812 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 331 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $22.1B → $19.5B (-$2.59B)

17% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 111

19% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 331

Holders
812
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.5M
Puts
$46.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Costello Asset Management
Pennsylvania
$15.9K
TWD
702
True Wealth Design
Ohio
$15.6K
TWM
703
Tripletail Wealth Management
Florida
$15.6K
AEPWM
704
Atlantic Edge Private Wealth Management
Florida
$15.5K
SC
705
Solstein Capital
California
$15.4K
WTC
706
WhitTier Trust Company
Nevada
$15.4K
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$15.3K
TCM
708
Tradewinds Capital Management
Washington
$15.1K
CAL
709
Capital Advisors Ltd
Ohio
$15K
CFB
710
Cullen/Frost Bankers
Texas
$14.8K
FDCP
711
Foster Dykema Cabot & Partners
Massachusetts
$14.7K
TPCW
712
TD Private Client Wealth
New York
$14.3K
CMP
713
Coston McIsaac & Partners
Maine
$14K
RBI
714
Raiffeisen Bank International
Austria
$14K
GCM
715
Gables Capital Management
Florida
$13.7K
FHC
716
First Horizon Corporation
Tennessee
$13.1K
RA
717
Rise Advisors
New York
$13K
HHGA
718
Halbert Hargrove Global Advisors
California
$12.9K
DIP
719
DT Investment Partners
Pennsylvania
$12.7K
GSWM
720
Golden State Wealth Management
California
$12.4K
SS
721
SBI Securities
Japan
$11.8K
SHIM
722
Stone House Investment Management
Pennsylvania
$11.3K
SC
723
SouthState Corp
Florida
$11.2K
PWMG
724
Private Wealth Management Group
New Jersey
$10.8K
CCA
725
Catalyst Capital Advisors
New York
$10.5K