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750 hedge funds and large institutions have $15.3B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 264 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $16.8B → $15.3B (-$1.54B)

20% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
750
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.9M
Puts
$33.2M
Net Calls
Net Calls Change

Top Buyers

1 +$256M
2 +$237M
3 +$141M
4
BlackRock
BlackRock
New York
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
701
Bay Harbor Wealth Management
Maryland
$1.94K
VNT
702
Vanguard National Trust
Pennsylvania
$1.94K
GGI
703
Godsey & Gibb Inc
Virginia
$1.85K
WWM
704
Wolff Wiese Magana
California
$1.82K
DPW
705
DiNuzzo Private Wealth
Pennsylvania
$1.7K
EWP
706
Elevation Wealth Partners
California
$1.7K
CCWM
707
Cassaday & Co Wealth Management
Virginia
$1.57K
TCM
708
TD Capital Management
Tennessee
$1.5K
WSFG
709
Wall Street Financial Group
Illinois
$1.45K
MCM
710
MV Capital Management
Maryland
$1.33K
CFM
711
Cornerstone Financial Management
Massachusetts
$1.33K
GSEP
712
Golden State Equity Partners
California
$1.33K
AP
713
Aspect Partners
Virginia
$1.21K
RS
714
Rakuten Securities
Japan
$1.21K
AFG
715
Albion Financial Group
Utah
$1.09K
CFG
716
Clayton Financial Group
Missouri
$1.09K
BGAI
717
Bruce G. Allen Investments
Colorado
$1.09K
CA
718
CoreCap Advisors
Michigan
$1.09K
KCM
719
Key Capital Management
Tennessee
$1.09K
SFS
720
Sunrise Financial Services
Washington
$1.09K
WTA
721
Washington Trust Advisors
Massachusetts
$1.09K
VWA
722
Valued Wealth Advisors
Utah
$969
RWM
723
Rialto Wealth Management
New York
$969
NF
724
Napier Financial
Massachusetts
$968
FNWA
725
Financial Network Wealth Advisors
Utah
$847