803 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 264 increasing their positions, 323 reducing their positions, and 107 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:

10% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 107

12% less capital invested

Capital invested by funds: $22.1B → $19.5B (-$2.58B)

18% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 323

Holders
803
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
AWM
726
Activest Wealth Management
Florida
$8.44K
RDFA
727
Ritter Daniher Financial Advisory
Ohio
$8.12K
RF
728
Rossby Financial
Florida
$7.79K
AUB
729
Atlantic Union Bankshares
Virginia
$7.33K
SSG
730
Summit Securities Group
New York
$7.01K
WIM
731
Westside Investment Management
California
$6.84K
PG
732
Proffitt & Goodson
Tennessee
$6.53K
CT
733
Colonial Trust
South Carolina
$6.45K
CA
734
Centerpoint Advisors
Massachusetts
$6K
SA
735
SRH Advisors
Kansas
$5.42K
S
736
Sachetta
Massachusetts
$5.42K
SS
737
Sunbelt Securities
Texas
$5.29K
AWM
738
Abound Wealth Management
Tennessee
$5.28K
OAJ
739
Ogorek Anthony Joseph
New York
$5K
FRA
740
Front Row Advisors
California
$4.78K
HHMI
741
Howard Hughes Medical Institute
Maryland
$4.46K
FWM
742
FSA Wealth Management
Massachusetts
$3.98K
ADL
743
Asset Dedication LLC
California
$3.82K
FGAM
744
Financial Gravity Asset Management
Texas
$3.69K
HNW
745
High Note Wealth
Minnesota
$3.66K
TC
746
Truvestments Capital
Florida
$3.66K
HCM
747
Hollencrest Capital Management
California
$3.5K
CPG
748
Cornerstone Planning Group
New Jersey
$3.45K
IWM
749
IMG Wealth Management
Florida
$3.35K
RWPA
750
Richard W. Paul & Associates
Michigan
$3.03K