746 hedge funds and large institutions have $15.2B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 262 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:

10% less capital invested

Capital invested by funds: $16.8B → $15.2B (-$1.61B)

20% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
746
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
WA
726
Whipplewood Advisors
Colorado
$605
QWM
727
Quaker Wealth Management
New Jersey
$485
FMP
728
Financial Management Professionals
Texas
$484
IWS
729
Intentional Wealth Strategies
Colorado
$484
VWM
730
Vermillion Wealth Management
Minnesota
$484
IPS
731
Investors Portfolio Services
Washington
$417
SA
732
Seneschal Advisors
Washington
$364
1CP
733
1015 Capital Partners
Pennsylvania
$363
CTWM
734
Cherry Tree Wealth Management
Minnesota
$303
DF
735
Dunhill Financial
United Kingdom
$286
SWA
736
SOA Wealth Advisors
New York
$257
DF
737
DecisionPoint Financial
Arizona
$243
WA
738
WestEnd Advisors
North Carolina
$242
UCB
739
United Community Bank
South Carolina
$242
TC
740
Trust Company
Kansas
$242
ACA
741
American Capital Advisory
Idaho
$122
SIS
742
Sound Income Strategies
Florida
$121
IAS
743
IMA Advisory Services
Colorado
$121
BWL
744
Bogart Wealth LLC
Virginia
$121
CW
745
Curio Wealth
Maryland
$121
PL
746
Perpetual Ltd
Australia
Norges Bank
747
Norges Bank
Norway
BCIM
748
Black Creek Investment Management
Ontario, Canada
SI
749
Standard Investments
New York
HF
750
HRT Financial
New York