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
TCM
751
Triumph Capital Management
Colorado
$2.89K
EWP
752
Elevation Wealth Partners
California
$2.87K
CA
753
CoreCap Advisors
Michigan
$2.87K
CSB
754
City State Bank
Iowa
$2.87K
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$2.55K
CB
756
CNB Bank
Pennsylvania
$2.55K
GGI
757
Godsey & Gibb Inc
Virginia
$2.42K
WWM
758
Wolff Wiese Magana
California
$2.39K
PWA
759
Physician Wealth Advisors
Utah
$2.39K
CJ
760
Caitlin John
Michigan
$2.33K
CFD
761
Creative Financial Designs
Indiana
$2.25K
DPW
762
DiNuzzo Private Wealth
Pennsylvania
$2.14K
FNWA
763
Financial Network Wealth Advisors
Utah
$2.07K
HIA
764
Harbor Investment Advisory
Maryland
$2.07K
FMP
765
Financial Management Professionals
Texas
$2.07K
WWA
766
Wealth Watch Advisors
Colorado
$2.07K
AW
767
Avion Wealth
Texas
$2K
CCM
768
Cloud Capital Management
Washington
$2K
TCM
769
TD Capital Management
Tennessee
$1.95K
CTWM
770
Cherry Tree Wealth Management
Minnesota
$1.83K
UCB
771
United Community Bank
South Carolina
$1.75K
GFWA
772
Grey Fox Wealth Advisors
Delaware
$1.64K
AP
773
Aspect Partners
Virginia
$1.59K
JWM
774
JPL Wealth Management
Colorado
$1.59K
NS
775
NBC Securities
Alabama
$1.59K