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
ADL
751
Asset Dedication LLC
California
$3.82K
FGAM
752
Financial Gravity Asset Management
Texas
$3.69K
HNW
753
High Note Wealth
Minnesota
$3.66K
TC
754
Truvestments Capital
Florida
$3.66K
HCM
755
Hollencrest Capital Management
California
$3.5K
CPG
756
Cornerstone Planning Group
New Jersey
$3.45K
IWM
757
IMG Wealth Management
Florida
$3.35K
SA
758
Scarborough Advisors
Maryland
$3.03K
RWPA
759
Richard W. Paul & Associates
Michigan
$3.03K
EWP
760
Elevation Wealth Partners
California
$2.87K
CSB
761
City State Bank
Iowa
$2.87K
CA
762
CoreCap Advisors
Michigan
$2.87K
AGWCA
763
Annis Gardner Whiting Capital Advisors
Florida
$2.55K
CB
764
CNB Bank
Pennsylvania
$2.55K
GGI
765
Godsey & Gibb Inc
Virginia
$2.42K
KG
766
Kilter Group
New York
$2.39K
WWM
767
Wolff Wiese Magana
California
$2.39K
PWA
768
Physician Wealth Advisors
Utah
$2.39K
CJ
769
Caitlin John
Michigan
$2.33K
CFD
770
Creative Financial Designs
Indiana
$2.25K
DPW
771
DiNuzzo Private Wealth
Pennsylvania
$2.14K
FNWA
772
Financial Network Wealth Advisors
Utah
$2.07K
HIA
773
Harbor Investment Advisory
Maryland
$2.07K
FMP
774
Financial Management Professionals
Texas
$2.07K
WWA
775
Wealth Watch Advisors
Colorado
$2.07K