807 hedge funds and large institutions have $19.5B invested in CDW in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 328 reducing their positions, and 110 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)

15% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 110

19% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 328

Holders
807
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
TC
751
Truvestments Capital
Florida
$3.66K
HCM
752
Hollencrest Capital Management
California
$3.5K
CPG
753
Cornerstone Planning Group
New Jersey
$3.45K
IWM
754
IMG Wealth Management
Florida
$3.35K
RWPA
755
Richard W. Paul & Associates
Michigan
$3.03K
EWP
756
Elevation Wealth Partners
California
$2.87K
CA
757
CoreCap Advisors
Michigan
$2.87K
CSB
758
City State Bank
Iowa
$2.87K
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$2.55K
CB
760
CNB Bank
Pennsylvania
$2.55K
GGI
761
Godsey & Gibb Inc
Virginia
$2.42K
WWM
762
Wolff Wiese Magana
California
$2.39K
PWA
763
Physician Wealth Advisors
Utah
$2.39K
CJ
764
Caitlin John
Michigan
$2.33K
CFD
765
Creative Financial Designs
Indiana
$2.25K
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$2.14K
FNWA
767
Financial Network Wealth Advisors
Utah
$2.07K
HIA
768
Harbor Investment Advisory
Maryland
$2.07K
FMP
769
Financial Management Professionals
Texas
$2.07K
WWA
770
Wealth Watch Advisors
Colorado
$2.07K
AW
771
Avion Wealth
Texas
$2K
CCM
772
Cloud Capital Management
Washington
$2K
TCM
773
TD Capital Management
Tennessee
$1.95K
CTWM
774
Cherry Tree Wealth Management
Minnesota
$1.83K
UCB
775
United Community Bank
South Carolina
$1.75K