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
VWA
776
Valued Wealth Advisors
Utah
$1.27K
OP
777
ORG Partners
Indiana
$1.27K
DWM
778
Dogwood Wealth Management
Kansas
$1.11K
HWP
779
Highline Wealth Partners
California
$1.11K
BWL
780
Bogart Wealth LLC
Virginia
$1.11K
BHWM
781
Bay Harbor Wealth Management
Maryland
$955
RWM
782
Rialto Wealth Management
New York
$797
TIM
783
Tortoise Investment Management
New York
$796
CIAM
784
Caitong International Asset Management
Hong Kong
$796
ACA
785
American Capital Advisory
Idaho
$638
SN
786
Sittner & Nelson
Oregon
$637
BFS
787
Bare Financial Services
Pennsylvania
$637
DF
788
Dunhill Financial
United Kingdom
$502
CIAS
789
CBIZ Investment Advisory Services
Ohio
$491
AAS
790
Ameritas Advisory Services
Nebraska
$478
HIA
791
HFM Investment Advisors
New Jersey
$478
NL
792
NVWM LLC
Pennsylvania
$478
WA
793
WestEnd Advisors
North Carolina
$478
ETS
794
ESL Trust Services
New York
$478
RWS
795
Retirement Wealth Solutions
Wisconsin
$478
HFS
796
Hughes Financial Services
Virginia
$430
SWA
797
SOA Wealth Advisors
New York
$335
SA
798
Seneschal Advisors
Washington
$319
DF
799
DecisionPoint Financial
Arizona
$318
IAS
800
IMA Advisory Services
Colorado
$159