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
AW
776
Avion Wealth
Texas
$2K
CCM
777
Cloud Capital Management
Washington
$2K
TCM
778
TD Capital Management
Tennessee
$1.95K
CTWM
779
Cherry Tree Wealth Management
Minnesota
$1.83K
UCB
780
United Community Bank
South Carolina
$1.75K
GFWA
781
Grey Fox Wealth Advisors
Delaware
$1.64K
AP
782
Aspect Partners
Virginia
$1.59K
JWM
783
JPL Wealth Management
Colorado
$1.59K
NS
784
NBC Securities
Alabama
$1.59K
VWA
785
Valued Wealth Advisors
Utah
$1.27K
OP
786
ORG Partners
Indiana
$1.27K
DWM
787
Dogwood Wealth Management
Kansas
$1.11K
HWP
788
Highline Wealth Partners
California
$1.11K
BWL
789
Bogart Wealth LLC
Virginia
$1.11K
BHWM
790
Bay Harbor Wealth Management
Maryland
$955
RWM
791
Rialto Wealth Management
New York
$797
TIM
792
Tortoise Investment Management
New York
$796
CIAM
793
Caitong International Asset Management
Hong Kong
$796
ACA
794
American Capital Advisory
Idaho
$638
SN
795
Sittner & Nelson
Oregon
$637
BFS
796
Bare Financial Services
Pennsylvania
$637
DF
797
Dunhill Financial
United Kingdom
$502
CIAS
798
CBIZ Investment Advisory Services
Ohio
$491
AAS
799
Ameritas Advisory Services
Nebraska
$478
HIA
800
HFM Investment Advisors
New Jersey
$478