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
GFWA
776
Grey Fox Wealth Advisors
Delaware
$1.64K
JWM
777
JPL Wealth Management
Colorado
$1.59K
AP
778
Aspect Partners
Virginia
$1.59K
NS
779
NBC Securities
Alabama
$1.59K
VWA
780
Valued Wealth Advisors
Utah
$1.27K
OP
781
ORG Partners
Indiana
$1.27K
DWM
782
Dogwood Wealth Management
Kansas
$1.11K
HWP
783
Highline Wealth Partners
California
$1.11K
BWL
784
Bogart Wealth LLC
Virginia
$1.11K
BHWM
785
Bay Harbor Wealth Management
Maryland
$955
RWM
786
Rialto Wealth Management
New York
$797
TIM
787
Tortoise Investment Management
New York
$796
CIAM
788
Caitong International Asset Management
Hong Kong
$796
ACA
789
American Capital Advisory
Idaho
$638
SN
790
Sittner & Nelson
Oregon
$637
BFS
791
Bare Financial Services
Pennsylvania
$637
DF
792
Dunhill Financial
United Kingdom
$502
CIAS
793
CBIZ Investment Advisory Services
Ohio
$491
AAS
794
Ameritas Advisory Services
Nebraska
$478
HIA
795
HFM Investment Advisors
New Jersey
$478
NL
796
NVWM LLC
Pennsylvania
$478
WA
797
WestEnd Advisors
North Carolina
$478
RWS
798
Retirement Wealth Solutions
Wisconsin
$478
ETS
799
ESL Trust Services
New York
$478
HFS
800
Hughes Financial Services
Virginia
$430