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
FFA
851
Florida Financial Advisors
Florida
RCAG
852
Rehmann Capital Advisory Group
Michigan
MWM
853
Moran Wealth Management
Florida
CGL
854
Clarius Group LLC
Washington
DS
855
DRW Securities
Illinois
CCM
856
Coldstream Capital Management
Washington
GWM
857
Gibbs Wealth Management
Georgia
MYAM
858
Meiji Yasuda Asset Management
Japan
OWM
859
OneAscent Wealth Management
Alabama
BWP
860
Balboa Wealth Partners
Arizona
SI
861
Seeds Investor
New York
UF
862
Univest Financial
Pennsylvania
OFS
863
OneAscent Financial Services
Alabama
ACP
864
Aviance Capital Partners
Florida
BTW
865
Boston Trust Walden
Massachusetts
SVWAG
866
Sound View Wealth Advisors Group
Georgia
FTWA
867
Fifth Third Wealth Advisors
Ohio
TC
868
TownSquare Capital
Utah
IC
869
Iconiq Capital
California
BFO
870
Biltmore Family Office
North Carolina
AG
871
Ascent Group
Virginia
BSAM
872
Blue Square Asset Management
New York
SCP
873
Sivia Capital Partners
California
TPI
874
Trust Point Inc
Wisconsin
SIM
875
Stratos Investment Management
Ohio