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
TBT
851
Texas Bank & Trust
Texas
KPWS
852
Kestra Private Wealth Services
Texas
NWAG
853
Net Worth Advisory Group
Utah
CT
854
Chicago Trust
Illinois
AFG
855
Atomi Financial Group
New York
MPM
856
MBB Public Markets
Illinois
DIA
857
Dana Investment Advisors
Wisconsin
CAS
858
CTC Alternative Strategies
Illinois
VSQM
859
V-Square Quantitative Management
Illinois
FFA
860
Florida Financial Advisors
Florida
RCAG
861
Rehmann Capital Advisory Group
Michigan
MWM
862
Moran Wealth Management
Florida
CGL
863
Clarius Group LLC
Washington
DS
864
DRW Securities
Illinois
CCM
865
Coldstream Capital Management
Washington
GWM
866
Gibbs Wealth Management
Georgia
MYAM
867
Meiji Yasuda Asset Management
Japan
OWM
868
OneAscent Wealth Management
Alabama
BWP
869
Balboa Wealth Partners
Arizona
UF
870
Univest Financial
Pennsylvania
SI
871
Seeds Investor
New York
OFS
872
OneAscent Financial Services
Alabama
ACP
873
Aviance Capital Partners
Florida
BTW
874
Boston Trust Walden
Massachusetts
SVWAG
875
Sound View Wealth Advisors Group
Georgia