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
AFG
851
Atomi Financial Group
New York
MPM
852
MBB Public Markets
Illinois
DIA
853
Dana Investment Advisors
Wisconsin
CAS
854
CTC Alternative Strategies
Illinois
VSQM
855
V-Square Quantitative Management
Illinois
FFA
856
Florida Financial Advisors
Florida
RCAG
857
Rehmann Capital Advisory Group
Michigan
MWM
858
Moran Wealth Management
Florida
CGL
859
Clarius Group LLC
Washington
DS
860
DRW Securities
Illinois
CCM
861
Coldstream Capital Management
Washington
GWM
862
Gibbs Wealth Management
Georgia
MYAM
863
Meiji Yasuda Asset Management
Japan
OWM
864
OneAscent Wealth Management
Alabama
BWP
865
Balboa Wealth Partners
Arizona
SI
866
Seeds Investor
New York
UF
867
Univest Financial
Pennsylvania
OFS
868
OneAscent Financial Services
Alabama
ACP
869
Aviance Capital Partners
Florida
BTW
870
Boston Trust Walden
Massachusetts
SVWAG
871
Sound View Wealth Advisors Group
Georgia
FTWA
872
Fifth Third Wealth Advisors
Ohio
TC
873
TownSquare Capital
Utah
IC
874
Iconiq Capital
California
BFO
875
Biltmore Family Office
North Carolina