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
AG
876
Ascent Group
Virginia
BSAM
877
Blue Square Asset Management
New York
SCP
878
Sivia Capital Partners
California
TPI
879
Trust Point Inc
Wisconsin
SIM
880
Stratos Investment Management
Ohio
VAG
881
VisionPoint Advisory Group
Texas
OIA
882
OneDigital Investment Advisors
Kansas
NFG
883
Nadler Financial Group
Illinois
GWANC
884
Guardian Wealth Advisors (North Carolina)
North Carolina
CWM
885
Connecticut Wealth Management
Connecticut
KFC
886
Klingenstein Fields & Co
New York
BIG
887
Brooklyn Investment Group
New York
OIAM
888
OFI Invest Asset Management
France
DZ Bank
889
DZ Bank
Germany
OWA
890
Opal Wealth Advisors
New York
MWM
891
Mascoma Wealth Management
New Hampshire
GM
892
GeoWealth Management
Illinois
OWP
893
ORG Wealth Partners
Texas
KIM
894
Kestra Investment Management
Texas
NC
895
NewSquare Capital
Pennsylvania
Optiver Holding
896
Optiver Holding
Netherlands
TPWA
897
Twin Peaks Wealth Advisors
California
CPA
898
Compass Planning Associates
Massachusetts
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
SO
900
Sierra Ocean
California