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CWAN

Clearwater Analytics

Delisted

CWAN was delisted on the 24th of June, 2026.

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$44.7K +$39.8K +1,771 New
IA
227
IFP Advisors
Florida
$36.9K +$32.8K +1,460 New
FFA
228
Farther Finance Advisors
California
$35.1K -$945 -42 -3%
HCM
229
Hollencrest Capital Management
California
$34.4K
Federated Hermes
230
Federated Hermes
Pennsylvania
$31K +$27.6K +1,229 New
EBA
231
Eagle Bay Advisors
New York
$30.5K
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$28.8K -$3.24K -144 -11%
CA
233
Clearstead Advisors
Ohio
$26.6K +$8.16K +363 +53%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$21.4K +$19.1K +847 New
GI
235
GAMMA Investing
California
$20.6K +$18.4K +816 New
PFBT
236
Parkside Financial Bank & Trust
Missouri
$17.2K +$6.93K +308 +83%
PTC
237
Private Trust Company
Ohio
$15.2K -$2.77K -123 -17%
S
238
SignatureFD
Georgia
$14.4K
FCM
239
Fourpath Capital Management
Oklahoma
$11K +$9.78K +435 New
Group One Trading
240
Group One Trading
Illinois
$10.1K +$8.95K +398 New
HNB
241
Huntington National Bank
Ohio
$8.84K +$112 +5 +1%
MA
242
MCF Advisors
Kentucky
$6.19K -$1.4K -62 -20%
TFM
243
TFC Financial Management
Massachusetts
$5.68K +$2.36K +105 +88%
GWM
244
Geneos Wealth Management
Colorado
$5.28K +$4.7K +209 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$5.05K
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.05K +$4.5K +200 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$5K -$6.52K -290 -58%
AWM
248
Avior Wealth Management
Nebraska
$4.54K +$270 +12 +7%
AF
249
Allworth Financial
California
$3.89K -$337 -15 -9%
IHWM
250
Iron Horse Wealth Management
Iowa
$3.76K

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.