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CWAN

Clearwater Analytics

Delisted

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

370 hedge funds and large institutions have $6.39B invested in Clearwater Analytics in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 146 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 353370 (+17)

4% more capital invested

Capital invested by funds: $6.15B → $6.39B (+$244M)

3.92% less ownership

Funds ownership: 113.33%109.41% (-3.9%)

49% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $21M

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
71
Increased
146
Reduced
120
Closed
51
Calls
$10.7M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$9.09M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$638K +$53.6K +1,908 +9%
State Board of Administration of Florida Retirement System
227
State Board of Administration of Florida Retirement System
Florida
$638K +$89.8K +3,200 +16%
PFM
228
Premier Fund Managers
United Kingdom
$625K
TFA
229
Toth Financial Advisory
Virginia
$604K +$632K +22,520 New
AWAU
230
Alliance Wealth Advisors (Utah)
Utah
$601K +$629K +22,426 New
State of Wisconsin Investment Board
231
State of Wisconsin Investment Board
Wisconsin
$590K +$102K +3,643 +20%
Aviva
232
Aviva
United Kingdom
$580K +$607K +21,642 New
SA
233
Sanctuary Advisors
Indiana
$547K -$196 -7 -0%
WP
234
Woodline Partners
California
$538K +$242K +8,613 +75%
FCM
235
Fieldview Capital Management
Michigan
$528K +$553K +19,720 New
DWM
236
Diversify Wealth Management
Utah
$525K +$649K +23,119 New
OC
237
Oppenheimer & Co
New York
$524K -$130K -4,616 -19%
PAS
238
Park Avenue Securities
New York
$517K +$190K +6,757 +54%
DF
239
Dunhill Financial
United Kingdom
$509K
AIP
240
Ameritas Investment Partners
Nebraska
$507K +$6.01K +214 +1%
US Bancorp
241
US Bancorp
Minnesota
$492K +$136K +4,836 +36%
NS
242
NBC Securities
Alabama
$490K +$513K +18,288 +101,600%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$482K -$151K -5,391 -23%
Truist Financial
244
Truist Financial
North Carolina
$481K -$111K -3,963 -18%
Lazard Asset Management
245
Lazard Asset Management
New York
$470K -$1.38M -49,255 -74%
SPIA
246
Steward Partners Investment Advisory
New York
$445K -$12.4K -442 -3%
ICP
247
Impact Capital Partners
Colorado
$444K +$50.8K +1,810 +12%
PTC
248
Petrus Trust Company
Texas
$441K +$61.8K +2,202 +15%
Prudential Financial
249
Prudential Financial
New Jersey
$429K -$328K -11,690 -45%
1C
250
111 Capital
France
$420K +$439K +15,654 New

CWAN Hedge Fund Activity: Q1 2025 in Review

370 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2025, worth a combined $6.39B — up 4% from $6.15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CWAN positions and 51 closed out — a net gain of 20 holders — while 146 added to existing stakes and 120 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $108M. The largest seller was Wasatch Advisors, cutting an estimated $87.7M.

  • 370 institutional investors held Clearwater Analytics (CWAN) as of Q1 2025, up from 353 in Q4 2024.
  • Funds reported $6.39B of Clearwater Analytics stock for Q1 2025, up 4% quarter-over-quarter.
  • 71 funds opened new Clearwater Analytics positions in Q1 2025 and 51 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q1 2025 was Blackstone Inc, an estimated $108M added.
  • The largest Clearwater Analytics seller in Q1 2025 was Wasatch Advisors, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2025.