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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
RIL
251
Rothschild Investment LLC
Illinois
$3.66K +$2.81K +125 +625%
PWMG
252
Private Wealth Management Group
New Jersey
$3.61K
FNWA
253
Financial Network Wealth Advisors
Utah
$3.48K -$3.49K -155 -53%
LC
254
Lindbrook Capital
California
$3.08K -$1.24K -55 -31%
GRP
255
Global Retirement Partners
California
$2.93K +$2.61K +116 New
PS
256
Principal Securities
Iowa
$1.19K +$1.06K +47 New
ATS
257
Ashton Thomas Securities
New York
$1.01K +$900 +40 New
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$1K -$5.6K -249 -87%
CA
259
Continuum Advisory
Idaho
$883 +$652 +29 New
BIA
260
Bell Investment Advisors
California
$758
CPA
261
Capital Performance Advisors
California
$732 +$652 +29 New
RAM
262
Riggs Asset Management
Pennsylvania
$632
EWA
263
EverSource Wealth Advisors
Alabama
$530 +$472 +21 New
VCM
264
Versant Capital Management
Arizona
$505 +$450 +20 New
TC
265
TwinBeech Capital
New York
-$5.27M -284,760 Closed
GCM
266
Ghisallo Capital Management
Massachusetts
-$4.63M -250,000 Closed
AACP
267
Advantage Alpha Capital Partners
California
-$2.95M -159,551 Closed
Marshall Wace
268
Marshall Wace
United Kingdom
-$2.71M -146,344 Closed
Norges Bank
269
Norges Bank
Norway
-$2.62M -141,315 Closed
AGM
270
Alpine Global Management
New York
-$2.46M -132,593 Closed
JF
271
Jump Financial
Illinois
-$1.92M -103,700 Closed
SEC
272
Seven Eight Capital
New York
-$1.8M -97,053 Closed
Walleye Capital
273
Walleye Capital
New York
-$1.16M -62,449 Closed
Holocene Advisors
274
Holocene Advisors
New York
-$1.13M -60,895 Closed
QC
275
Quadrature Capital
United Kingdom
-$1.1M -59,311 Closed

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.