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CWAN

Clearwater Analytics

Delisted

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

353 hedge funds and large institutions have $6.15B invested in Clearwater Analytics in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 141 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 17

96% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 72

33% more funds holding

Funds holding: 265353 (+88)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more capital invested

Capital invested by funds: $5B → $6.15B (+$1.15B)

10.07% less ownership

Funds ownership: 123.4%113.33% (-10%)

51% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.22M

Holders
353
Holders Change
+88
Holders Change %
+33.21%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
108
Increased
141
Reduced
72
Closed
17
Calls
$1.08M
Puts
$2.22M
Net Calls
-$1.14M
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$392K +$153K +5,379 +61%
ATC
252
Argent Trust Co
Tennessee
$381K -$5.02K -177 -1%
CIC
253
Cornercap Investment Counsel
Georgia
$374K
US Bancorp
254
US Bancorp
Minnesota
$372K -$330K -11,635 -46%
HC
255
Henshaw Capital
Massachusetts
$370K
EC
256
EntryPoint Capital
New York
$359K +$370K +13,043 New
X
257
Xponance
Pennsylvania
$350K +$77K +2,715 +27%
BAM
258
Bosun Asset Management
Illinois
$348K +$359K +12,654 New
PAS
259
Park Avenue Securities
New York
$345K +$356K +12,548 New
MC
260
MIG Capital
California
$329K +$339K +11,961 New
PCM
261
Prelude Capital Management
New York
$328K +$338K +11,903 New
AWM
262
Apollon Wealth Management
South Carolina
$327K +$3.77K +133 +1%
AQR Capital Management
263
AQR Capital Management
Connecticut
$324K +$334K +11,785 New
EMPI
264
Elo Mutual Pension Insurance
Finland
$324K +$334K +11,763 New
WAM
265
Weiss Asset Management
Massachusetts
$320K +$329K +11,613 New
WP
266
Woodline Partners
California
$315K +$325K +11,453 New
TC
267
TwinBeech Capital
New York
$311K +$321K +11,311 New
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
$303K +$55.6K +1,960 +22%
IWM
269
IHT Wealth Management
Illinois
$302K -$12.6K -445 -4%
DADC
270
D.A. Davidson & Co
Montana
$290K
Simplex Trading
271
Simplex Trading
Illinois
$288K +$297K +10,482 New
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$285K +$294K +10,354 New
Cerity Partners
273
Cerity Partners
New York
$273K -$2.58K -91 -0.8%
TRCT
274
Tower Research Capital (TRC)
New York
$271K +$209K +7,369 +299%
Amundi
275
Amundi
France
$264K +$1.42K +50 +0.5%

CWAN Hedge Fund Activity: Q4 2024 in Review

353 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2024, worth a combined $6.15B — up 23% from $5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CWAN positions and 17 closed out — a net gain of 91 holders — while 141 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $92.9M. The largest seller was Permira Holdings, cutting an estimated $299M.

  • 353 institutional investors held Clearwater Analytics (CWAN) as of Q4 2024, up from 265 in Q3 2024.
  • Funds reported $6.15B of Clearwater Analytics stock for Q4 2024, up 23% quarter-over-quarter.
  • 108 funds opened new Clearwater Analytics positions in Q4 2024 and 17 closed out, a net change of +91 holders.
  • The largest Clearwater Analytics buyer in Q4 2024 was Citadel Advisors, an estimated $92.9M added.
  • The largest Clearwater Analytics seller in Q4 2024 was Permira Holdings, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.