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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
BAM
251
Bosun Asset Management
Illinois
$419K +$83.9K +2,991 +24%
VI
252
Versor Investments
New York
$415K +$435K +15,500 New
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$413K +$33.1K +1,180 +8%
YMRC
254
Yorktown Management & Research Company
Virginia
$409K +$428K +15,250 New
PWAM
255
Papamarkou Wellner Asset Management
New York
$408K +$428K +15,240 New
HPC
256
HM Payson & Co
Maine
$405K
QC
257
Quantessence Capital
New York
$405K +$424K +15,100 New
CWP
258
Curated Wealth Partners
California
$404K -$25.8K -919 -6%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$401K
QPW
260
Quantum Private Wealth
Florida
$398K
WB
261
WesBanco Bank
West Virginia
$394K
BCI
262
Brinker Capital Investments
Pennsylvania
$393K -$24.8K -884 -6%
OPS
263
Orion Portfolio Solutions
Nebraska
$393K -$24.8K -884 -6%
X
264
Xponance
Pennsylvania
$377K +$38K +1,354 +11%
PD
265
Point72 (DIFC)
United Arab Emirates
$368K +$137K +4,884 +55%
CT
266
Chicago Trust
Illinois
$361K +$378K +13,475 New
HC
267
Henshaw Capital
Massachusetts
$360K
MF
268
Magnetar Financial
Illinois
$360K -$261K -9,311 -41%
KeyBank National Association
269
KeyBank National Association
Ohio
$355K +$372K +13,238 New
FC
270
FCA Corp
Texas
$350K +$367K +13,069 New
EC
271
EntryPoint Capital
New York
$350K
CAU
272
Caxton Associates (UK)
$341K +$357K +12,735 New
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$331K +$269K +9,589 +348%
AWM
274
Apollon Wealth Management
South Carolina
$331K +$12.9K +459 +4%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$314K +$328K +11,704 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.