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CWAN

Clearwater Analytics

Delisted

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

384 hedge funds and large institutions have $7.55B invested in Clearwater Analytics in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $223M | Put options by funds: $99.5M

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

82% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 71

49% more capital invested

Capital invested by funds: $5.05B → $7.55B (+$2.5B)

25% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 104

17% more funds holding

Funds holding: 329384 (+55)

11.26% more ownership

Funds ownership: 97.35%108.61% (+11%)

Holders
384
Holders Change
+55
Holders Change %
+16.72%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
129
Increased
130
Reduced
104
Closed
71
Calls
$223M
Puts
$99.5M
Net Calls
+$123M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$517K +$430K +21,448 New
Vanguard Personalized Indexing Management
252
Vanguard Personalized Indexing Management
California
$496K +$412K +20,555 New
RRA
253
Round Rock Advisors
Connecticut
$489K +$406K +20,262 New
COI
254
Connable Office Inc
Michigan
$486K +$146K +7,302 +57%
BCM
255
Bluefin Capital Management
New York
$482K +$401K +20,000 New
OGC
256
One68 Global Capital
New York
$482K +$401K +20,000 New
CFO
257
Callan Family Office
Pennsylvania
$466K +$387K +19,301 New
DF
258
Dunhill Financial
United Kingdom
$458K +$100 +5 +0%
DAS
259
Diversify Advisory Services
Utah
$449K -$183K -9,127 -33%
CWM
260
CIBC World Markets
New York
$445K +$370K +18,470 New
YC
261
Yarbrough Capital
Tennessee
$425K
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$422K -$2.91M -145,434 -89%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$417K +$158K +7,882 +84%
Prudential Financial
264
Prudential Financial
New Jersey
$413K -$304K -15,170 -47%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$413K +$195K +9,721 +131%
YMRC
266
Yorktown Management & Research Company
Virginia
$403K +$334K +16,700 New
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$400K +$332K +16,599 New
VA
268
Vident Advisory
Georgia
$395K -$6.51K -325 -2%
TVPW
269
Third View Private Wealth
Connecticut
$389K +$323K +16,142 New
PWG
270
Portside Wealth Group
Utah
$384K +$280 +14 +0.1%
Amundi
271
Amundi
France
$377K +$313K +15,650 New
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$372K +$10.9K +545 +4%
FC
273
FCA Corp
Texas
$367K -$4.53K -226 -1%
C
274
Covestor
United Kingdom
$362K +$178K +8,874 +145%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$361K

CWAN Hedge Fund Activity: Q4 2025 in Review

384 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2025, worth a combined $7.55B — up 49% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new CWAN positions and 71 closed out — a net gain of 58 holders — while 130 added to existing stakes and 104 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $199M. The largest seller was Wellington Management Group, cutting an estimated $260M.

  • 384 institutional investors held Clearwater Analytics (CWAN) as of Q4 2025, up from 329 in Q3 2025.
  • Funds reported $7.55B of Clearwater Analytics stock for Q4 2025, up 49% quarter-over-quarter.
  • 129 funds opened new Clearwater Analytics positions in Q4 2025 and 71 closed out, a net change of +58 holders.
  • The largest Clearwater Analytics buyer in Q4 2025 was Starboard Value, an estimated $199M added.
  • The largest Clearwater Analytics seller in Q4 2025 was Wellington Management Group, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2025.