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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
Cerity Partners
276
Cerity Partners
New York
$311K +$22.3K +793 +7%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$295K +$56.2K +2,002 +22%
IWM
278
IHT Wealth Management
Illinois
$294K +$140 +5 +0%
ATC
279
Argent Trust Co
Tennessee
$293K -$81.6K -2,908 -21%
RA
280
RiverPark Advisors
New York
$288K +$140K +4,991 +87%
MML Investors Services
281
MML Investors Services
Massachusetts
$283K +$60.1K +2,142 +25%
DADC
282
D.A. Davidson & Co
Montana
$283K
PHK
283
Point72 Hong Kong
Hong Kong
$281K +$295K +10,494 New
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$279K -$15.9K -568 -5%
SIM
285
Sandia Investment Management
Massachusetts
$268K -$421K -15,000 -60%
CFO
286
Callan Family Office
Pennsylvania
$251K -$199K -7,099 -43%
KBC Group
287
KBC Group
Belgium
$249K +$6.57K +234 +3%
M&T Bank
288
M&T Bank
New York
$233K -$1.87M -66,726 -88%
NG
289
Norden Group
Utah
$232K +$243K +8,674 New
PCM
290
Prelude Capital Management
New York
$218K -$105K -3,754 -32%
LA
291
Lindenwold Advisors
Pennsylvania
$217K -$39.7K -1,415 -15%
TRCT
292
Tower Research Capital (TRC)
New York
$215K -$50.8K -1,811 -18%
COI
293
Connable Office Inc
Michigan
$213K
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$213K -$67.7K -2,413 -23%
Amundi
295
Amundi
France
$212K -$34.6K -1,234 -13%
IWC
296
Integrated Wealth Concepts
Massachusetts
$208K +$218K +7,756 New
Mariner
297
Mariner
Kansas
$206K -$28K -996 -11%
PWG
298
Portside Wealth Group
Utah
$206K +$215K +7,675 New
MIM
299
Marco Investment Management
Georgia
$202K
SG Americas Securities
300
SG Americas Securities
New York
$195K +$48.6K +1,731 +31%

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.