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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
FIA
276
FNY Investment Advisers
New York
$361K +$232K +11,589 +340%
TSS
277
Two Sigma Securities
New York
$355K +$294K +14,699 New
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$339K -$6.63K -331 -2%
Vontobel Holding
279
Vontobel Holding
Switzerland
$334K -$48.7K -2,432 -15%
SI
280
Stephens Inc
Arkansas
$331K -$9.27K -463 -3%
SLAM
281
Swiss Life Asset Management
$317K +$29K +1,450 +12%
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$314K +$261K +13,037 New
NG
283
Norden Group
Utah
$313K +$260K +12,990 New
LCS
284
Levin Capital Strategies
New York
$307K +$255K +12,716 New
Lazard Asset Management
285
Lazard Asset Management
New York
$301K -$210K -10,506 -46%
Bessemer Group
286
Bessemer Group
New Jersey
$285K +$2.5K +125 +1%
KAS
287
Kestra Advisory Services
Texas
$268K -$10.6K -527 -5%
PAS
288
Park Avenue Securities
New York
$268K -$102K -5,110 -31%
AI
289
Atria Investments
North Carolina
$244K +$203K +10,112 New
IWM
290
IHT Wealth Management
Illinois
$243K -$9.67K -483 -5%
FIG
291
Fortress Investment Group
New York
$241K +$200K +10,000 New
US Bancorp
292
US Bancorp
Minnesota
$234K -$276K -13,763 -59%
GC
293
Guggenheim Capital
Illinois
$229K +$190K +9,485 New
LMFP
294
Larry Mathis Financial Planning
Arizona
$228K +$190K +9,463 New
SCA
295
Snowden Capital Advisors
New York
$226K +$187K +9,351 New
FBT
296
First Bank & Trust
South Dakota
$223K +$185K +9,227 New
TPI
297
Trust Point Inc
Wisconsin
$221K +$183K +9,146 New
VAS
298
Vestmark Advisory Solutions
Massachusetts
$216K +$179K +8,943 New
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$214K +$178K +8,872 New
AB
300
Amalgamated Bank
New York
$212K +$46.5K +2,324 +36%

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.