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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
CIAM
301
Caitong International Asset Management
Hong Kong
$91.3K +$94.1K +3,316 New
OIAM
302
OFI Invest Asset Management
France
$87.7K +$93.6K +3,300 New
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$86.1K +$56.4K +1,987 +174%
ACM
304
Aster Capital Management
United Arab Emirates
$82K +$84.5K +2,979 New
RS
305
R Squared
Hong Kong
$79.8K +$82.3K +2,901 New
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$75.7K -$851 -30 -1%
GWP
307
Gen-Wealth Partners
Michigan
$74.3K
FMP
308
Financial Management Professionals
Texas
$62.7K -$369 -13 -0.6%
AIM
309
Arcadia Investment Management
Michigan
$56.6K +$58.4K +2,057 New
WTC
310
WhitTier Trust Company
Nevada
$48.7K
IA
311
IFP Advisors
Florida
$40.3K -$142 -5 -0.3%
FFA
312
Farther Finance Advisors
California
$35.6K -$2.67K -94 -7%
GI
313
GAMMA Investing
California
$35.3K +$13.3K +468 +57%
Osaic Holdings
314
Osaic Holdings
Arizona
$33.3K -$1.19M -42,096 -97%
EBA
315
Eagle Bay Advisors
New York
$33.2K
EIM
316
Essex Investment Management
Massachusetts
$32.1K -$46.6K -1,643 -58%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$26.1K +$7.66K +270 +40%
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$23.6K
CA
319
Clearstead Advisors
Ohio
$21.6K -$7.66K -270 -26%
Jones Financial Companies
320
Jones Financial Companies
Missouri
$16.6K +$17.1K +603 New
PTC
321
Private Trust Company
Ohio
$16.6K
S
322
SignatureFD
Georgia
$15.7K
HCM
323
Hollencrest Capital Management
California
$15.4K -$22.9K -806 -59%
WA
324
WPG Advisers
Maryland
$12.5K +$12.9K +453 New
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.82K +170 +82%

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.