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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
A
301
AlphaQuest
New York
$193K -$222K -7,895 -52%
AB
302
Amalgamated Bank
New York
$173K +$9.79K +349 +6%
AAM
303
Advisors Asset Management
Colorado
$128K +$4.74K +169 +4%
Walleye Trading
304
Walleye Trading
New York
$120K +$126K +4,491 New
Canada Pension Plan Investment Board
305
Canada Pension Plan Investment Board
Ontario, Canada
$115K -$7.29M -259,700 -98%
AssetMark Inc
306
AssetMark Inc
California
$100K -$7.92K -282 -7%
ETC
307
Exchange Traded Concepts
Oklahoma
$94.3K -$46.1K -1,641 -32%
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$84.1K +$253 +9 +0.3%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$82K +$75.6K +2,694 +715%
FMP
310
Financial Management Professionals
Texas
$56.2K -$5.05K -180 -8%
QL
311
Quarry LP
New York
$56.1K +$53.3K +1,900 +979%
AIM
312
Arcadia Investment Management
Michigan
$55.1K
WTC
313
WhitTier Trust Company
Nevada
$47.4K
NL
314
NVWM LLC
Pennsylvania
$45.6K +$47.7K +1,700 New
IA
315
IFP Advisors
Florida
$39.3K
GI
316
GAMMA Investing
California
$35.2K +$870 +31 +2%
FFA
317
Farther Finance Advisors
California
$33.9K -$56 -2 -0.2%
HT
318
Headlands Technologies
Illinois
$32.2K -$146K -5,202 -81%
Optiver Holding
319
Optiver Holding
Netherlands
$31.4K +$32.9K +1,173 New
EIM
320
Essex Investment Management
Massachusetts
$31.2K
HCM
321
Hollencrest Capital Management
California
$23.4K +$8.84K +315 +56%
CA
322
Clearstead Advisors
Ohio
$23.3K +$2.44K +87 +11%
Bessemer Group
323
Bessemer Group
New Jersey
$23K -$786K -28,012 -97%
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$22.7K
Osaic Holdings
325
Osaic Holdings
Arizona
$21.1K -$11.8K -420 -35%

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.