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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
TRCT
301
Tower Research Capital (TRC)
New York
$210K +$77.7K +3,880 +81%
KBC Group
302
KBC Group
Belgium
$205K +$42.5K +2,121 +33%
ETCM
303
Evolutionary Tree Capital Management
Virginia
$203K +$169K +8,414 New
PCM
304
PenderFund Capital Management
British Columbia, Canada
$171K +$142K +7,100 New
PFM
305
Premier Fund Managers
United Kingdom
$163K -$403K -20,128 -75%
AAM
306
Advisors Asset Management
Colorado
$143K +$29.1K +1,453 +32%
AssetMark Inc
307
AssetMark Inc
California
$141K -$32.8K -1,637 -22%
HNB
308
Hilltop National Bank
Wyoming
$133K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$110K -$481 -24 -0.5%
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$96K +$28.6K +1,428 +56%
PA
311
Parallel Advisors
California
$85.5K -$34K -1,700 -32%
BCV
312
Banque Cantonale Vaudoise
Switzerland
$72K +$59.6K +2,974 New
KAS
313
Kemnay Advisory Services
New York
$60.1K +$49.9K +2,491 New
EIM
314
Essex Investment Management
Massachusetts
$55.4K +$9.85K +492 +27%
FFA
315
Farther Finance Advisors
California
$54.7K +$23.7K +1,184 +109%
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$51.7K -$102K -5,090 -70%
AIM
317
Arcadia Investment Management
Michigan
$49.6K
DB
318
Danske Bank
Denmark
$48.2K
GRP
319
Global Retirement Partners
California
$47.9K +$39.3K +1,964 +8,927%
A
320
AlphaQuest
New York
$46.2K +$18.6K +930 +95%
Canada Pension Plan Investment Board
321
Canada Pension Plan Investment Board
Ontario, Canada
$45.8K +$38.1K +1,900 New
GI
322
GAMMA Investing
California
$38.1K +$22.4K +1,116 +242%
PTC
323
Private Trust Company
Ohio
$37.3K +$26.8K +1,338 +643%
SS
324
SBI Securities
Japan
$33.2K +$23.8K +1,186 +628%
S
325
SignatureFD
Georgia
$33K +$1.18K +59 +5%

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.