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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
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$10K +$10.2K +358 New
HNB
327
Huntington National Bank
Ohio
$9.38K -$255 -9 -3%
TFM
328
TFC Financial Management
Massachusetts
$8.92K +$2.81K +99 +44%
SS
329
SBI Securities
Japan
$8.59K +$8.85K +312 New
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$8.31K +$2.89K +102 +51%
WSFS
331
Wilmington Savings Fund Society
Delaware
$8.26K +$8.51K +300 New
MA
332
MCF Advisors
Kentucky
$6.74K
FHA
333
First Horizon Advisors
Tennessee
$6.69K +$6.89K +243 New
GWM
334
Geneos Wealth Management
Colorado
$6.66K +$936 +33 +16%
PS
335
Principal Securities
Iowa
$5.81K +$4.65K +164 +349%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.5K
QL
337
Quarry LP
New York
$5.34K +$5.5K +194 New
RIL
338
Rothschild Investment LLC
Illinois
$4.82K +$851 +30 +21%
IHWM
339
Iron Horse Wealth Management
Iowa
$4.1K
AWM
340
Avior Wealth Management
Nebraska
$4.07K -$908 -32 -18%
PWMG
341
Private Wealth Management Group
New Jersey
$3.94K
AF
342
Allworth Financial
California
$3.67K -$709 -25 -16%
LC
343
Lindbrook Capital
California
$3.36K
QCG
344
Quadrant Capital Group
Ohio
$3.11K +$3.21K +113 New
PA
345
Parallel Advisors
California
$2.5K +$2.58K +91 New
EWA
346
EverSource Wealth Advisors
Alabama
$1.87K +$1.33K +47 +224%
BIA
347
Bell Investment Advisors
California
$826
CA
348
Continuum Advisory
Idaho
$798
RAM
349
Riggs Asset Management
Pennsylvania
$692
VCM
350
Versant Capital Management
Arizona
$550

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.