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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
PFBT
326
Parkside Financial Bank & Trust
Missouri
$20.6K -$5.11K -182 -19%
GWM
327
Geneos Wealth Management
Colorado
$19.5K
Jones Financial Companies
328
Jones Financial Companies
Missouri
$18.6K +$2.72K +97 +16%
S
329
SignatureFD
Georgia
$16.2K +$982 +35 +6%
MA
330
MCF Advisors
Kentucky
$15K +$8.84K +315 +129%
WA
331
WPG Advisers
Maryland
$14.2K +$2.16K +77 +17%
WSFS
332
Wilmington Savings Fund Society
Delaware
$13.4K +$5.61K +200 +67%
PTC
333
Private Trust Company
Ohio
$12.2K -$4.13K -147 -24%
C
334
Covestor
United Kingdom
$12K +$12.3K +437 +4,370%
FHA
335
First Horizon Advisors
Tennessee
$10.8K +$4.46K +159 +65%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$10.8K -$2.1M -74,670 -99%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$9.73K +$1.71K +61 +20%
RA
338
Rise Advisors
New York
$9.59K +$10K +358 New
TFM
339
TFC Financial Management
Massachusetts
$8.68K
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$8K -$1.97K -70 -20%
SS
341
SBI Securities
Japan
$7.85K -$533 -19 -6%
RIL
342
Rothschild Investment LLC
Illinois
$7.5K +$2.95K +105 +60%
HNB
343
Huntington National Bank
Ohio
$6.35K -$2.92K -104 -30%
PS
344
Principal Securities
Iowa
$5.81K
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.36K
LC
346
Lindbrook Capital
California
$5.04K +$1.85K +66 +54%
CCM
347
Coldstream Capital Management
Washington
$4.29K +$4.49K +160 New
EWA
348
EverSource Wealth Advisors
Alabama
$4.29K +$2.58K +92 +135%
AF
349
Allworth Financial
California
$4.07K +$1.4K +50 +39%
IHWM
350
Iron Horse Wealth Management
Iowa
$3.99K

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.