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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
WTC
326
WhitTier Trust Company
Nevada
$31.4K -$381 -19 -1%
EWA
327
EverSource Wealth Advisors
Alabama
$25.6K +$14.4K +720 +211%
AF
328
Allworth Financial
California
$24.3K +$381 +19 +2%
DT
329
DV Trading
Illinois
$24.1K +$20K +1,000 New
CIAM
330
Caitong International Asset Management
Hong Kong
$24.1K +$20K +998 New
PWA
331
Physician Wealth Advisors
Utah
$22.8K +$1.36K +68 +8%
Mitsubishi UFJ Asset Management
332
Mitsubishi UFJ Asset Management
Japan
$20.4K
Los Angeles Capital Management
333
Los Angeles Capital Management
California
$19.9K +$21.9K +1,094 New
NS
334
NBC Securities
Alabama
$19.8K +$1.58K +79 +11%
HI
335
Harbour Investments
Wisconsin
$18.6K +$6.75K +337 +78%
PPC
336
Park Place Capital
Alabama
$18.2K
FHC
337
First Horizon Corporation
Tennessee
$16.5K -$1.44K -72 -10%
SAM
338
Smartleaf Asset Management
Massachusetts
$15.1K +$4.39K +219 +54%
WSFS
339
Wilmington Savings Fund Society
Delaware
$14.5K
SPIA
340
Steward Partners Investment Advisory
New York
$14.4K -$761 -38 -6%
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$11.7K
RIL
342
Rothschild Investment LLC
Illinois
$10.9K +$4.15K +207 +84%
Optiver Holding
343
Optiver Holding
Netherlands
$10.7K -$6.39K -319 -42%
NA
344
NewEdge Advisors
Louisiana
$9.65K +$5.01K +250 +167%
EP
345
Essential Partners
California
$9.6K -$801 -40 -9%
AAP
346
Arax Advisory Partners
Colorado
$9.38K -$242K -12,064 -97%
SAG
347
SageView Advisory Group
California
$9.17K +$7.61K +380 New
LFG
348
Larson Financial Group
Missouri
$8.59K +$4.01K +200 +128%
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$8.15K +$6.77K +338 New
Jones Financial Companies
350
Jones Financial Companies
Missouri
$7.69K +$4.27K +213 +201%

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.