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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
AF
351
Advisornet Financial
Minnesota
$3.89K +$4.07K +145 New
PWMG
352
Private Wealth Management Group
New Jersey
$3.83K
TPCW
353
TD Private Client Wealth
New York
$3.56K +$3.73K +133 New
CIAM
354
Caitong International Asset Management
Hong Kong
$3.51K -$89.4K -3,185 -96%
HWP
355
Highline Wealth Partners
California
$3.32K +$3.48K +124 New
PA
356
Parallel Advisors
California
$2.68K +$253 +9 +10%
NA
357
NewEdge Advisors
Louisiana
$2.68K +$2.81K +100 New
BIG
358
Brooklyn Investment Group
New York
$1.88K +$1.97K +70 New
CFD
359
Creative Financial Designs
Indiana
$1.85K +$1.94K +69 New
AAP
360
Arax Advisory Partners
Colorado
$1.23K +$1.29K +46 New
SC
361
Stephens Consulting
Michigan
$1.21K +$1.26K +45 New
FNWA
362
Financial Network Wealth Advisors
Utah
$1.04K +$1.09K +39 New
BIA
363
Bell Investment Advisors
California
$804
LFG
364
Larson Financial Group
Missouri
$724 +$758 +27 New
RAM
365
Riggs Asset Management
Pennsylvania
$670
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$590 +$617 +22 New
SC
367
SouthState Corp
Florida
$563 +$589 +21 New
VCM
368
Versant Capital Management
Arizona
$536
RS
369
Rakuten Securities
Japan
$482 +$505 +18 New
TWD
370
True Wealth Design
Ohio
$54 +$56 +2 New
CIP
371
Champlain Investment Partners
Vermont
-$50M -1,817,308 Closed
HRCM
372
Hood River Capital Management
Florida
-$43.8M -1,591,959 Closed
TI
373
Trexquant Investment
Connecticut
-$11.8M -428,766 Closed
PAM
374
Pamalican Asset Management
Hong Kong
-$8.26M -300,000 Closed
N
375
Natixis
France
-$8.24M -299,550 Closed

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.