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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
VCM
351
Versant Capital Management
Arizona
$6.63K -$25.8K -1,290 -82%
CA
352
Clearstead Advisors
Ohio
$6.08K -$8.41K -420 -63%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$5.52K +$300 +15 +7%
IA
354
IFP Advisors
Florida
$5.43K +$1.18K +59 +36%
HNB
355
Huntington National Bank
Ohio
$4.58K -$2.16K -108 -36%
FFO
356
Fortitude Family Office
Arizona
$3.76K +$3.13K +156 New
SIS
357
Sound Income Strategies
Florida
$3.64K
ATC
358
Adirondack Trust Company
New York
$3.38K +$2.8K +140 New
BFS
359
Bare Financial Services
Pennsylvania
$3.21K +$1.54K +77 +138%
TWD
360
True Wealth Design
Ohio
$3.04K +$2.52K +126 New
MAM
361
Marquette Asset Management
Minnesota
$2.44K +$501 +25 +33%
SS
362
Sunbelt Securities
Texas
$2K +$1.24K +62 +295%
PWMG
363
Private Wealth Management Group
New Jersey
$1.5K -$1.62K -81 -57%
CA
364
Crewe Advisors
Utah
$1.42K +$1.18K +59 New
BWL
365
Bogart Wealth LLC
Virginia
$1.3K +$1.08K +54 New
BAM
366
Bellevue Asset Management
Washington
$1.28K +$1.06K +53 New
FNWA
367
Financial Network Wealth Advisors
Utah
$1.21K
KG
368
Kilter Group
New York
$1.09K +$901 +45 New
HFS
369
Hantz Financial Services
Michigan
$1K
RS
370
Rakuten Securities
Japan
$989 -$2.18K -109 -73%
RF
371
Rossby Financial
Florida
$965 +$801 +40 New
QWM
372
Quaker Wealth Management
New Jersey
$772 +$641 +32 New
TPCW
373
TD Private Client Wealth
New York
$724 +$601 +30 New
MCM
374
Manchester Capital Management
Vermont
$700 +$581 +29 New
CFO
375
CVA Family Office
Colorado
$699 +$581 +29 New

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.