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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
TM
376
Torren Management
California
$675 +$561 +28 New
CTC
377
Central Trust Company
Missouri
$628 +$521 +26 New
BIA
378
Bell Investment Advisors
California
$603 -$100 -5 -17%
OC
379
Optima Capital
Oregon
$555 +$461 +23 New
PWA
380
Principia Wealth Advisory
Texas
$555 +$461 +23 New
AF
381
Advisornet Financial
Minnesota
$482 +$401 +20 New
RIAS
382
Rachor Investment Advisory Services
Michigan
$338 +$280 +14 New
WA
383
WPG Advisers
Maryland
$289 -$2.74K -137 -92%
HFS
384
Hughes Financial Services
Virginia
$72 +$60 +3 New
Macquarie Group
385
Macquarie Group
Australia
-$88.8M -4,929,493 Closed
T. Rowe Price Investment Management
386
T. Rowe Price Investment Management
Maryland
-$53.2M -2,950,971 Closed
Jane Street
387
Jane Street
New York
-$22.4M -1,120,677 Closed
SCPM
388
Sea Cliff Partners Management
California
-$19.9M -1,101,680 Closed
DAM
389
Deepwater Asset Management
Minnesota
-$12.3M -680,652 Closed
Capital Fund Management (CFM)
390
Capital Fund Management (CFM)
France
-$12.7M -634,259 Closed
EMFAT
391
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$10.7M -592,802 Closed
SCM
392
Sone Capital Management
New York
-$10.6M -587,131 Closed
BGM
393
Burkehill Global Management
New York
-$9.11M -505,548 Closed
SGM
394
Seven Grand Managers
New York
-$9.01M -500,000 Closed
Artisan Partners
395
Artisan Partners
Wisconsin
-$8.72M -483,792 Closed
OCM
396
Osterweis Capital Management
California
-$8.05M -446,490 Closed
MAP
397
Moody Aldrich Partners
Massachusetts
-$6.18M -342,713 Closed
AG
398
Algert Global
California
-$6.09M -337,810 Closed
YIH
399
Y-Intercept (HK)
Hong Kong
-$4.28M -237,525 Closed
AI
400
Axiom Investors
Connecticut
-$4.08M -226,393 Closed

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.