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CWAN

Clearwater Analytics

Delisted

CWAN was delisted on the 24th of June, 2026.

99 hedge funds and large institutions have $1.15B invested in Clearwater Analytics in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more call options, than puts

Call options by funds: $500K | Put options by funds: $23K

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

13% more funds holding

Funds holding: 8899 (+11)

11% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$115M)

3.44% less ownership

Funds ownership: 107.27%103.83% (-3.4%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
45
Reduced
24
Closed
8
Calls
$500K
Puts
$23K
Net Calls
+$477K
Net Calls Change
+$343K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$6.28M +$1.05M +60,419 +22%
Comerica Bank
27
Comerica Bank
Texas
$5.48M +$1.5M +86,372 +42%
Goldman Sachs
28
Goldman Sachs
New York
$5.13M +$649K +37,493 +16%
Charles Schwab
29
Charles Schwab
California
$5.08M +$188K +10,862 +4%
State Street
30
State Street
Massachusetts
$4.83M -$23.5K -1,357 -0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.82M +$1.48M +85,512 +50%
TCM
32
TimesSquare Capital Management
New York
$3.94M -$1.22M -70,300 -25%
Ameriprise
33
Ameriprise
Minnesota
$3.16M +$681K +39,332 +30%
Fidelity International
34
Fidelity International
Bermuda
$2.73M
Renaissance Technologies
35
Renaissance Technologies
New York
$2.48M +$918K +53,000 +67%
Northern Trust
36
Northern Trust
Illinois
$2.15M +$176K +10,185 +10%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$2.02M -$533K -30,776 -22%
Bank of America
38
Bank of America
North Carolina
$1.73M +$300K +17,311 +23%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.68M +$338K +19,530 +28%
M&T Bank
40
M&T Bank
New York
$1.65M -$28.2K -1,626 -2%
Stifel Financial
41
Stifel Financial
Missouri
$1.64M -$49.3K -2,847 -3%
BMSSC
42
B. Metzler seel. Sohn & Co
Germany
$1.49M +$436K +25,203 +47%
OAM
43
Oppenheimer Asset Management
New York
$1.43M +$116K +6,699 +10%
RFC
44
Regions Financial Corp
Alabama
$1.39M -$63.4K -3,662 -5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.3M +$65.8K +3,800 +6%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.07M +$559K +32,251 +131%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$977K +$137K +7,897 +18%
First Trust Advisors
48
First Trust Advisors
Illinois
$805K +$743K +42,926 New
LPL Financial
49
LPL Financial
California
$733K +$86.3K +4,981 +15%
NW
50
NewEdge Wealth
Pennsylvania
$661K -$57.8K -3,340 -9%

CWAN Hedge Fund Activity: Q4 2022 in Review

99 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2022, worth a combined $1.15B — up 11% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CWAN positions and 8 closed out — a net gain of 13 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.5M. The largest seller was Dragoneer Investment Group, cutting an estimated $42.8M.

  • 99 institutional investors held Clearwater Analytics (CWAN) as of Q4 2022, up from 88 in Q3 2022.
  • Funds reported $1.15B of Clearwater Analytics stock for Q4 2022, up 11% quarter-over-quarter.
  • 21 funds opened new Clearwater Analytics positions in Q4 2022 and 8 closed out, a net change of +13 holders.
  • The largest Clearwater Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $31.5M added.
  • The largest Clearwater Analytics seller in Q4 2022 was Dragoneer Investment Group, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2022.