We are live on ! Find out more
CWAN

Clearwater Analytics

Delisted

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

211 hedge funds and large institutions have $3.08B invested in Clearwater Analytics in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $536K

111% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 47

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

5% more funds holding

Funds holding: 201211 (+10)

2% less capital invested

Capital invested by funds: $3.13B → $3.08B (-$56.7M)

7.02% less ownership

Funds ownership: 141.89%134.87% (-7%)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
99
Reduced
47
Closed
36
Calls
$1.31M
Puts
$536K
Net Calls
+$773K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$26.7M +$23.1M +1,243,509 +468%
Wells Fargo
27
Wells Fargo
California
$20.9M -$211K -11,338 -1%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$20.2M +$4.49M +241,807 +27%
Brown Advisory
29
Brown Advisory
Maryland
$20.1M -$58.5K -3,147 -0.3%
SRFM
30
Shannon River Fund Management
New York
$18.5M +$8.88M +478,048 +84%
UBS Group
31
UBS Group
Switzerland
$17.8M +$13.7M +736,069 +275%
SAM
32
Silvercrest Asset Management
New York
$17.6M +$3.74M +201,217 +25%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$16.4M +$17.2M +928,187 New
State Street
34
State Street
Massachusetts
$16.4M +$3.24M +174,563 +23%
Renaissance Technologies
35
Renaissance Technologies
New York
$15.4M -$3.32M -178,900 -17%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$15.1M +$5.64M +303,647 +55%
Charles Schwab
37
Charles Schwab
California
$14.5M +$2.19M +117,651 +17%
RJA
38
Raymond James & Associates
Florida
$11.4M +$427K +22,970 +4%
WAM
39
Weiss Asset Management
Massachusetts
$10.6M +$10.4M +559,268 +1,366%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$10.2M -$435K -23,431 -4%
Polen Capital Management
41
Polen Capital Management
Florida
$9.67M +$4.75M +255,592 +88%
Ameriprise
42
Ameriprise
Minnesota
$9.45M -$905K -48,728 -8%
Comerica Bank
43
Comerica Bank
Texas
$9.14M +$716K +38,537 +8%
Bank of America
44
Bank of America
North Carolina
$8.84M -$1.06M -57,040 -10%
AI
45
Axiom Investors
Connecticut
$8.45M -$504K -27,140 -5%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.3M +$4.6M +247,774 +112%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.2M +$76.2K +4,101 +0.9%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$6.82M +$6.87M +369,899 +2,404%
Marshall Wace
49
Marshall Wace
United Kingdom
$6.46M +$6.78M +365,143 New
UBS AM
50
UBS AM
Illinois
$6.26M -$6.09M -327,552 -48%

CWAN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2024, worth a combined $3.08B — down 1.8% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CWAN positions and 36 closed out — a net gain of 11 holders — while 99 added to existing stakes and 47 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $80M. The largest seller was Morgan Stanley, cutting an estimated $80.4M.

  • 211 institutional investors held Clearwater Analytics (CWAN) as of Q1 2024, up from 201 in Q4 2023.
  • Funds reported $3.08B of Clearwater Analytics stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 47 funds opened new Clearwater Analytics positions in Q1 2024 and 36 closed out, a net change of +11 holders.
  • The largest Clearwater Analytics buyer in Q1 2024 was Wasatch Advisors, an estimated $80M added.
  • The largest Clearwater Analytics seller in Q1 2024 was Morgan Stanley, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2024.