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CWAN

Clearwater Analytics

Delisted

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

353 hedge funds and large institutions have $6.15B invested in Clearwater Analytics in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 141 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 17

96% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 72

33% more funds holding

Funds holding: 265353 (+88)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more capital invested

Capital invested by funds: $5B → $6.15B (+$1.15B)

10.07% less ownership

Funds ownership: 123.4%113.33% (-10%)

51% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.22M

Holders
353
Holders Change
+88
Holders Change %
+33.21%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
108
Increased
141
Reduced
72
Closed
17
Calls
$1.08M
Puts
$2.22M
Net Calls
-$1.14M
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$25.8M +$26.6M +935,766 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$23.6M +$19.7M +692,650 +421%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$22.3M +$23M +810,659 New
Bank of America
54
Bank of America
North Carolina
$22.3M +$6.51M +229,524 +40%
AI
55
Axiom Investors
Connecticut
$20.5M +$1.8M +63,340 +9%
Raymond James Financial
56
Raymond James Financial
Florida
$20.5M +$21.1M +744,270 New
Ameriprise
57
Ameriprise
Minnesota
$20.4M +$5.8M +204,563 +38%
JFG
58
Jefferies Financial Group
New York
$20.3M +$17.8M +625,819 +555%
ZCI
59
Zevenbergen Capital Investments
Washington
$16.8M +$17.4M +612,015 New
SGM
60
Scalar Gauge Management
Texas
$16.2M +$568K +20,013 +4%
ClearBridge Investments
61
ClearBridge Investments
New York
$15.5M +$16M +562,406 New
Comerica Bank
62
Comerica Bank
Texas
$14.8M +$18.4K +648 +0.1%
PCM
63
Palisade Capital Management
New Jersey
$13.7M +$2.5M +88,058 +21%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.29M +45,636 +11%
UBS Group
65
UBS Group
Switzerland
$12.7M +$9.84M +346,647 +301%
Deutsche Bank
66
Deutsche Bank
Germany
$12.6M +$3.55M +125,212 +38%
UBS AM
67
UBS AM
Illinois
$12.5M +$4.67M +164,603 +57%
Two Sigma Investments
68
Two Sigma Investments
New York
$11.8M +$11.6M +407,485 +1,882%
TI
69
Trexquant Investment
Connecticut
$11.8M +$5.85M +206,036 +93%
GPGA
70
Grandeur Peak Global Advisors
Utah
$11.8M -$1.61M -56,632 -12%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$11.8M +$1.58M +55,762 +15%
EA
72
Emerald Advisers
Pennsylvania
$11.4M +$344K +12,126 +3%
KCM
73
Kornitzer Capital Management
Kansas
$11M
AG
74
Algert Global
California
$10.9M +$8.27M +291,480 +274%
Barclays
75
Barclays
United Kingdom
$10.8M -$5.05M -178,000 -31%

CWAN Hedge Fund Activity: Q4 2024 in Review

353 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2024, worth a combined $6.15B — up 23% from $5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CWAN positions and 17 closed out — a net gain of 91 holders — while 141 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $92.9M. The largest seller was Permira Holdings, cutting an estimated $299M.

  • 353 institutional investors held Clearwater Analytics (CWAN) as of Q4 2024, up from 265 in Q3 2024.
  • Funds reported $6.15B of Clearwater Analytics stock for Q4 2024, up 23% quarter-over-quarter.
  • 108 funds opened new Clearwater Analytics positions in Q4 2024 and 17 closed out, a net change of +91 holders.
  • The largest Clearwater Analytics buyer in Q4 2024 was Citadel Advisors, an estimated $92.9M added.
  • The largest Clearwater Analytics seller in Q4 2024 was Permira Holdings, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.