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CWAN

Clearwater Analytics

Delisted

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

370 hedge funds and large institutions have $6.39B invested in Clearwater Analytics in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 146 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 353370 (+17)

4% more capital invested

Capital invested by funds: $6.15B → $6.39B (+$244M)

3.92% less ownership

Funds ownership: 113.33%109.41% (-3.9%)

49% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $21M

Holders
370
Holders Change
+17
Holders Change %
+4.82%
% of All Funds
4.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
71
Increased
146
Reduced
120
Closed
51
Calls
$10.7M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$9.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$30.7M +$9.4M +334,907 +41%
TCM
52
TimesSquare Capital Management
New York
$29.5M -$16.8M -598,205 -35%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$27.6M -$319K -11,358 -1%
ClearBridge Investments
54
ClearBridge Investments
New York
$27.2M +$12.7M +453,487 +81%
SAM
55
Silvercrest Asset Management
New York
$24.8M -$7.97M -283,986 -24%
ZCI
56
Zevenbergen Capital Investments
Washington
$24.4M +$8.35M +297,414 +49%
CSS
57
Cubist Systematic Strategies
Connecticut
$23.2M -$6.71M -239,062 -22%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$21.2M -$1.91M -67,948 -8%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$21M +$20.7M +738,585 +1,687%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$20.1M -$8.62M -307,226 -29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.6M +$17.7M +631,900 +1,024%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$18.6M +$14M +499,703 +258%
STP
63
Science & Technology Partners
New York
$18.3M +$19.1M +681,771 New
SGM
64
Scalar Gauge Management
Texas
$17.8M +$2.15M +76,597 +13%
Comerica Bank
65
Comerica Bank
Texas
$17.5M +$3.17M +112,925 +21%
Allianz Asset Management
66
Allianz Asset Management
Germany
$16.9M +$17.7M +630,396 New
ACM
67
Ashford Capital Management
Delaware
$15M +$7.78M +277,289 +99%
Squarepoint
68
Squarepoint
New York
$14.8M +$13.9M +494,655 +841%
NCGI
69
Next Century Growth Investors
Minnesota
$14.1M +$7.86M +279,920 +113%
AG
70
Algert Global
California
$13.4M +$2.83M +100,838 +25%
EA
71
Emerald Advisers
Pennsylvania
$13.3M +$2.35M +83,857 +20%
PCM
72
Palisade Capital Management
New Jersey
$13.2M -$124K -4,418 -0.9%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$13.2M +$771K +27,462 +6%
AI
74
Axiom Investors
Connecticut
$13M -$7.36M -262,075 -35%
CAM
75
Congress Asset Management
Massachusetts
$12.5M +$13.1M +466,154 New

CWAN Hedge Fund Activity: Q1 2025 in Review

370 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2025, worth a combined $6.39B — up 4% from $6.15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CWAN positions and 51 closed out — a net gain of 20 holders — while 146 added to existing stakes and 120 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $108M. The largest seller was Wasatch Advisors, cutting an estimated $87.7M.

  • 370 institutional investors held Clearwater Analytics (CWAN) as of Q1 2025, up from 353 in Q4 2024.
  • Funds reported $6.39B of Clearwater Analytics stock for Q1 2025, up 4% quarter-over-quarter.
  • 71 funds opened new Clearwater Analytics positions in Q1 2025 and 51 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q1 2025 was Blackstone Inc, an estimated $108M added.
  • The largest Clearwater Analytics seller in Q1 2025 was Wasatch Advisors, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2025.