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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
Ameriprise
76
Ameriprise
Minnesota
$16.3M -$34.2M -1,706,877 -72%
Deutsche Bank
77
Deutsche Bank
Germany
$16.1M -$4.07M -203,263 -23%
PCM
78
Peregrine Capital Management
Minnesota
$14.6M +$841K +41,975 +7%
Swedbank
79
Swedbank
Sweden
$14.5M +$12M +600,000 New
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.8M +$11.5M +574,200 New
Swiss National Bank
81
Swiss National Bank
Switzerland
$13.7M +$1.38M +68,900 +14%
CAU
82
Caxton Associates (UK)
$13.6M +$11.3M +562,698 New
UBS AM
83
UBS AM
Illinois
$13M +$1.91M +95,400 +21%
Franklin Resources
84
Franklin Resources
California
$12.6M -$8.35M -417,012 -44%
ACM
85
Ashford Capital Management
Delaware
$12.3M -$5.33M -265,940 -34%
CM
86
Caption Management
Oklahoma
$11.8M +$9.81M +489,635 New
Wells Fargo
87
Wells Fargo
California
$11.4M +$2.98M +148,746 +46%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$11.3M -$803K -40,086 -8%
Marshall Wace
89
Marshall Wace
United Kingdom
$11.3M -$19.1M -954,964 -67%
Barclays
90
Barclays
United Kingdom
$10.6M -$5.76M -287,802 -40%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$10.6M -$1.61M -80,604 -16%
WCM Investment Management
92
WCM Investment Management
California
$10.4M -$3.75M -187,115 -30%
KCM
93
Kornitzer Capital Management
Kansas
$10.4M
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$10.3M +$533K +26,616 +7%
ARAM
95
Ardmore Road Asset Management
New York
$10.2M +$8.44M +421,242 New
RG
96
Renaissance Group
Kentucky
$10.1M -$571K -28,528 -6%
CRC
97
Curi RMB Capital
Illinois
$9.99M +$1.49M +74,315 +22%
SBH
98
Segall Bryant & Hamill
Illinois
$9.96M +$372K +18,574 +5%
ECM
99
ExodusPoint Capital Management
New York
$9.51M +$7.9M +394,445 New
BCM
100
Beryl Capital Management
California
$9.38M +$7.79M +389,023 New

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.