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CWAN

Clearwater Analytics

Delisted

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

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
101
NewEdge Wealth
Pennsylvania
$2.18M +$286K +12,731 +17%
Principal Financial Group
102
Principal Financial Group
Iowa
$2.14M +$1.48M +65,878 +348%
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$2.1M +$1.87M +83,070 New
QT
104
Quantbot Technologies
New York
$2.08M +$50K +2,225 +3%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.06M -$292K -12,983 -14%
CF
106
Corebridge Financial
Texas
$2.05M +$131K +5,811 +8%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.02M +$108K +4,821 +6%
M&T Bank
108
M&T Bank
New York
$1.96M -$8.48K -377 -0.5%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$1.9M +$237K +10,518 +16%
RA
110
Royce & Associates
New York
$1.87M +$1.66M +74,000 New
VAS
111
Vestmark Advisory Solutions
Massachusetts
$1.86M -$292 -13 -0%
Corient Private Wealth
112
Corient Private Wealth
Florida
$1.84M +$724K +32,211 +79%
AIMCA
113
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.81M
Natixis Advisors
114
Natixis Advisors
Massachusetts
$1.8M +$596K +26,506 +59%
GT
115
Glenmede Trust
Pennsylvania
$1.76M +$885K +39,343 +129%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$1.61M +$541K +24,035 +61%
AI
117
Atom Investors
Texas
$1.57M +$237K +10,538 +20%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$1.57M +$421K +18,712 +43%
DB
119
Danske Bank
Denmark
$1.55M +$35.6K +1,585 +3%
SSA
120
Schonfeld Strategic Advisors
New York
$1.46M +$444K +19,740 +52%
First Trust Advisors
121
First Trust Advisors
Illinois
$1.46M +$1.3M +57,757 New
NRD
122
Nebula Research & Development
New York
$1.35M +$298K +13,267 +33%
ACM
123
Aquatic Capital Management
Illinois
$1.26M -$256K -11,400 -19%
CIP
124
Chartwell Investment Partners
Pennsylvania
$1.23M +$8.88K +395 +0.8%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.21M +$23.1K +1,026 +2%

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.