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CWAN

Clearwater Analytics

Delisted

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

139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

30% more capital invested

Capital invested by funds: $1.4B → $1.81B (+$417M)

15% more funds holding

Funds holding: 121139 (+18)

7.12% less ownership

Funds ownership: 113.59%106.47% (-7.1%)

59% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.28M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
58
Reduced
32
Closed
21
Calls
$1.35M
Puts
$3.28M
Net Calls
-$1.93M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$11K -$11.6K -660 -53%
TWM
127
Tradition Wealth Management
Minnesota
$11K
EBA
128
Eagle Bay Advisors
New York
$10.9K
QL
129
Quarry LP
New York
$9.07K +$8.27K +469 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$9K -$459 -26 -6%
MIFH
131
Migdal Insurance & Financial Holdings
Israel
$5K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$3.87K -$3K -170 -46%
IHWM
133
Iron Horse Wealth Management
Iowa
$2.88K +$2.63K +149 New
VWM
134
Venturi Wealth Management
Texas
$1.06K +$970 +55 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$1.02K -$35 -2 -4%
SSG
136
Summit Securities Group
New York
$1K +$688 +39 New
SCA
137
Stonebridge Capital Advisors
Minnesota
$580 +$529 +30 New
PA
138
Parallel Advisors
California
$406
AF
139
Allworth Financial
California
$136 +$123 +7 New
BC
140
Brookfield Corp
Ontario, Canada
-$12.7M -800,000 Closed
MS
141
Maven Securities
Jersey
-$6.85M -431,396 Closed
GCM
142
Ghisallo Capital Management
Massachusetts
-$4.76M -300,000 Closed
TCM
143
Thames Capital Management
New Jersey
-$3.97M -249,857 Closed
ECM
144
Element Capital Management
New York
-$2.94M -185,169 Closed
SGM
145
Seven Grand Managers
New York
-$1.53M -96,549 Closed
OQS
146
Occudo Quantitative Strategies
Florida
-$1.09M -68,780 Closed
Marshall Wace
147
Marshall Wace
United Kingdom
-$1.01M -63,581 Closed
AG
148
Algert Global
California
-$624K -39,310 Closed
OR
149
Olympiad Research
Connecticut
-$532K -33,492 Closed
PCM
150
Prelude Capital Management
New York
-$532K -33,492 Closed

CWAN Hedge Fund Activity: Q3 2023 in Review

139 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2023, worth a combined $1.81B — up 30% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWAN positions and 21 closed out — a net gain of 18 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $66.6M. The largest seller was Goldman Sachs, cutting an estimated $78.2M.

  • 139 institutional investors held Clearwater Analytics (CWAN) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $1.81B of Clearwater Analytics stock for Q3 2023, up 30% quarter-over-quarter.
  • 39 funds opened new Clearwater Analytics positions in Q3 2023 and 21 closed out, a net change of +18 holders.
  • The largest Clearwater Analytics buyer in Q3 2023 was Wasatch Advisors, an estimated $66.6M added.
  • The largest Clearwater Analytics seller in Q3 2023 was Goldman Sachs, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2023.