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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
GIP
126
Granite Investment Partners
California
$3.79M -$2.52M -89,916 -39%
Victory Capital Management
127
Victory Capital Management
Texas
$3.67M +$3.23M +115,107 +523%
LCG
128
Lisanti Capital Growth
New York
$3.59M +$3.76M +134,035 New
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$3.59M +$950K +33,853 +34%
RFC
130
Regions Financial Corp
Alabama
$3.58M -$119K -4,252 -3%
AQR Capital Management
131
AQR Capital Management
Connecticut
$3.56M +$3.4M +121,043 +1,027%
PP
132
PDT Partners
New York
$3.54M +$817K +29,108 +28%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.46M -$2.66M -94,771 -42%
RA
134
Royce & Associates
New York
$3.38M +$1.1M +39,030 +45%
Polen Capital Management
135
Polen Capital Management
Florida
$3.35M -$425K -15,137 -11%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$3.35M
BAM
137
Bullseye Asset Management
Colorado
$3.06M +$56.1K +2,000 +2%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$3.03M +$2.62M +93,187 +434%
Mirae Asset Global ETFs Holdings
139
Mirae Asset Global ETFs Holdings
Hong Kong
$2.98M +$268K +9,552 +9%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M +$599K +21,331 +24%
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$2.94M +$973K +34,655 +46%
CWM
142
Congress Wealth Management
Massachusetts
$2.94M +$3.08M +109,614 New
MIM
143
MetLife Investment Management
New Jersey
$2.92M +$42K +1,495 +1%
LPL Financial
144
LPL Financial
California
$2.89M +$663K +23,630 +26%
IIM
145
INTECH Investment Management
Florida
$2.88M +$1.06M +37,615 +54%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$2.84M +$712K +25,356 +32%
Stifel Financial
147
Stifel Financial
Missouri
$2.83M -$2.35M -83,584 -44%
MIM
148
Monashee Investment Management
Massachusetts
$2.81M +$2.95M +105,000 New
ORI
149
Oak Ridge Investments
Illinois
$2.73M +$2.86M +101,914 New
QCM
150
Qsemble Capital Management
New York
$2.7M -$2M -71,097 -41%

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.