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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
FAM
126
Fred Alger Management
New York
$6.29M -$5.86M -292,812 -53%
ICM
127
Irenic Capital Management
New York
$6.03M +$5.01M +250,000 New
PMAM
128
Picton Mahoney Asset Management
Ontario, Canada
$6.03M +$5.01M +250,000 New
CIC
129
Chase Investment Counsel
Virginia
$5.73M +$4.76M +237,532 New
Stifel Financial
130
Stifel Financial
Missouri
$5.72M +$4.04M +201,524 +568%
Walleye Trading
131
Walleye Trading
New York
$5.45M +$4.53M +226,028 New
LP
132
LMR Partners
United Kingdom
$5.43M -$501K -25,000 -10%
BAM
133
Bullseye Asset Management
Colorado
$5.28M +$401K +20,000 +10%
Victory Capital Management
134
Victory Capital Management
Texas
$5.24M -$4.77M -238,151 -52%
VI
135
Vestcor Inc
New Brunswick, Canada
$4.95M +$4.11M +205,000 New
Invesco
136
Invesco
Georgia
$4.85M -$286K -14,293 -7%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$4.82M +$4.01M +199,990 +1,999,900%
Creative Planning
138
Creative Planning
Kansas
$4.73M +$2.95M +147,431 +303%
Universal-Beteiligungs- und Servicegesellschaft
139
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.54M +$962K +48,045 +34%
GLAM
140
Gardner Lewis Asset Management
Pennsylvania
$4.25M +$3.53M +176,000 New
SC
141
Scotia Capital
Ontario, Canada
$4.02M +$36.6K +1,825 +1%
VI
142
Versor Investments
New York
$3.93M +$3.27M +163,046 New
BFM
143
Boothbay Fund Management
New York
$3.85M +$2.84M +141,702 +791%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$3.85M +$159K +7,933 +5%
NIP
145
Norwood Investment Partners
California
$3.84M -$13.9M -694,531 -81%
MIM
146
MetLife Investment Management
New Jersey
$3.71M +$186K +9,273 +6%
SC
147
Sagefield Capital
Texas
$3.67M +$3.05M +152,268 New
SSA
148
Schonfeld Strategic Advisors
New York
$3.58M +$2.38M +118,642 +398%
SCP
149
Steamboat Capital Partners
New York
$3.55M +$2.95M +147,349 New
BMSSC
150
B. Metzler seel. Sohn & Co
Germany
$3.54M +$65.4K +3,264 +2%

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.