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CWAN

Clearwater Analytics

Delisted

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

211 hedge funds and large institutions have $3.08B invested in Clearwater Analytics in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $536K

111% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 47

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

5% more funds holding

Funds holding: 201211 (+10)

2% less capital invested

Capital invested by funds: $3.13B → $3.08B (-$56.7M)

7.02% less ownership

Funds ownership: 141.89%134.87% (-7%)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
99
Reduced
47
Closed
36
Calls
$1.31M
Puts
$536K
Net Calls
+$773K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
151
HM Payson & Co
Maine
$309K -$9.94K -535 -3%
ATC
152
Argent Trust Co
Tennessee
$308K +$323K +17,397 New
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301K +$316K +17,019 New
WB
154
WesBanco Bank
West Virginia
$301K +$316K +17,014 New
SPIA
155
Steward Partners Investment Advisory
New York
$299K -$53.7K -2,889 -15%
CAS
156
CTC Alternative Strategies
Illinois
$295K +$310K +16,700 New
WSCM
157
Wellington Shields Capital Management
New York
$283K +$297K +16,000 New
QPW
158
Quantum Private Wealth
Florida
$274K
CMI
159
Clare Market Investments
Texas
$265K +$37.2K +2,000 +15%
ACM
160
Aquatic Capital Management
Illinois
$258K +$271K +14,600 New
KIA
161
KLR Investment Advisors
Rhode Island
$258K -$24.1K -1,297 -8%
MM
162
MQS Management
New York
$238K +$37.1K +1,995 +17%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$230K -$40.3K -2,170 -14%
Victory Capital Management
164
Victory Capital Management
Texas
$225K -$30.6K -1,649 -11%
CGH
165
Crossmark Global Holdings
Texas
$225K
OAC
166
OMERS Administration Corp
Ontario, Canada
$223K -$106K -5,700 -31%
GCM
167
Graham Capital Management
Connecticut
$215K -$183K -9,868 -45%
AWM
168
Apollon Wealth Management
South Carolina
$213K -$30.3K -1,630 -12%
WC
169
Weil Company
California
$208K +$218K +11,755 New
RJT
170
Raymond James Trust
Florida
$207K +$7.99K +430 +4%
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$205K +$215K +11,581 New
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$197K +$207K +11,118 New
IWM
173
IHT Wealth Management
Illinois
$191K +$201K +10,818 New
DADC
174
D.A. Davidson & Co
Montana
$187K
Cerity Partners
175
Cerity Partners
New York
$187K +$196K +10,545 New

CWAN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2024, worth a combined $3.08B — down 1.8% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CWAN positions and 36 closed out — a net gain of 11 holders — while 99 added to existing stakes and 47 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $80M. The largest seller was Morgan Stanley, cutting an estimated $80.4M.

  • 211 institutional investors held Clearwater Analytics (CWAN) as of Q1 2024, up from 201 in Q4 2023.
  • Funds reported $3.08B of Clearwater Analytics stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 47 funds opened new Clearwater Analytics positions in Q1 2024 and 36 closed out, a net change of +11 holders.
  • The largest Clearwater Analytics buyer in Q1 2024 was Wasatch Advisors, an estimated $80M added.
  • The largest Clearwater Analytics seller in Q1 2024 was Morgan Stanley, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2024.