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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
RAM
151
Resona Asset Management
Japan
$661K
SO
152
STRS Ohio
Ohio
$654K
US Bancorp
153
US Bancorp
Minnesota
$635K +$457K +20,302 +419%
NS
154
NBC Securities
Alabama
$633K -$206K -9,153 -27%
WC
155
Weil Company
California
$627K
ET
156
Equitable Trust
Tennessee
$625K -$114K -5,081 -17%
Prudential Financial
157
Prudential Financial
New Jersey
$622K +$554K +24,648 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$618K +$33.4K +1,485 +6%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$608K +$543K +24,145 New
PFM
160
Premier Fund Managers
United Kingdom
$594K
Two Sigma Investments
161
Two Sigma Investments
New York
$547K -$1.34M -59,724 -73%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$527K
DFCM
163
Dark Forest Capital Management
Puerto Rico
$524K -$23.2K -1,030 -5%
Truist Financial
164
Truist Financial
North Carolina
$523K -$27.5K -1,224 -6%
AIM
165
Aigen Investment Management
New York
$523K +$466K +20,701 New
State Board of Administration of Florida Retirement System
166
State Board of Administration of Florida Retirement System
Florida
$520K +$463K +20,590 New
DT
167
Diversified Trust
Tennessee
$517K +$460K +20,464 New
Creative Planning
168
Creative Planning
Kansas
$505K +$450K +19,989 New
DF
169
Dunhill Financial
United Kingdom
$480K
PTC
170
Petrus Trust Company
Texas
$478K -$297K -13,206 -41%
DIM
171
DC Investments Management
Virginia
$473K
GCP
172
GSA Capital Partners
United Kingdom
$469K -$151K -6,727 -27%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$457K +$407K +18,111 New
CWP
174
Curated Wealth Partners
California
$451K +$8.77K +390 +2%
MCC
175
Malaga Cove Capital
California
$443K

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.