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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
TRCT
176
Tower Research Capital (TRC)
New York
$186K +$150K +8,072 +331%
Lazard Asset Management
177
Lazard Asset Management
New York
$181K -$3.48K -187 -2%
WSC
178
Wellington Shields & Co
New York
$177K +$186K +10,000 New
A
179
AlphaQuest
New York
$161K +$169K +9,100 New
RA
180
RiverPark Advisors
New York
$94.9K +$78.1K +4,202 +361%
HNB
181
Hilltop National Bank
Wyoming
$80.4K +$84.4K +4,543 New
EIM
182
Essex Investment Management
Massachusetts
$56.6K -$23.9K -1,287 -29%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$42K +$28.8K +1,548 +188%
EC
184
EntryPoint Capital
New York
$40.6K -$66K -3,551 -61%
RhumbLine Advisers
185
RhumbLine Advisers
Massachusetts
$39.8K
BFEC
186
Benjamin F. Edwards & Company
Missouri
$34K +$28.8K +1,549 +389%
Walleye Capital
187
Walleye Capital
New York
$33.7K +$35.4K +1,904 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$32.8K +$7.3K +393 +27%
AAM
189
Advisors Asset Management
Colorado
$29.9K +$22.9K +1,234 +269%
Bessemer Group
190
Bessemer Group
New Jersey
$28K
US Bancorp
191
US Bancorp
Minnesota
$26.3K
HCM
192
Hollencrest Capital Management
California
$22.1K
EBA
193
Eagle Bay Advisors
New York
$21.4K -$10.5K -566 -32%
AIM
194
Arcadia Investment Management
Michigan
$17.3K
S
195
SignatureFD
Georgia
$13.1K
CT
196
Colonial Trust
South Carolina
$12.8K +$13.4K +721 New
Group One Trading
197
Group One Trading
Illinois
$12.4K +$13K +700 New
SWS
198
SYSTM Wealth Solutions
Illinois
$12K +$7.41K +399 +141%
PTC
199
Private Trust Company
Ohio
$11.6K -$3.03K -163 -20%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.4K +129 +29%

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.