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CWAN

Clearwater Analytics

Delisted

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

229 hedge funds and large institutions have $3.5B invested in Clearwater Analytics in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $750K

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.08B → $3.5B (+$422M)

9% more funds holding

Funds holding: 211229 (+18)

5.97% less ownership

Funds ownership: 134.87%128.89% (-6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
91
Reduced
66
Closed
32
Calls
$1.67M
Puts
$750K
Net Calls
+$918K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$214K -$2.44K -135 -1%
Capstone Investment Advisors
177
Capstone Investment Advisors
New York
$214K -$1.03M -57,175 -83%
CL
178
CIM LLC
New York
$209K +$158K +8,784 New
A
179
AlphaQuest
New York
$206K +$36.4K +2,017 +22%
SPS
180
Susquehanna Portfolio Strategies
Pennsylvania
$204K -$518K -28,713 -72%
IWM
181
IHT Wealth Management
Illinois
$200K
DADC
182
D.A. Davidson & Co
Montana
$195K
WSC
183
Wellington Shields & Co
New York
$185K
Canada Pension Plan Investment Board
184
Canada Pension Plan Investment Board
Ontario, Canada
$157K +$153K +8,500 New
Amundi
185
Amundi
France
$155K +$151K +8,351 New
RA
186
RiverPark Advisors
New York
$132K +$32K +1,774 +33%
Point72 Asset Management
187
Point72 Asset Management
Connecticut
$90.9K +$88.5K +4,908 New
AB
188
Amalgamated Bank
New York
$90K +$87.4K +4,844 New
US Bancorp
189
US Bancorp
Minnesota
$89.8K +$60.7K +3,366 +227%
HNB
190
Hilltop National Bank
Wyoming
$84.1K
BFEC
191
Benjamin F. Edwards & Company
Missouri
$81K +$43.7K +2,425 +125%
KBC Group
192
KBC Group
Belgium
$75K +$72.8K +4,038 New
Fidelity Investments
193
Fidelity Investments
Massachusetts
$62.6K +$18.1K +1,006 +42%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$55.7K +$20.8K +1,152 +62%
EIM
195
Essex Investment Management
Massachusetts
$52K -$7.04K -390 -12%
AAM
196
Advisors Asset Management
Colorado
$47.8K +$16K +886 +52%
Bessemer Group
197
Bessemer Group
New Jersey
$29K
FFA
198
Farther Finance Advisors
California
$26.2K +$25.8K +1,431 New
HCM
199
Hollencrest Capital Management
California
$25.3K +$2.04K +113 +9%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$23.8K +$23.2K +1,285 New

CWAN Hedge Fund Activity: Q2 2024 in Review

229 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2024, worth a combined $3.5B — up 14% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CWAN positions and 32 closed out — a net gain of 20 holders — while 91 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Permira Holdings, cutting an estimated $96.8M.

  • 229 institutional investors held Clearwater Analytics (CWAN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.5B of Clearwater Analytics stock for Q2 2024, up 14% quarter-over-quarter.
  • 52 funds opened new Clearwater Analytics positions in Q2 2024 and 32 closed out, a net change of +20 holders.
  • The largest Clearwater Analytics buyer in Q2 2024 was BlackRock, an estimated $135M added.
  • The largest Clearwater Analytics seller in Q2 2024 was Permira Holdings, an estimated $96.8M sold.

Based on aggregated 13F filings for Q2 2024.