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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
Victory Capital Management
176
Victory Capital Management
Texas
$440K +$44.2K +1,964 +13%
WB
177
WesBanco Bank
West Virginia
$430K
SPIA
178
Steward Partners Investment Advisory
New York
$417K -$8.46K -376 -2%
AIP
179
Ameritas Investment Partners
Nebraska
$388K +$37.2K +1,655 +12%
HPC
180
HM Payson & Co
Maine
$381K -$49.3K -2,190 -13%
CMI
181
Clare Market Investments
Texas
$379K
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$378K
QPW
183
Quantum Private Wealth
Florida
$375K
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$362K +$23.1K +1,026 +8%
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$360K +$321K +14,260 New
ATC
186
Argent Trust Co
Tennessee
$354K -$18.7K -830 -6%
BCI
187
Brinker Capital Investments
Pennsylvania
$346K +$308K +13,711 New
OPS
188
Orion Portfolio Solutions
Nebraska
$346K +$308K +13,711 New
CIC
189
Cornercap Investment Counsel
Georgia
$343K -$335K -14,886 -52%
BWP
190
Baldwin Wealth Partners
Massachusetts
$341K +$304K +13,507 New
HC
191
Henshaw Capital
Massachusetts
$339K +$302K +13,434 New
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$331K +$295K +13,117 New
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$330K +$11.9K +531 +4%
NC
194
nVerses Capital
Florida
$300K +$6.75K +300 +3%
AWM
195
Apollon Wealth Management
South Carolina
$297K -$3.22K -143 -1%
IWM
196
IHT Wealth Management
Illinois
$288K +$13.4K +598 +6%
RJT
197
Raymond James Trust
Florida
$288K -$3.73K -166 -1%
ABC
198
Associated Banc-Corp
Wisconsin
$283K +$252K +11,204 New
Cerity Partners
199
Cerity Partners
New York
$275K +$245K +10,896 New
DADC
200
D.A. Davidson & Co
Montana
$266K

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.