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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
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$8.02K +$8.64K +465 New
Osaic Holdings
202
Osaic Holdings
Arizona
$8.01K -$156K -8,377 -95%
MIFH
203
Migdal Insurance & Financial Holdings
Israel
$7K +$3.07K +165 +67%
HNB
204
Huntington National Bank
Ohio
$6.09K +$855 +46 +15%
MA
205
MCF Advisors
Kentucky
$4.48K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$3.54K -$520 -28 -12%
IHWM
207
Iron Horse Wealth Management
Iowa
$2.64K
TFM
208
TFC Financial Management
Massachusetts
$2.12K
AF
209
Allworth Financial
California
$1.26K +$966 +52 +274%
PWMG
210
Private Wealth Management Group
New Jersey
$1.1K +$1.15K +62 New
GI
211
Gradient Investments
Minnesota
$177 +$186 +10 New
DIG
212
Dragoneer Investment Group
California
-$17.9M -893,361 Closed
DCP
213
Durable Capital Partners
Maryland
-$16M -796,686 Closed
GCM
214
Ghisallo Capital Management
Massachusetts
-$14M -700,000 Closed
Lord, Abbett & Co
215
Lord, Abbett & Co
New Jersey
-$13.3M -664,372 Closed
SFM
216
Soros Fund Management
New York
-$10.4M -520,000 Closed
Voloridge Investment Management
217
Voloridge Investment Management
Florida
-$10.4M -519,387 Closed
HI
218
HBK Investments
Texas
-$8.01M -400,000 Closed
Principal Financial Group
219
Principal Financial Group
Iowa
-$7.97M -397,941 Closed
RCMU
220
Rokos Capital Management (UK)
United Kingdom
-$7.01M -350,000 Closed
CM
221
Castleark Management
Illinois
-$6.14M -306,540 Closed
Hudson Bay Capital Management
222
Hudson Bay Capital Management
Connecticut
-$3.16M -157,744 Closed
GCP
223
GSA Capital Partners
United Kingdom
-$1.26M -62,862 Closed
MS
224
Maven Securities
Jersey
-$1.04M -51,736 Closed
AFM
225
Anson Funds Management
Texas
-$1M -50,000 Closed

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.