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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
EBA
201
Eagle Bay Advisors
New York
$22.4K
AIM
202
Arcadia Investment Management
Michigan
$22K +$3.81K +211 +22%
HIM
203
Hillsdale Investment Management
Ontario, Canada
$14.8K -$496K -27,500 -97%
PTC
204
Private Trust Company
Ohio
$13.4K +$1.21K +67 +10%
CA
205
Clearstead Advisors
Ohio
$12.8K +$12.5K +691 New
SWS
206
SYSTM Wealth Solutions
Illinois
$12.6K
S
207
SignatureFD
Georgia
$10.6K -$3.03K -168 -23%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.41K -78 -14%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$6.89K +$6.71K +372 New
HNB
210
Huntington National Bank
Ohio
$6.39K +$18 +1 +0.3%
FNWA
211
Financial Network Wealth Advisors
Utah
$6.13K +$5.29K +293 New
Osaic Holdings
212
Osaic Holdings
Arizona
$5.98K -$2.35K -130 -29%
MA
213
MCF Advisors
Kentucky
$5.69K +$974 +54 +21%
MIFH
214
Migdal Insurance & Financial Holdings
Israel
$5K -$2.24K -124 -30%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$3.7K
AF
216
Allworth Financial
California
$3.39K +$1.77K +98 +138%
LC
217
Lindbrook Capital
California
$3.28K +$3.19K +177 New
AWM
218
Avior Wealth Management
Nebraska
$3.11K +$3.03K +168 New
IHWM
219
Iron Horse Wealth Management
Iowa
$2.76K
PWMG
220
Private Wealth Management Group
New Jersey
$2.65K +$1.46K +81 +131%
TFM
221
TFC Financial Management
Massachusetts
$2.22K
TWP
222
Triad Wealth Partners
Kansas
$1.46K +$1.43K +79 New
OWA
223
Opal Wealth Advisors
New York
$1.15K +$1.12K +62 New
BIA
224
Bell Investment Advisors
California
$556 +$541 +30 New
SC
225
Stephens Consulting
Michigan
$501 +$487 +27 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.