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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
X
201
Xponance
Pennsylvania
$253K +$225K +10,016 New
Amundi
202
Amundi
France
$242K +$28.9K +1,285 +15%
LA
203
Lindenwold Advisors
Pennsylvania
$239K +$213K +9,460 New
HighTower Advisors
204
HighTower Advisors
Illinois
$237K +$211K +9,400 New
CL
205
CIM LLC
New York
$234K +$10.7K +475 +5%
KWM
206
Kolinsky Wealth Management
New Jersey
$232K +$207K +9,192 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$232K +$130K +5,790 +171%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$228K +$203K +9,036 New
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$224K +$199K +8,864 New
COI
210
Connable Office Inc
Michigan
$201K +$179K +7,943 New
CIP
211
Cornerstone Investment Partners
Georgia
$200K +$178K +7,930 New
SG Americas Securities
212
SG Americas Securities
New York
$156K -$292K -12,982 -68%
RA
213
RiverPark Advisors
New York
$149K -$27.9K -1,242 -17%
Canada Pension Plan Investment Board
214
Canada Pension Plan Investment Board
Ontario, Canada
$139K -$67.5K -3,000 -35%
AB
215
Amalgamated Bank
New York
$122K
ETC
216
Exchange Traded Concepts
Oklahoma
$117K +$104K +4,637 New
KBC Group
217
KBC Group
Belgium
$102K
HNB
218
Hilltop National Bank
Wyoming
$102K -$11.4K -505 -11%
AAM
219
Advisors Asset Management
Colorado
$90.2K +$22.4K +995 +39%
GWP
220
Gen-Wealth Partners
Michigan
$72.6K +$60.7K +2,700 New
EIM
221
Essex Investment Management
Massachusetts
$70.9K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$70.2K -$5.02K -223 -7%
TRCT
223
Tower Research Capital (TRC)
New York
$62.1K -$291K -12,940 -84%
FMP
224
Financial Management Professionals
Texas
$58K +$51.5K +2,291 New
A
225
AlphaQuest
New York
$47.6K -$208K -9,231 -83%

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.