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CWAN

Clearwater Analytics

Delisted

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

353 hedge funds and large institutions have $6.15B invested in Clearwater Analytics in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 141 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 17

96% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 72

33% more funds holding

Funds holding: 265353 (+88)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more capital invested

Capital invested by funds: $5B → $6.15B (+$1.15B)

10.07% less ownership

Funds ownership: 123.4%113.33% (-10%)

51% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.22M

Holders
353
Holders Change
+88
Holders Change %
+33.21%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
108
Increased
141
Reduced
72
Closed
17
Calls
$1.08M
Puts
$2.22M
Net Calls
-$1.14M
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
201
Private Advisory Group
Washington
$789K +$814K +28,688 New
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$775K
Schroder Investment Management Group
203
Schroder Investment Management Group
United Kingdom
$710K +$43K +1,517 +6%
SIM
204
Sandia Investment Management
Massachusetts
$688K +$709K +25,000 New
AIM
205
Aigen Investment Management
New York
$686K +$120K +4,220 +20%
AFA
206
Abacus FCF Advisors
Florida
$673K +$694K +24,458 New
OC
207
Oppenheimer & Co
New York
$665K -$253K -8,910 -27%
MCC
208
Malaga Cove Capital
California
$653K +$176K +6,210 +35%
PFM
209
Premier Fund Managers
United Kingdom
$653K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$644K -$30.9K -1,090 -4%
MF
211
Magnetar Financial
Illinois
$626K +$645K +22,737 New
Wolverine Trading
212
Wolverine Trading
Illinois
$614K +$630K +22,188 New
Victory Capital Management
213
Victory Capital Management
Texas
$605K +$130K +4,578 +26%
CPC
214
Cookson Peirce & Co
Pennsylvania
$605K +$624K +21,976 New
Truist Financial
215
Truist Financial
North Carolina
$603K +$34.3K +1,209 +6%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$602K +$215K +7,573 +53%
HSBC Holdings
217
HSBC Holdings
United Kingdom
$590K +$96K +3,382 +19%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$582K +$8.17K +288 +1%
SA
219
Sanctuary Advisors
Indiana
$582K -$19.8K -697 -3%
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$577K +$190K +6,710 +47%
State Board of Administration of Florida Retirement System
221
State Board of Administration of Florida Retirement System
Florida
$567K
JSC
222
Jackson Square Capital
California
$558K +$576K +20,293 New
UWS
223
Unique Wealth Strategies
Illinois
$542K +$558K +19,682 New
SWM
224
Spire Wealth Management
Virginia
$534K +$551K +19,420 New
DF
225
Dunhill Financial
United Kingdom
$523K

CWAN Hedge Fund Activity: Q4 2024 in Review

353 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2024, worth a combined $6.15B — up 23% from $5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CWAN positions and 17 closed out — a net gain of 91 holders — while 141 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $92.9M. The largest seller was Permira Holdings, cutting an estimated $299M.

  • 353 institutional investors held Clearwater Analytics (CWAN) as of Q4 2024, up from 265 in Q3 2024.
  • Funds reported $6.15B of Clearwater Analytics stock for Q4 2024, up 23% quarter-over-quarter.
  • 108 funds opened new Clearwater Analytics positions in Q4 2024 and 17 closed out, a net change of +91 holders.
  • The largest Clearwater Analytics buyer in Q4 2024 was Citadel Advisors, an estimated $92.9M added.
  • The largest Clearwater Analytics seller in Q4 2024 was Permira Holdings, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.