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Clearwater Analytics
CWAN

Overview Fund Activity

365 hedge funds and large institutions have $6.3B invested in Clearwater Analytics in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 118 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+15
Holders Change %
+4.29%
% of All Funds
4.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
71
Increased
144
Reduced
118
Closed
51
Calls
$10.7M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$9.09M

Top Buyers

1
Blackstone Inc
Blackstone Inc
New York
+$103M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$63.4M
3
BlackRock
BlackRock
New York
+$59M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$56.6M
5
Macquarie Group
Macquarie Group
Australia
+$53.1M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$83.7M
2
CIP
Champlain Investment Partners
Vermont
-$50M
3
Citadel Advisors
Citadel Advisors
Florida
-$46M
4
HRCM
Hood River Capital Management
Florida
-$43.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Toth Financial Advisory
Virginia
$604K +$604K +22,520 New
AWAU
227
Alliance Wealth Advisors (Utah)
Utah
$601K +$601K +22,426 New
State of Wisconsin Investment Board
228
State of Wisconsin Investment Board
Wisconsin
$590K +$97.6K +3,643 +20%
Aviva
229
Aviva
United Kingdom
$580K +$580K +21,642 New
WP
230
Woodline Partners
California
$538K +$231K +8,613 +75%
FCM
231
Fieldview Capital Management
Michigan
$528K +$528K +19,720 New
DWM
232
Diversify Wealth Management
Utah
$525K +$525K +23,119 New
OC
233
Oppenheimer & Co
New York
$524K -$124K -4,616 -19%
PAS
234
Park Avenue Securities
New York
$517K +$181K +6,757 +54%
DF
235
Dunhill Financial
United Kingdom
$509K – – –
AIP
236
Ameritas Investment Partners
Nebraska
$507K +$5.74K +214 +1%
US Bancorp
237
US Bancorp
Minnesota
$492K +$130K +4,836 +36%
NS
238
NBC Securities
Alabama
$490K +$490K +18,288 +101,600%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$482K -$144K -5,391 -23%
Truist Financial
240
Truist Financial
North Carolina
$481K -$106K -3,963 -18%
Lazard Asset Management
241
Lazard Asset Management
New York
$470K -$1.32M -49,255 -74%
SPIA
242
Steward Partners Investment Advisory
New York
$445K -$11.8K -442 -3%
ICP
243
Impact Capital Partners
Colorado
$444K +$48.5K +1,810 +12%
PTC
244
Petrus Trust Company
Texas
$441K +$59K +2,202 +15%
Prudential Financial
245
Prudential Financial
New Jersey
$429K -$352K -11,690 -45%
1C
246
111 Capital
France
$420K +$420K +15,654 New
BAM
247
Bosun Asset Management
Illinois
$419K +$80.2K +2,991 +24%
VI
248
Versor Investments
New York
$415K +$415K +15,500 New
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$413K +$31.6K +1,180 +8%
YMRC
250
Yorktown Management & Research Company
Virginia
$409K +$409K +15,250 New
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