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Clearwater Analytics

392 hedge funds and large institutions have $6.18B invested in Clearwater Analytics in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 197 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+27
Holders Change %
+7.4%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
80
Increased
197
Reduced
93
Closed
48
Calls
$34.7M
Puts
$4.29M
Net Calls
+$30.4M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
251
MML Investors Services
Massachusetts
$462K +$230K +10,516 +100%
Aviva
252
Aviva
United Kingdom
$455K -$19.5K -888 -4%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$452K +$181K +8,255 +67%
SG Americas Securities
254
SG Americas Securities
New York
$448K +$289K +13,175 +181%
FCM
255
Fieldview Capital Management
Michigan
$439K +$6.6K +301 +2%
TRCT
256
Tower Research Capital (TRC)
New York
$439K +$263K +11,984 +149%
EAM
257
Erste Asset Management
Austria
$437K +$437K +19,528 New
WP
258
Woodline Partners
California
$436K -$3.82K -174 -0.9%
Lazard Asset Management
259
Lazard Asset Management
New York
$435K +$51.1K +2,339 +13%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$425K +$251K +11,458 +144%
X
261
Xponance
Pennsylvania
$422K +$113K +5,148 +37%
DF
262
Dunhill Financial
United Kingdom
$417K
KWM
263
Keebeck Wealth Management
Illinois
$408K +$408K +18,589 New
Truist Financial
264
Truist Financial
North Carolina
$395K +$1.45K +66 +0.4%
KeyBank National Association
265
KeyBank National Association
Ohio
$386K +$95.4K +4,350 +33%
SPIA
266
Steward Partners Investment Advisory
New York
$363K -$482 -22 -0.1%
ICP
267
Impact Capital Partners
Colorado
$360K -$3.71K -169 -1%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$357K -$37.2K -1,698 -9%
AAS
269
Avantax Advisory Services
Texas
$349K +$349K +15,913 New
ECM
270
Eisler Capital Management
United Kingdom
$341K +$341K +15,552 New
YMRC
271
Yorktown Management & Research Company
Virginia
$334K
PWAM
272
Papamarkou Wellner Asset Management
New York
$334K
CWP
273
Curated Wealth Partners
California
$333K +$2K +91 +0.6%
FIG
274
Fortress Investment Group
New York
$329K -$722K -32,906 -69%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$328K