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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 %
PWAM
251
Papamarkou Wellner Asset Management
New York
$408K +$408K +15,240 New
HPC
252
HM Payson & Co
Maine
$405K – – –
QC
253
Quantessence Capital
New York
$405K +$405K +15,100 New
CWP
254
Curated Wealth Partners
California
$404K -$24.6K -919 -6%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$401K – – –
QPW
256
Quantum Private Wealth
Florida
$398K – – –
WB
257
WesBanco Bank
West Virginia
$394K – – –
OPS
258
Orion Portfolio Solutions
Nebraska
$393K -$23.7K -884 -6%
BCI
259
Brinker Capital Investments
Pennsylvania
$393K -$23.7K -884 -6%
X
260
Xponance
Pennsylvania
$377K +$36.3K +1,354 +11%
PD
261
Point72 (DIFC)
United Arab Emirates
$368K +$131K +4,884 +55%
CT
262
Chicago Trust
Illinois
$361K +$361K +13,475 New
MF
263
Magnetar Financial
Illinois
$360K -$250K -9,311 -41%
KeyBank National Association
264
KeyBank National Association
Ohio
$355K +$355K +13,238 New
FC
265
FCA Corp
Texas
$350K +$350K +13,069 New
EC
266
EntryPoint Capital
New York
$350K – – –
CAU
267
Caxton Associates (UK)
$341K +$341K +12,735 New
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$331K +$257K +9,589 +348%
AWM
269
Apollon Wealth Management
South Carolina
$331K +$12.3K +459 +4%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$314K +$314K +11,704 New
Cerity Partners
271
Cerity Partners
New York
$311K +$21.3K +793 +7%
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$295K +$53.7K +2,002 +22%
IWM
273
IHT Wealth Management
Illinois
$294K +$134 +5 +0%
ATC
274
Argent Trust Co
Tennessee
$293K -$77.9K -2,908 -21%
RA
275
RiverPark Advisors
New York
$288K +$134K +4,991 +87%
9 10
11
12 13