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Clearwater Analytics

393 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

2.77% more ownership

Funds ownership: 107.88%110.66% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $6.3B → $6.18B (-$125M)

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$4.29M
Net Calls
Net Calls Change

Top Buyers

1 +$119M
2 +$102M
3 +$99.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$88.8M
5
Millennium Management
Millennium Management
New York
+$68.6M

Top Sellers

1 -$214M
2 -$59.6M
3 -$41.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$29.5M
5
Invesco
Invesco
Georgia
-$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
251
MML Investors Services
Massachusetts
$462K
Aviva
252
Aviva
United Kingdom
$455K
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$452K
SG Americas Securities
254
SG Americas Securities
New York
$448K
FCM
255
Fieldview Capital Management
Michigan
$439K
TRCT
256
Tower Research Capital (TRC)
New York
$439K
EAM
257
Erste Asset Management
Austria
$437K
WP
258
Woodline Partners
California
$436K
Lazard Asset Management
259
Lazard Asset Management
New York
$435K
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$425K
X
261
Xponance
Pennsylvania
$422K
DF
262
Dunhill Financial
United Kingdom
$417K
KWM
263
Keebeck Wealth Management
Illinois
$408K
Truist Financial
264
Truist Financial
North Carolina
$395K
KeyBank National Association
265
KeyBank National Association
Ohio
$386K
SPIA
266
Steward Partners Investment Advisory
New York
$363K
ICP
267
Impact Capital Partners
Colorado
$360K
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$357K
AAS
269
Avantax Advisory Services
Texas
$349K
ECM
270
Eisler Capital Management
United Kingdom
$341K
YMRC
271
Yorktown Management & Research Company
Virginia
$334K
PWAM
272
Papamarkou Wellner Asset Management
New York
$334K
CWP
273
Curated Wealth Partners
California
$333K
HPC
274
HM Payson & Co
Maine
$331K
FIG
275
Fortress Investment Group
New York
$329K