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Clearwater Analytics
CWAN

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
$497M
2
Citadel Advisors
Citadel Advisors
Florida
$143M
3
HRCM
Hood River Capital Management
Florida
$99.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$599M
5
Millennium Management
Millennium Management
New York
$99.8M

Top Sellers

1
PH
Permira Holdings
Guernsey
$0
2
DCM
Driehaus Capital Management
Illinois
$497K
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$327K
5
Invesco
Invesco
Georgia
$97M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
276
Brinker Capital Investments
Pennsylvania
$327K +$5.57K +254 +2%
Renaissance Technologies
277
Renaissance Technologies
New York
$327K -$29.5M -1,344,201 -99%
QPW
278
Quantum Private Wealth
Florida
$325K – – –
MF
279
Magnetar Financial
Illinois
$325K +$30.5K +1,393 +10%
WB
280
WesBanco Bank
West Virginia
$322K – – –
CC
281
Corton Capital
Ontario, Canada
$322K +$322K +14,695 New
LCM
282
Legato Capital Management
California
$311K -$243K -11,093 -44%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$310K +$310K +14,155 New
AC
284
AXQ Capital
New Jersey
$306K +$306K +13,963 New
FC
285
FCA Corp
Texas
$302K +$15.3K +699 +5%
American Century Companies
286
American Century Companies
Missouri
$301K -$1.22M -55,672 -80%
M&T Bank
287
M&T Bank
New York
$289K +$98.6K +4,492 +52%
Schroder Investment Management Group
288
Schroder Investment Management Group
United Kingdom
$285K -$250K -11,409 -47%
FDP
289
Financiere des Professionnels
Quebec, Canada
$284K +$284K +12,932 New
COI
290
Connable Office Inc
Michigan
$282K +$108K +4,909 +62%
NG
291
Norden Group
Utah
$274K +$83.3K +3,800 +44%
WIA
292
World Investment Advisors
California
$272K +$272K +12,398 New
KAS
293
Kestra Advisory Services
Texas
$272K +$272K +12,394 New
AWM
294
Apollon Wealth Management
South Carolina
$266K -$4.83K -220 -2%
PCM
295
Prelude Capital Management
New York
$264K +$84.8K +3,868 +47%
Walleye Trading
296
Walleye Trading
New York
$263K +$165K +7,503 +167%
DWM
297
Dakota Wealth Management
Florida
$261K +$261K +11,882 New
Polen Capital Management
298
Polen Capital Management
Florida
$258K -$2.48M -113,107 -91%
Mackenzie Financial
299
Mackenzie Financial
Ontario, Canada
$257K +$28.4K +1,295 +12%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$254K -$5.62K -254 -2%
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