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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 %
MML Investors Services
276
MML Investors Services
Massachusetts
$283K +$57.4K +2,142 +25%
DADC
277
D.A. Davidson & Co
Montana
$283K – – –
PHK
278
Point72 Hong Kong
Hong Kong
$281K +$281K +10,494 New
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$279K -$15.2K -568 -5%
SIM
280
Sandia Investment Management
Massachusetts
$268K -$402K -15,000 -60%
CFO
281
Callan Family Office
Pennsylvania
$251K -$190K -7,099 -43%
KBC Group
282
KBC Group
Belgium
$249K +$6.28K +234 +3%
M&T Bank
283
M&T Bank
New York
$233K -$1.79M -66,726 -88%
NG
284
Norden Group
Utah
$232K +$232K +8,674 New
PCM
285
Prelude Capital Management
New York
$218K -$101K -3,754 -32%
LA
286
Lindenwold Advisors
Pennsylvania
$217K -$37.9K -1,415 -15%
TRCT
287
Tower Research Capital (TRC)
New York
$215K -$48.5K -1,811 -18%
COI
288
Connable Office Inc
Michigan
$213K – – –
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$213K -$64.7K -2,413 -23%
Amundi
290
Amundi
France
$212K -$30.9K -1,234 -13%
IWC
291
Integrated Wealth Concepts
Massachusetts
$208K +$208K +7,756 New
Mariner
292
Mariner
Kansas
$206K -$26.7K -996 -11%
PWG
293
Portside Wealth Group
Utah
$206K +$206K +7,675 New
MIM
294
Marco Investment Management
Georgia
$202K – – –
SG Americas Securities
295
SG Americas Securities
New York
$195K +$46.4K +1,731 +31%
A
296
AlphaQuest
New York
$193K -$212K -7,895 -52%
AB
297
Amalgamated Bank
New York
$173K +$9.37K +349 +6%
AAM
298
Advisors Asset Management
Colorado
$128K +$4.53K +169 +4%
Walleye Trading
299
Walleye Trading
New York
$120K +$120K +4,491 New
Canada Pension Plan Investment Board
300
Canada Pension Plan Investment Board
Ontario, Canada
$115K -$6.96M -259,700 -98%
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