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

Top Sellers

1
PH
1
Permira Holdings
Guernsey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$497K
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$327K
5
Invesco
5
Invesco
Georgia
$97M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
301
Argent Trust Co
Tennessee
$245K +$4.69K +214 +2%
Capstone Investment Advisors
302
Capstone Investment Advisors
New York
$241K +$241K +11,000 New
IWM
303
IHT Wealth Management
Illinois
$241K -$110 -5 -0%
SI
304
Stephens Inc
Arkansas
$239K +$239K +10,921 New
QCM
305
Quantinno Capital Management
New York
$237K +$237K +10,810 New
DADC
306
D.A. Davidson & Co
Montana
$231K – – –
HR
307
Hardy Reed
Mississippi
$229K +$229K +10,464 New
CAU
308
Caxton Associates (UK)
$227K -$52.5K -2,395 -19%
Cerity Partners
309
Cerity Partners
New York
$222K -$32K -1,461 -13%
CGIM
310
Cannon Global Investment Management
Florida
$219K +$219K +10,000 New
QCM
311
Qsemble Capital Management
New York
$215K -$1.99M -90,815 -90%
WF
312
WoodTrust Financial
Wisconsin
$214K +$214K +9,750 New
PWG
313
Portside Wealth Group
Utah
$213K +$44.6K +2,035 +27%
VA
314
Vident Advisory
Georgia
$208K +$208K +9,477 New
PA
315
PharVision Advisers
Florida
$203K +$203K +9,260 New
IWC
316
Integrated Wealth Concepts
Massachusetts
$202K +$31.7K +1,444 +19%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$196K +$180K +8,187 +1,066%
ACM
318
Aster Capital Management
United Arab Emirates
$172K +$172K +7,838 New
HIIFS
319
Harel Insurance Investments & Financial Services
Israel
$171K +$171K +7,789 New
AB
320
Amalgamated Bank
New York
$141K – – –
KBC Group
321
KBC Group
Belgium
$140K -$63.3K -2,889 -31%
RA
322
RiverPark Advisors
New York
$119K -$117K -5,329 -50%
HNB
323
Hilltop National Bank
Wyoming
$108K +$108K +4,914 New
C
324
Covestor
United Kingdom
$96K +$86.2K +3,936 +881%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$94K +$25.2K +1,151 +37%
11 12
13
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