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Clearwater Analytics

322 hedge funds and large institutions have $5.05B invested in Clearwater Analytics in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 117 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less funds holding

Funds holding: 393322 (-71)

18% less capital invested

Capital invested by funds: $6.18B → $5.05B (-$1.13B)

57% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 107

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$44.9M
Puts
$10.3M
Net Calls
Net Calls Change

Top Sellers

1 -$176M
2 -$113M
3 -$103M
4
Invesco
Invesco
Georgia
-$75.8M
5
Millennium Management
Millennium Management
New York
-$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$3.86K
PTC
302
Private Trust Company
Ohio
$3.75K
SS
303
SBI Securities
Japan
$3.41K
LFG
304
Larson Financial Group
Missouri
$2.81K
RS
305
Rakuten Securities
Japan
$2.7K
NA
306
NewEdge Advisors
Louisiana
$2.7K
SIS
307
Sound Income Strategies
Florida
$2.69K
WA
308
WPG Advisers
Maryland
$2.69K
PWMG
309
Private Wealth Management Group
New Jersey
$2.58K
Jones Financial Companies
310
Jones Financial Companies
Missouri
$1.92K
MAM
311
Marquette Asset Management
Minnesota
$1.37K
MA
312
Montag & Associates
Georgia
$1.1K
BFS
313
Bare Financial Services
Pennsylvania
$1.01K
HFS
314
Hantz Financial Services
Michigan
$1K
FNWA
315
Financial Network Wealth Advisors
Utah
$901
WANY
316
Wealthspire Advisors (New York)
New York
$613
BIA
317
Bell Investment Advisors
California
$541
GRP
318
Global Retirement Partners
California
$396
SS
319
Sunbelt Securities
Texas
$378
AUB
320
Atlantic Union Bankshares
Virginia
$343
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$306
Toronto Dominion Bank
322
Toronto Dominion Bank
Ontario, Canada
$180
Norges Bank
323
Norges Bank
Norway
Loomis, Sayles & Company
324
Loomis, Sayles & Company
Massachusetts
Fuller & Thaler Asset Management
325
Fuller & Thaler Asset Management
California