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Clearwater Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
301
AssetMark Inc
California
$100K -$7.56K -282 -7%
ETC
302
Exchange Traded Concepts
Oklahoma
$94.3K -$44K -1,641 -32%
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$84.1K +$241 +9 +0.3%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$82K +$71.9K +2,694 +715%
FMP
305
Financial Management Professionals
Texas
$56.2K -$4.82K -180 -8%
QL
306
Quarry LP
New York
$56.1K +$50.9K +1,900 +979%
AIM
307
Arcadia Investment Management
Michigan
$55.1K
WTC
308
WhitTier Trust Company
Nevada
$47.4K
NL
309
NVWM LLC
Pennsylvania
$45.6K +$45.6K +1,700 New
IA
310
IFP Advisors
Florida
$39.3K
GI
311
GAMMA Investing
California
$35.2K +$831 +31 +2%
FFA
312
Farther Finance Advisors
California
$33.9K -$52 -2 -0.2%
HT
313
Headlands Technologies
Illinois
$32.2K -$139K -5,202 -81%
Optiver Holding
314
Optiver Holding
Netherlands
$31.4K +$31.4K +1,173 New
EIM
315
Essex Investment Management
Massachusetts
$31.2K
HCM
316
Hollencrest Capital Management
California
$23.4K +$8.44K +315 +56%
CA
317
Clearstead Advisors
Ohio
$23.3K +$2.33K +87 +11%
Bessemer Group
318
Bessemer Group
New Jersey
$23K -$770K -28,012 -97%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$22.7K
Osaic Holdings
320
Osaic Holdings
Arizona
$21.1K -$11.3K -420 -35%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$20.6K -$4.88K -182 -19%
GWM
322
Geneos Wealth Management
Colorado
$19.5K
Jones Financial Companies
323
Jones Financial Companies
Missouri
$18.6K +$2.57K +97 +16%
S
324
SignatureFD
Georgia
$16.2K +$938 +35 +6%
MA
325
MCF Advisors
Kentucky
$15K +$8.44K +315 +129%