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Clearwater Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
326
Advisors Asset Management
Colorado
$90.6K -$14K -638 -13%
ETC
327
Exchange Traded Concepts
Oklahoma
$83.7K +$6.58K +300 +9%
AssetMark Inc
328
AssetMark Inc
California
$76.7K -$5.31K -242 -6%
QL
329
Quarry LP
New York
$71.6K +$25.7K +1,172 +56%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$67K -$87 -4 -0.1%
NS
331
NBC Securities
Alabama
$65K -$332K -15,310 -84%
WTC
332
WhitTier Trust Company
Nevada
$57.8K +$19K +867 +49%
A
333
AlphaQuest
New York
$51.3K -$107K -4,864 -68%
BNP Paribas Asset Management
334
BNP Paribas Asset Management
France
$51K +$51K +2,334 New
AIM
335
Arcadia Investment Management
Michigan
$45.1K
PS
336
Principal Securities
Iowa
$44K +$39.4K +1,795 +851%
NL
337
NVWM LLC
Pennsylvania
$37.3K
IA
338
IFP Advisors
Florida
$35.7K +$2.99K +133 +9%
Bessemer Group
339
Bessemer Group
New Jersey
$35K +$16K +708 +85%
FHA
340
First Horizon Advisors
Tennessee
$33.4K +$24.6K +1,121 +279%
CA
341
Clearstead Advisors
Ohio
$28.4K +$9.28K +423 +49%
GI
342
GAMMA Investing
California
$25.7K -$3.09K -141 -11%
EIM
343
Essex Investment Management
Massachusetts
$25.6K
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$25K +$18.6K +841 +292%
PPC
345
Park Place Capital
Alabama
$23K +$23K +1,052 New
Osaic Holdings
346
Osaic Holdings
Arizona
$22.2K +$2.32K +92 +12%
RS
347
Rakuten Securities
Japan
$22.1K +$21.7K +991 +5,506%
WSFS
348
Wilmington Savings Fund Society
Delaware
$21.9K +$11K +500 +100%
PWA
349
Physician Wealth Advisors
Utah
$18.8K +$18.8K +855 New
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$18.6K