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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 %
WA
326
WPG Advisers
Maryland
$14.2K +$2.06K +77 +17%
WSFS
327
Wilmington Savings Fund Society
Delaware
$13.4K +$5.36K +200 +67%
PTC
328
Private Trust Company
Ohio
$12.2K -$3.94K -147 -24%
C
329
Covestor
United Kingdom
$12K +$11.7K +437 +4,370%
FHA
330
First Horizon Advisors
Tennessee
$10.8K +$4.26K +159 +65%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$10.8K -$1.66M -74,670 -99%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$9.73K +$1.64K +61 +20%
RA
333
Rise Advisors
New York
$9.59K +$9.59K +358 New
TFM
334
TFC Financial Management
Massachusetts
$8.68K – – –
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$8K -$1.94K -70 -20%
SS
336
SBI Securities
Japan
$7.85K -$509 -19 -6%
RIL
337
Rothschild Investment LLC
Illinois
$7.5K +$2.81K +105 +60%
HNB
338
Huntington National Bank
Ohio
$6.35K -$2.79K -104 -30%
PS
339
Principal Securities
Iowa
$5.81K – – –
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.36K – – –
LC
341
Lindbrook Capital
California
$5.04K +$1.77K +66 +54%
CCM
342
Coldstream Capital Management
Washington
$4.29K +$4.29K +160 New
EWA
343
EverSource Wealth Advisors
Alabama
$4.29K +$2.47K +92 +135%
AF
344
Allworth Financial
California
$4.07K +$1.14K +50 +39%
IHWM
345
Iron Horse Wealth Management
Iowa
$3.99K – – –
AF
346
Advisornet Financial
Minnesota
$3.89K +$3.89K +145 New
PWMG
347
Private Wealth Management Group
New Jersey
$3.83K – – –
TPCW
348
TD Private Client Wealth
New York
$3.56K +$3.56K +133 New
CIAM
349
Caitong International Asset Management
Hong Kong
$3.51K -$85.4K -3,185 -96%
HWP
350
Highline Wealth Partners
California
$3.32K +$3.32K +124 New
12 13
14
15 16