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Clearwater Analytics

381 hedge funds and large institutions have $7.51B invested in Clearwater Analytics in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 130 increasing their positions, 103 reducing their positions, and 69 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

26% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 103

17% more funds holding

Funds holding: 326381 (+55)

10.78% more ownership

Funds ownership: 97.34%108.12% (+11%)

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$223M
Puts
$99.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$5.43K
HNB
352
Huntington National Bank
Ohio
$4.58K
FFO
353
Fortitude Family Office
Arizona
$3.76K
SIS
354
Sound Income Strategies
Florida
$3.64K
ATC
355
Adirondack Trust Company
New York
$3.38K
BFS
356
Bare Financial Services
Pennsylvania
$3.21K
TWD
357
True Wealth Design
Ohio
$3.04K
MAM
358
Marquette Asset Management
Minnesota
$2.44K
SS
359
Sunbelt Securities
Texas
$2K
PWMG
360
Private Wealth Management Group
New Jersey
$1.5K
CA
361
Crewe Advisors
Utah
$1.42K
BWL
362
Bogart Wealth LLC
Virginia
$1.3K
BAM
363
Bellevue Asset Management
Washington
$1.28K
FNWA
364
Financial Network Wealth Advisors
Utah
$1.21K
KG
365
Kilter Group
New York
$1.09K
HFS
366
Hantz Financial Services
Michigan
$1K
RS
367
Rakuten Securities
Japan
$989
RF
368
Rossby Financial
Florida
$965
QWM
369
Quaker Wealth Management
New Jersey
$772
TPCW
370
TD Private Client Wealth
New York
$724
MCM
371
Manchester Capital Management
Vermont
$700
CFO
372
CVA Family Office
Colorado
$699
TM
373
Torren Management
California
$675
CTC
374
Central Trust Company
Missouri
$628
BIA
375
Bell Investment Advisors
California
$603