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Clearwater Analytics

380 hedge funds and large institutions have $7.51B invested in Clearwater Analytics in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 130 increasing their positions, 103 reducing their positions, and 68 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: 326380 (+54)

10.93% more ownership

Funds ownership: 97.34%108.27% (+11%)

Holders
380
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
HNB
351
Huntington National Bank
Ohio
$4.58K
FFO
352
Fortitude Family Office
Arizona
$3.76K
SIS
353
Sound Income Strategies
Florida
$3.64K
ATC
354
Adirondack Trust Company
New York
$3.38K
BFS
355
Bare Financial Services
Pennsylvania
$3.21K
TWD
356
True Wealth Design
Ohio
$3.04K
MAM
357
Marquette Asset Management
Minnesota
$2.44K
SS
358
Sunbelt Securities
Texas
$2K
PWMG
359
Private Wealth Management Group
New Jersey
$1.5K
CA
360
Crewe Advisors
Utah
$1.42K
BWL
361
Bogart Wealth LLC
Virginia
$1.3K
BAM
362
Bellevue Asset Management
Washington
$1.28K
FNWA
363
Financial Network Wealth Advisors
Utah
$1.21K
KG
364
Kilter Group
New York
$1.09K
HFS
365
Hantz Financial Services
Michigan
$1K
RS
366
Rakuten Securities
Japan
$989
RF
367
Rossby Financial
Florida
$965
QWM
368
Quaker Wealth Management
New Jersey
$772
TPCW
369
TD Private Client Wealth
New York
$724
MCM
370
Manchester Capital Management
Vermont
$700
CFO
371
CVA Family Office
Colorado
$699
TM
372
Torren Management
California
$675
CTC
373
Central Trust Company
Missouri
$628
BIA
374
Bell Investment Advisors
California
$603
PWA
375
Principia Wealth Advisory
Texas
$555