CWAN icon

Clearwater Analytics
CWAN

Overview Fund Activity

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$497M
2
Citadel Advisors
2
Citadel Advisors
Florida
$143M
3
HRCM
3
Hood River Capital Management
Florida
$99.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$599M
5
Millennium Management
5
Millennium Management
New York
$99.8M

Top Sellers

1
PH
1
Permira Holdings
Guernsey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$497K
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$327K
5
Invesco
5
Invesco
Georgia
$97M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
376
Iron Horse Wealth Management
Iowa
$3.27K – – –
KG
377
Kilter Group
New York
$3.16K +$3.16K +144 New
PWMG
378
Private Wealth Management Group
New Jersey
$3.14K – – –
EWA
379
EverSource Wealth Advisors
Alabama
$2.85K -$658 -30 -19%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$2.48K -$5.48K -250 -69%
NA
381
NewEdge Advisors
Louisiana
$2.19K – – –
BIG
382
Brooklyn Investment Group
New York
$1.71K +$175 +8 +11%
BFS
383
Bare Financial Services
Pennsylvania
$1.16K +$1.16K +53 New
BIA
384
Bell Investment Advisors
California
$1.14K +$483 +22 +73%
FNWA
385
Financial Network Wealth Advisors
Utah
$1.1K +$241 +11 +28%
TWD
386
True Wealth Design
Ohio
$549 +$505 +23 +1,150%
GRP
387
Global Retirement Partners
California
$504 +$504 +23 New
FFO
388
Fortitude Family Office
Arizona
$482 +$482 +22 New
AT
389
Arlington Trust
Alabama
$461 +$461 +21 New
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$132 -$352 -16 -73%
TPWA
391
Twin Peaks Wealth Advisors
California
$57 +$57 +3 New
PH
392
Permira Holdings
Guernsey
– -$214M -7,983,533 Closed
Lord, Abbett & Co
393
Lord, Abbett & Co
New Jersey
– -$41.8M -1,561,249 Closed
Voloridge Investment Management
394
Voloridge Investment Management
Florida
– -$20.1M -751,042 Closed
STP
395
Science & Technology Partners
New York
– -$18.3M -681,771 Closed
1832 Asset Management
396
1832 Asset Management
Ontario, Canada
– -$5.99M -223,400 Closed
CM
397
Castleark Management
Illinois
– -$4.98M -186,000 Closed
SSA
398
Schonfeld Strategic Advisors
New York
– -$4.9M -182,650 Closed
LCG
399
Lisanti Capital Growth
New York
– -$3.59M -134,035 Closed
MIM
400
Monashee Investment Management
Massachusetts
– -$2.81M -105,000 Closed
14 15
16
17 18