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Clearwater Analytics

395 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, 95 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

2.75% more ownership

Funds ownership: 107.92%110.67% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $6.31B → $6.18B (-$127M)

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$4.29M
Net Calls
Net Calls Change

Top Buyers

1 +$119M
2 +$102M
3 +$99.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$88.8M
5
Millennium Management
Millennium Management
New York
+$68.6M

Top Sellers

1 -$214M
2 -$59.6M
3 -$41.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$29.5M
5
Invesco
Invesco
Georgia
-$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
376
Riggs Asset Management
Pennsylvania
$4.5K
AAP
377
Arax Advisory Partners
Colorado
$4.32K
CIAM
378
Caitong International Asset Management
Hong Kong
$3.49K
IHWM
379
Iron Horse Wealth Management
Iowa
$3.27K
KG
380
Kilter Group
New York
$3.16K
PWMG
381
Private Wealth Management Group
New Jersey
$3.14K
EWA
382
EverSource Wealth Advisors
Alabama
$2.85K
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$2.48K
NA
384
NewEdge Advisors
Louisiana
$2.19K
BIG
385
Brooklyn Investment Group
New York
$1.71K
BFS
386
Bare Financial Services
Pennsylvania
$1.16K
BIA
387
Bell Investment Advisors
California
$1.14K
FNWA
388
Financial Network Wealth Advisors
Utah
$1.1K
TWD
389
True Wealth Design
Ohio
$549
GRP
390
Global Retirement Partners
California
$504
FFO
391
Fortitude Family Office
Arizona
$482
AT
392
Arlington Trust
Alabama
$461
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$132
TPWA
394
Twin Peaks Wealth Advisors
California
$57
PH
395
Permira Holdings
Guernsey
Lord, Abbett & Co
396
Lord, Abbett & Co
New Jersey
Voloridge Investment Management
397
Voloridge Investment Management
Florida
STP
398
Science & Technology Partners
New York
1832 Asset Management
399
1832 Asset Management
Ontario, Canada
CM
400
Castleark Management
Illinois