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Clearwater Analytics

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

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:

2.77% more ownership

Funds ownership: 107.88%110.65% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $6.3B → $6.18B (-$126M)

Holders
392
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
IHWM
376
Iron Horse Wealth Management
Iowa
$3.27K
KG
377
Kilter Group
New York
$3.16K
PWMG
378
Private Wealth Management Group
New Jersey
$3.14K
EWA
379
EverSource Wealth Advisors
Alabama
$2.85K
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$2.48K
NA
381
NewEdge Advisors
Louisiana
$2.19K
BIG
382
Brooklyn Investment Group
New York
$1.71K
BFS
383
Bare Financial Services
Pennsylvania
$1.16K
BIA
384
Bell Investment Advisors
California
$1.14K
FNWA
385
Financial Network Wealth Advisors
Utah
$1.1K
TWD
386
True Wealth Design
Ohio
$549
GRP
387
Global Retirement Partners
California
$504
FFO
388
Fortitude Family Office
Arizona
$482
AT
389
Arlington Trust
Alabama
$461
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$132
TPWA
391
Twin Peaks Wealth Advisors
California
$57
PH
392
Permira Holdings
Guernsey
Lord, Abbett & Co
393
Lord, Abbett & Co
New Jersey
Voloridge Investment Management
394
Voloridge Investment Management
Florida
STP
395
Science & Technology Partners
New York
1832 Asset Management
396
1832 Asset Management
Ontario, Canada
CM
397
Castleark Management
Illinois
SSA
398
Schonfeld Strategic Advisors
New York
LCG
399
Lisanti Capital Growth
New York
MIM
400
Monashee Investment Management
Massachusetts