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Clearwater Analytics
CWAN

Overview Fund Activity

365 hedge funds and large institutions have $6.3B invested in Clearwater Analytics in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 118 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+15
Holders Change %
+4.29%
% of All Funds
4.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
71
Increased
144
Reduced
118
Closed
51
Calls
$10.7M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$9.09M

Top Buyers

1
Blackstone Inc
Blackstone Inc
New York
+$103M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$63.4M
3
BlackRock
BlackRock
New York
+$59M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$56.6M
5
Macquarie Group
Macquarie Group
Australia
+$53.1M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$83.7M
2
CIP
Champlain Investment Partners
Vermont
-$50M
3
Citadel Advisors
Citadel Advisors
Florida
-$46M
4
HRCM
Hood River Capital Management
Florida
-$43.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
126
Victory Capital Management
Texas
$3.67M +$3.08M +115,107 +523%
LCG
127
Lisanti Capital Growth
New York
$3.59M +$3.59M +134,035 New
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$3.59M +$907K +33,853 +34%
RFC
129
Regions Financial Corp
Alabama
$3.58M -$114K -4,252 -3%
AQR Capital Management
130
AQR Capital Management
Connecticut
$3.56M +$3.24M +121,043 +1,027%
PP
131
PDT Partners
New York
$3.54M +$780K +29,108 +28%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.46M -$2.54M -94,771 -42%
RA
133
Royce & Associates
New York
$3.38M +$1.05M +39,030 +45%
Polen Capital Management
134
Polen Capital Management
Florida
$3.35M -$406K -15,137 -11%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$3.35M – – –
BAM
136
Bullseye Asset Management
Colorado
$3.06M +$53.6K +2,000 +2%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$3.03M +$2.46M +93,187 +434%
Mirae Asset Global ETFs Holdings
138
Mirae Asset Global ETFs Holdings
Hong Kong
$2.98M +$256K +9,552 +9%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M +$572K +21,331 +24%
Point72 Asset Management
140
Point72 Asset Management
Connecticut
$2.94M +$929K +34,655 +46%
CWM
141
Congress Wealth Management
Massachusetts
$2.94M +$2.94M +109,614 New
MIM
142
MetLife Investment Management
New Jersey
$2.92M +$40.1K +1,495 +1%
LPL Financial
143
LPL Financial
California
$2.89M +$592K +23,630 +26%
IIM
144
INTECH Investment Management
Florida
$2.88M +$1.01M +37,615 +54%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$2.84M +$680K +25,356 +32%
Stifel Financial
146
Stifel Financial
Missouri
$2.83M -$2.24M -83,584 -44%
MIM
147
Monashee Investment Management
Massachusetts
$2.81M +$2.81M +105,000 New
ORI
148
Oak Ridge Investments
Illinois
$2.73M +$2.73M +101,914 New
QCM
149
Qsemble Capital Management
New York
$2.7M -$1.91M -71,097 -41%
SGM
150
Seven Grand Managers
New York
$2.68M -$938K -35,000 -26%
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