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Clearwater Analytics

322 hedge funds and large institutions have $5.05B invested in Clearwater Analytics in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 117 reducing their positions, and 107 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less funds holding

Funds holding: 393322 (-71)

18% less capital invested

Capital invested by funds: $6.18B → $5.05B (-$1.13B)

57% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 107

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$44.9M
Puts
$10.3M
Net Calls
Net Calls Change

Top Sellers

1 -$176M
2 -$113M
3 -$103M
4
Invesco
Invesco
Georgia
-$75.8M
5
Millennium Management
Millennium Management
New York
-$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$879K
Creative Planning
177
Creative Planning
Kansas
$878K
ZBNA
178
Zions Bancorporation, National Association
Utah
$868K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$826K
RAM
180
Resona Asset Management
Japan
$819K
P
181
Paradiem
Louisiana
$800K
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$786K
AWA
183
Aaron Wealth Advisors
Illinois
$768K
ProShare Advisors
184
ProShare Advisors
Maryland
$761K
XT
185
XTX Topco
Cayman Islands
$709K
SRL
186
Scientech Research LLC
New Jersey
$699K
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$672K
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$666K
BHCM
189
Brevan Howard Capital Management
Jersey
$660K
Stifel Financial
190
Stifel Financial
Missouri
$639K
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$630K
KeyBank National Association
192
KeyBank National Association
Ohio
$610K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$604K
CT
194
Chicago Trust
Illinois
$585K
Prudential Financial
195
Prudential Financial
New Jersey
$582K
VRS
196
Virginia Retirement Systems
Virginia
$570K
SO
197
STRS Ohio
Ohio
$560K
AWAU
198
Alliance Wealth Advisors (Utah)
Utah
$560K
BCM
199
Bayesian Capital Management
New York
$541K
SSA
200
Schonfeld Strategic Advisors
New York
$538K