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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$623M +$63.4M +2,366,715 +11%
BlackRock
2
BlackRock
New York
$462M +$59M +2,199,817 +15%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$269M -$26.6M -992,743 -9%
WA
4
Wasatch Advisors
Utah
$249M -$83.7M -3,123,479 -25%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$237M -$15.3M -571,646 -6%
PH
6
Permira Holdings
Guernsey
$214M – – –
CCA
7
Conestoga Capital Advisors
Pennsylvania
$180M -$751K -28,025 -0.4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$174M -$23.7M -882,560 -12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$172M +$12.3M +458,444 +8%
Invesco
10
Invesco
Georgia
$153M +$38.9M +1,452,474 +34%
BAMCO Inc
11
BAMCO Inc
New York
$145M +$2.79M +103,922 +2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$145M +$21.5M +801,050 +17%
Macquarie Group
13
Macquarie Group
Australia
$139M +$53.1M +1,979,541 +62%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$125M +$13.2M +490,669 +12%
State Street
15
State Street
Massachusetts
$120M +$883K +32,964 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$112M +$1.31M +48,940 +1%
Blackstone Inc
17
Blackstone Inc
New York
$103M +$103M +3,833,333 New
Capital World Investors
18
Capital World Investors
California
$90.5M -$9.23M -344,283 -9%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$83.9M -$1.83M -68,248 -2%
Artisan Partners
20
Artisan Partners
Wisconsin
$73.5M -$24.8M -926,712 -25%
DCM
21
Driehaus Capital Management
Illinois
$73.5M +$14.2M +528,059 +24%
William Blair & Company
22
William Blair & Company
Illinois
$67.9M +$20.9M +779,538 +44%
Franklin Resources
23
Franklin Resources
California
$58M +$14.6M +546,515 +34%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$56.6M +$56.6M +2,113,738 New
Northern Trust
25
Northern Trust
Illinois
$55.6M +$3.56M +132,891 +7%
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