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Guidewire Software
GWRE

556 hedge funds and large institutions have $14B invested in Guidewire Software in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 201 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $137M | Put options by funds: $41.6M

123% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 166

11% more funds holding

Funds holding: 500 → 556 (+56)

0.18% less ownership

Funds ownership: 99.89% → 99.71% (-0.18%)

7% less capital invested

Capital invested by funds: $15.1B → $14B (-$1.09B)

15% less funds holding in top 10

Funds holding in top 10: 27 → 23 (-4)

Holders
556
Holders Change
+56
Holders Change %
+11.2%
% of All Funds
7.32%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.3%
New
118
Increased
201
Reduced
166
Closed
53
Calls
$137M
Puts
$41.6M
Net Calls
+$95.4M
Net Calls Change
+$28.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$189M
2
BlackRock
BlackRock
New York
+$112M
3
Franklin Resources
Franklin Resources
California
+$101M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$78.2M
5
UBS Group
UBS Group
Switzerland
+$77.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$225M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$178M
3
ROIC
Route One Investment Company
California
-$115M
4
Parnassus Investments
Parnassus Investments
California
-$112M
5
JP Morgan Chase
JP Morgan Chase
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
376
Wealth Alliance
New York
$351K -$10.5K -56 -3%
BWG
377
Beta Wealth Group
California
$337K – – –
CPIG
378
Chicago Partners Investment Group
Illinois
$336K +$366K +1,957 New
PTC
379
Petrus Trust Company
Texas
$334K +$370K +1,979 New
CCM
380
Coldstream Capital Management
Washington
$329K +$25.6K +137 +8%
Chevy Chase Trust
381
Chevy Chase Trust
Maryland
$316K – – –
BAM
382
Blueshift Asset Management
New Jersey
$305K +$43.9K +235 +15%
IFWM
383
Institute for Wealth Management
Colorado
$302K -$5.42K -29 -2%
BWM
384
Baron Wealth Management
Michigan
$301K – – –
DADC
385
D.A. Davidson & Co
Montana
$300K +$106K +568 +47%
Nisa Investment Advisors
386
Nisa Investment Advisors
Missouri
$295K – – –
AI
387
Atom Investors
Texas
$287K -$78.3K -419 -20%
PWPS
388
Pinnacle Wealth Planning Services
Ohio
$287K +$5.6K +30 +2%
TSS
389
Two Sigma Securities
New York
$286K +$316K +1,694 New
NPT
390
National Philanthropic Trust
Pennsylvania
$278K -$139K -746 -31%
WPC
391
Wedmont Private Capital
Pennsylvania
$272K -$106K -566 -26%
AFGAS
392
Allegiance Financial Group Advisory Services
Virginia
$268K +$296K +1,587 New
AB
393
ANB Bank
Colorado
$259K +$287K +1,536 New
ASN
394
Advisory Services Network
Georgia
$259K +$287K +1,535 New
AWM
395
Ariadne Wealth Management
California
$258K -$20.4K -109 -8%
MA
396
Mutual Advisors
Nebraska
$257K -$4.48K -24 -2%
GT
397
Glenmede Trust
Pennsylvania
$257K +$285K +1,525 New
SFA
398
Sequoia Financial Advisors
Ohio
$257K -$1.12K -6 -0.4%
UFF
399
USA Financial Formulas
Michigan
$257K +$284K +1,522 New
GF
400
Gries Financial
Ohio
$255K +$47.1K +252 +20%
14 15
16
17 18

GWRE Hedge Fund Activity: Q4 2024 in Review

556 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q4 2024, worth a combined $14B — down 7.2% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new GWRE positions and 53 closed out — a net gain of 65 holders — while 201 added to existing stakes and 166 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $189M. The largest seller was Invesco, cutting an estimated $225M.

  • 556 institutional investors held Guidewire Software (GWRE) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $14B of Guidewire Software stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 118 funds opened new Guidewire Software positions in Q4 2024 and 53 closed out, a net change of +65 holders.
  • The largest Guidewire Software buyer in Q4 2024 was Massachusetts Financial Services, an estimated $189M added.
  • The largest Guidewire Software seller in Q4 2024 was Invesco, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2024.