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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
WSFS
451
Wilmington Savings Fund Society
Delaware
$115K – – –
TWD
452
True Wealth Design
Ohio
$114K +$15.9K +85 +14%
AF
453
Allworth Financial
California
$110K – – –
NEI
454
Northwest & Ethical Investments
Ontario, Canada
$101K – – –
SAM
455
Smartleaf Asset Management
Massachusetts
$100K +$10.5K +56 +10%
LC
456
Lindbrook Capital
California
$90.9K +$374 +2 +0.4%
HMS
457
Hanseatic Management Services
New Mexico
$90.9K +$10.8K +58 +12%
ARMT
458
Amica Retiree Medical Trust
Rhode Island
$86K +$24.7K +132 +35%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$82.4K -$5.04K -27 -5%
PPC
460
Park Place Capital
Alabama
$79.2K -$5.98K -32 -6%
HNB
461
Huntington National Bank
Ohio
$78.4K -$6.91K -37 -7%
A
462
AlphaQuest
New York
$77.7K -$2.94M -15,737 -97%
AIM
463
Arcadia Investment Management
Michigan
$74.5K +$82.6K +442 New
PCM
464
Penserra Capital Management
California
$60K +$67.4K +361 New
SFCL
465
Strengthening Families & Communities LLC
Massachusetts
$55K – – –
CTC
466
Central Trust Company
Missouri
$54.3K – – –
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$53K +$2.06K +11 +4%
PS
468
Principal Securities
Iowa
$52.4K +$2.99K +16 +5%
T
469
TOBAM
France
$52K +$57.2K +306 New
AF
470
Advisornet Financial
Minnesota
$51.1K +$374 +2 +0.7%
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$50.6K – – –
Mirae Asset Global Investments
472
Mirae Asset Global Investments
South Korea
$49.1K -$10.1K -54 -16%
CT
473
Colonial Trust
South Carolina
$48.4K +$34.2K +183 +176%
RS
474
R Squared
Hong Kong
$47.2K +$52.3K +280 New
Toronto Dominion Bank
475
Toronto Dominion Bank
Ontario, Canada
$45K -$5.6K -30 -10%
17 18
19
20 21

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.