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Guidewire Software
GWRE

Overview Fund Activity

551 hedge funds and large institutions have $14B invested in Guidewire Software in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 200 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+58
Holders Change %
+11.76%
% of All Funds
7.34%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.31%
New
119
Increased
200
Reduced
164
Closed
52
Calls
$137M
Puts
$41.6M
Net Calls
+$95.4M
Net Calls Change
+$28.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$748M
2
BlackRock
BlackRock
New York
$1.09B
3
Franklin Resources
Franklin Resources
California
$108M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$160M
5
UBS Group
UBS Group
Switzerland
$86.9M

Top Sellers

1
Invesco
Invesco
Georgia
$141M
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
ROIC
Route One Investment Company
California
$380M
4
Parnassus Investments
Parnassus Investments
California
$84.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
526
Sachetta
Massachusetts
$3.54K – – –
MA
527
Montag & Associates
Georgia
$3.19K -$336 -2 -10%
MCM
528
MV Capital Management
Maryland
$3.04K – – –
FG
529
Fairman Group
Pennsylvania
$3.03K -$3.2K -19 -51%
GSWM
530
Golden State Wealth Management
California
$3.03K +$3.03K +18 New
WA
531
Whipplewood Advisors
Colorado
$2.87K +$2.87K +17 New
CA
532
Continuum Advisory
Idaho
$2.53K -$674 -4 -21%
FPF
533
First Pacific Financial
Washington
$2.02K +$2.02K +12 New
BHWM
534
Beaird Harris Wealth Management
Texas
$1.86K – – –
CFO
535
CVA Family Office
Colorado
$1.85K – – –
PWMG
536
Private Wealth Management Group
New Jersey
$1.69K – – –
PPA
537
Painted Porch Advisors
California
$1.69K +$1.69K +10 New
JWA
538
JFS Wealth Advisors
Pennsylvania
$1.69K +$1.69K +10 New
RAM
539
Riggs Asset Management
Pennsylvania
$1.35K – – –
RCM
540
Raleigh Capital Management
North Carolina
$843 – – –
PWA
541
Principia Wealth Advisory
Texas
$843 +$843 +5 New
MSWM
542
Mowery & Schoenfeld Wealth Management
Illinois
$675 – – –
RTC
543
Riverview Trust Company
Washington
$674 – – –
CA
544
CoreCap Advisors
Michigan
$674 – – –
RS
545
Rakuten Securities
Japan
$506 +$506 +3 New
KBFS
546
Kohmann Bosshard Financial Services
Ohio
$506 +$506 +3 New
HWA
547
HHM Wealth Advisors
Tennessee
$338 +$338 +2 New
SIC
548
SJS Investment Consulting
Ohio
$338 +$338 +2 New
TCOV
549
Trust Company of Vermont
Vermont
$337 – – –
PA
550
PSI Advisors
Florida
$169 – – –
20 21
22
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