We are live on ! Find out more
GWRE icon

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
SS
526
SBI Securities
Japan
$4.38K +$4.86K +26 New
SFGP
527
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.21K +$4.67K +25 New
SS
528
Sunbelt Securities
Texas
$4.05K -$4.67K -25 -51%
BIA
529
Bell Investment Advisors
California
$4.05K +$747 +4 +20%
CWC
530
Carolinas Wealth Consulting
North Carolina
$3.89K +$1.31K +7 +41%
S
531
Sachetta
Massachusetts
$3.54K – – –
MA
532
Montag & Associates
Georgia
$3.19K -$374 -2 -10%
MCM
533
MV Capital Management
Maryland
$3.04K – – –
FG
534
Fairman Group
Pennsylvania
$3.03K -$3.55K -19 -51%
GSWM
535
Golden State Wealth Management
California
$3.03K +$3.36K +18 New
WA
536
Whipplewood Advisors
Colorado
$2.87K +$3.18K +17 New
CA
537
Continuum Advisory
Idaho
$2.53K -$747 -4 -21%
FPF
538
First Pacific Financial
Washington
$2.02K +$2.24K +12 New
BHWM
539
Beaird Harris Wealth Management
Texas
$1.85K – – –
CFO
540
CVA Family Office
Colorado
$1.85K – – –
PWMG
541
Private Wealth Management Group
New Jersey
$1.69K – – –
JWA
542
JFS Wealth Advisors
Pennsylvania
$1.69K +$1.87K +10 New
PPA
543
Painted Porch Advisors
California
$1.69K +$1.87K +10 New
RAM
544
Riggs Asset Management
Pennsylvania
$1.35K – – –
RCM
545
Raleigh Capital Management
North Carolina
$843 – – –
PWA
546
Principia Wealth Advisory
Texas
$843 +$934 +5 New
MSWM
547
Mowery & Schoenfeld Wealth Management
Illinois
$675 – – –
CA
548
CoreCap Advisors
Michigan
$674 – – –
RTC
549
Riverview Trust Company
Washington
$674 – – –
KBFS
550
Kohmann Bosshard Financial Services
Ohio
$506 +$560 +3 New
20 21
22
23 24

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.