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Guidewire Software
GWRE

Overview Fund Activity

587 hedge funds and large institutions have $16.1B invested in Guidewire Software in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 199 increasing their positions, 209 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+36
Holders Change %
+6.53%
% of All Funds
7.97%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.3%
New
116
Increased
199
Reduced
209
Closed
73
Calls
$70.6M
Puts
$47.6M
Net Calls
+$23M
Net Calls Change
-$72.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$767M
2
State Street
State Street
Massachusetts
+$211M
3
LP
Linonia Partnership
New York
+$187M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$135M
5
Invesco
Invesco
Georgia
+$110M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
-$174M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$146M
3
RP
Riverbridge Partners
Minnesota
-$90M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$86.9M
5
DDC
DF Dent & Co
Maryland
-$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
551
Private Wealth Asset Management
Iowa
$3.94K +$3.94K +21 New
BIA
552
Bell Investment Advisors
California
$3.75K -$750 -4 -17%
MCM
553
MV Capital Management
Maryland
$3.56K +$187 +1 +6%
GSWM
554
Golden State Wealth Management
California
$3.37K – – –
WA
555
Whipplewood Advisors
Colorado
$3.19K -$199 -1 -6%
CWC
556
Carolinas Wealth Consulting
North Carolina
$2.73K -$1.64K -9 -38%
JWA
557
JFS Wealth Advisors
Pennsylvania
$2.62K +$750 +4 +40%
RF
558
Rossby Financial
Florida
$2.57K +$2.57K +13 New
MA
559
Montag & Associates
Georgia
$2.18K -$1.27K -7 -37%
BHWM
560
Beaird Harris Wealth Management
Texas
$2.06K – – –
CFO
561
CVA Family Office
Colorado
$2.06K – – –
PWMG
562
Private Wealth Management Group
New Jersey
$1.87K – – –
PPA
563
Painted Porch Advisors
California
$1.87K – – –
RAM
564
Riggs Asset Management
Pennsylvania
$1.5K – – –
DPW
565
DiNuzzo Private Wealth
Pennsylvania
$1.13K +$1.13K +6 New
CA
566
CoreCap Advisors
Michigan
$1.12K +$375 +2 +50%
RS
567
Rakuten Securities
Japan
$1.12K +$562 +3 +100%
PWA
568
Principia Wealth Advisory
Texas
$944 – – –
FMP
569
Financial Management Professionals
Texas
$937 +$937 +5 New
CW
570
Curio Wealth
Maryland
$843 +$843 +1 New
MSWM
571
Mowery & Schoenfeld Wealth Management
Illinois
$750 – – –
CH
572
Cromwell Holdings
Wyoming
$749 +$749 +4 New
HFS
573
Hughes Financial Services
Virginia
$572 +$572 +3 New
SIC
574
SJS Investment Consulting
Ohio
$563 +$188 +1 +50%
ACA
575
American Capital Advisory
Idaho
$563 +$563 +3 New
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23
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