336 hedge funds and large institutions have $1.61B invested in C3.ai in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
107
Reduced
94
Closed
38
Calls
$520M
Puts
$489M
Net Calls
+$31.6M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OW
226
Olistico Wealth
Oklahoma
$72.4K +$72.4K +2,500 New
IA
227
IFP Advisors
Florida
$71.6K +$290 +10 +0.4%
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$68.4K -$150K -5,181 -69%
CFGS
229
Concourse Financial Group Securities
Alabama
$65.9K +$1.01K +35 +2%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.3K -$7.96K -275 -11%
SWM
231
Spire Wealth Management
Virginia
$59.9K -$26.9K -929 -31%
W
232
WealthCollab
Washington
$57.9K
SC
233
Swan Capital
Florida
$57.9K +$57.9K +2,000 New
OWA
234
Opal Wealth Advisors
New York
$57.9K +$57.9K +2,000 New
GWSG
235
GPS Wealth Strategies Group
Colorado
$57.4K -$1.3K -45 -2%
S
236
SignatureFD
Georgia
$56.3K +$550 +19 +1%
HNB
237
Huntington National Bank
Ohio
$50K +$37.6K +1,300 +304%
BWL
238
Bogart Wealth LLC
Virginia
$49.2K -$3.77K -130 -7%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$45.6K +$45.6K +1,575 New
PAI
240
Pittenger & Anderson Inc
Nebraska
$43.4K
FFA
241
Farther Finance Advisors
California
$42.5K -$19.9K -694 -32%
LC
242
Lindbrook Capital
California
$41.4K +$15.4K +532 +59%
PAS
243
Point72 Asia (Singapore)
Singapore
$41.4K +$41.4K +1,429 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$41K -$23.5K -785 -36%
SFC
245
Strategic Financial Concepts
Texas
$39.1K +$39.1K +17,311 New
Comerica Bank
246
Comerica Bank
Texas
$34.8K
PA
247
Parallel Advisors
California
$34.3K +$1.51K +52 +5%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$30.4K +$23K +795 +312%
TFGT
249
TS Financial Group (TSFG)
Illinois
$29K -$4.35K -150 -13%
TFA
250
Toth Financial Advisory
Virginia
$29K