314 hedge funds and large institutions have $1.44B invested in C3.ai in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 100 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-22
Holders Change %
-6.55%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
102
Reduced
100
Closed
54
Calls
$320M
Puts
$316M
Net Calls
+$4.02M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
226
Principal Securities
Iowa
$21.2K -$97 -4 -0.5%
GWM
227
Geneos Wealth Management
Colorado
$18.6K -$3.03K -125 -14%
CP
228
Castleview Partners
Texas
$18.2K -$606 -25 -3%
HGERS
229
Householder Group Estate & Retirement Specialist
Arizona
$18K -$4.2K -175 -19%
QCG
230
Quadrant Capital Group
Ohio
$18K -$1.94K -80 -10%
SSB
231
Sandy Spring Bank
Maryland
$16.2K -$4.75K -196 -23%
HGA
232
Hobbs Group Advisors
South Carolina
$15.1K -$9.09K -375 -38%
HPC
233
HM Payson & Co
Maine
$14.2K +$557 +23 +4%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$12K -$13.5K -556 -53%
BTI
235
Blue Trust Inc
Georgia
$11.6K -$18.2K -629 -61%
C
236
Covestor
United Kingdom
$11K
Russell Investments Group
237
Russell Investments Group
United Kingdom
$11K +$4.17K +172 +61%
BLC
238
Brown, Lisle/Cummings
Rhode Island
$9.69K
CA
239
Clearstead Advisors
Ohio
$9.69K
TCM
240
Tradewinds Capital Management
Washington
$8.55K -$2.62K -108 -23%
NS
241
NBC Securities
Alabama
$8K +$8K +361 New
CWP
242
Concord Wealth Partners
Virginia
$7.63K +$7.63K +315 New
DJSG
243
D.J. St. Germain
Massachusetts
$7.27K
MCM
244
Manchester Capital Management
Vermont
$7.27K
AIC
245
Archer Investment Corporation
Indiana
$7.17K
HI
246
Hoey Investments
Pennsylvania
$6.81K
SIS
247
Strategic Investment Solutions
Illinois
$6.3K +$6.3K +260 New
UIA
248
Ulland Investment Advisors
Minnesota
$6K
MIM
249
Macroview Investment Management
Maryland
$5.04K
CPA
250
Capital Performance Advisors
California
$4.73K +$4.73K +195 New