372 hedge funds and large institutions have $1.67B invested in C3.ai in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 121 increasing their positions, 104 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+34
Holders Change %
+10.06%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
85
Increased
121
Reduced
104
Closed
45
Calls
$455M
Puts
$315M
Net Calls
+$140M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$177K -$209K -8,507 -54%
BRWA
227
B. Riley Wealth Advisors
Florida
$145K +$145K +5,911 New
SPIA
228
Steward Partners Investment Advisory
New York
$141K -$40.4K -1,645 -22%
CA
229
CoreCap Advisors
Michigan
$140K +$107K +4,366 +324%
US Bancorp
230
US Bancorp
Minnesota
$136K -$15.7K -638 -10%
NFSG
231
Newbridge Financial Services Group
Florida
$128K -$106K -4,307 -45%
Lazard Asset Management
232
Lazard Asset Management
New York
$116K +$8.37K +345 +8%
FLFS
233
Family Legacy Financial Solutions
North Carolina
$103K +$103K +4,200 New
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K +$95.9K +2,357 +2,357%
BF
235
BOK Financial
Oklahoma
$95.8K +$95.8K +3,900 New
AB
236
Amalgamated Bank
New York
$95K
VFA
237
Valeo Financial Advisors
Indiana
$94.7K +$94.7K +3,853 New
KBC Group
238
KBC Group
Belgium
$88K -$31.2K -1,277 -26%
SWM
239
Spire Wealth Management
Virginia
$77.6K -$491 -20 -0.6%
N
240
Natixis
France
$77.3K -$464K -18,895 -86%
IA
241
IFP Advisors
Florida
$76.4K -$57.6K -2,178 -43%
SO
242
STRS Ohio
Ohio
$76.2K -$130K -5,300 -63%
AP
243
Aspect Partners
Virginia
$70K -$114K -4,654 -62%
BWL
244
Bogart Wealth LLC
Virginia
$66.3K +$12.3K +500 +23%
OIA
245
Optimum Investment Advisors
Illinois
$65.6K
OW
246
Olistico Wealth
Oklahoma
$61.4K
NA
247
NewEdge Advisors
Louisiana
$60.2K +$246 +10 +0.4%
FIA
248
FNY Investment Advisers
New York
$59K +$59K +2,411 New
BTI
249
Blue Trust Inc
Georgia
$57.2K +$20K +814 +54%
S
250
SignatureFD
Georgia
$53.3K -$270 -11 -0.5%