315 hedge funds and large institutions have $1.65B invested in C3.ai in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+13
Holders Change %
+4.3%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
75
Increased
105
Reduced
92
Closed
58
Calls
$545M
Puts
$606M
Net Calls
-$60.6M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
IUHSA
251
Itau Unibanco Holding S.A.
Brazil
$20.7K -$39.6K -1,088 -66%
PP
252
PFS Partners
New Jersey
$20K +$911 +25 +5%
GWM
253
Geneos Wealth Management
Colorado
$19K -$254K -6,984 -93%
HCM
254
Hollencrest Capital Management
California
$18.8K +$5.46K +150 +41%
SS
255
Sunbelt Securities
Texas
$18.2K -$29.1K -800 -62%
PTC
256
Private Trust Company
Ohio
$18.2K
GWSG
257
GPS Wealth Strategies Group
Colorado
$18.2K +$18.2K +500 New
BFEC
258
Benjamin F. Edwards & Company
Missouri
$17K -$4.95K -132 -23%
Lazard Asset Management
259
Lazard Asset Management
New York
$16K +$16K +453 New
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$15K -$12K -327 -44%
CWP
261
Concord Wealth Partners
Virginia
$11.5K
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$10.9K
CFGS
263
Concourse Financial Group Securities
Alabama
$9.11K +$3.64K +100 +67%
TC
264
Truvestments Capital
Florida
$8.93K -$7.29K -200 -45%
GRP
265
Global Retirement Partners
California
$8.02K
Citadel Advisors
266
Citadel Advisors
Florida
$7.8K -$12.1M -331,194 -100%
AAG
267
Armstrong Advisory Group
Massachusetts
$7.65K
SIC
268
Salem Investment Counselors
North Carolina
$7.29K +$3.64K +100 +100%
VCM
269
Versant Capital Management
Arizona
$7.29K +$4.3K +118 +144%
BCV
270
Banque Cantonale Vaudoise
Switzerland
$7K
TWC
271
TD Waterhouse Canada
Ontario, Canada
$6.18K +$407 +10 +7%
BWL
272
Bogart Wealth LLC
Virginia
$5.57K +$5.57K +153 New
OAJ
273
Ogorek Anthony Joseph
New York
$5K
QC
274
Quent Capital
New York
$4.77K +$510 +14 +12%
CWA
275
Clearview Wealth Advisors
Oregon
$4.63K +$4.37K +120 +1,714%