296 hedge funds and large institutions have $1.21B invested in C3.ai in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
123
Reduced
68
Closed
65
Calls
$434M
Puts
$470M
Net Calls
-$36.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
251
Optimum Investment Advisors
Illinois
$3.83K +$3.83K +150 New
SHIM
252
Stone House Investment Management
Pennsylvania
$3.83K +$3.83K +150 New
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$3.83K +$3.83K +150 New
HPC
254
HM Payson & Co
Maine
$3.45K +$613 +24 +22%
QC
255
Quent Capital
New York
$3.34K
AIC
256
Archer Investment Corporation
Indiana
$3.22K +$3.22K +126 New
SWA
257
Sutton Wealth Advisors
Florida
$3.19K
HBW
258
Hazlett, Burt & Watson
West Virginia
$3K
WAS
259
Winch Advisory Services
Wisconsin
$3K
DJSG
260
D.J. St. Germain
Massachusetts
$2.55K
LWANC
261
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.55K
CA
262
Clearstead Advisors
Ohio
$2.55K +$1.28K +50 +100%
MWA
263
Moser Wealth Advisors
Washington
$2.55K +$2.55K +100 New
GSIAS
264
Garden State Investment Advisory Services
New Jersey
$2.55K +$2.55K +100 New
AA
265
AlphaMark Advisors
Kentucky
$2K +$2K +73 New
JWM
266
Janiczek Wealth Management
Colorado
$1.91K
PCFFS
267
Pacific Center for Financial Services
California
$1.58K
SSB
268
Sandy Spring Bank
Maryland
$1.53K +$1.53K +60 New
WPA
269
West Paces Advisors
Georgia
$1.28K
CFFP
270
Center for Financial Planning
Michigan
$1.28K
VWM
271
Valley Wealth Managers
New Jersey
$1.28K
ATC
272
Adirondack Trust Company
New York
$1.28K
NSG
273
Nalls Sherbakoff Group
Tennessee
$1.28K
CB
274
CNB Bank
Pennsylvania
$1.07K
BIA
275
Bell Investment Advisors
California
$1.05K -$1.02K -40 -49%