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 %
OCM
251
Orion Capital Management
California
$29K
HGA
252
Hobbs Group Advisors
South Carolina
$29K +$29K +1,000 New
BTI
253
Blue Trust Inc
Georgia
$27.8K +$16.6K +615 +149%
AAG
254
Armstrong Advisory Group
Massachusetts
$27.8K -$1.1K -38 -4%
UWS
255
Unique Wealth Strategies
Illinois
$27.7K +$27.7K +1,023 New
HGERS
256
Householder Group Estate & Retirement Specialist
Arizona
$26K +$16.9K +600 +185%
GWM
257
Geneos Wealth Management
Colorado
$25.8K -$9.41K -325 -27%
PS
258
Principal Securities
Iowa
$25.4K +$9.64K +333 +61%
SSB
259
Sandy Spring Bank
Maryland
$25.1K
QCG
260
Quadrant Capital Group
Ohio
$23.8K +$174 +6 +0.7%
CP
261
Castleview Partners
Texas
$22.4K
BFEC
262
Benjamin F. Edwards & Company
Missouri
$19K
CFB
263
Cullen/Frost Bankers
Texas
$18.4K +$290 +10 +2%
GI
264
GAMMA Investing
California
$18.1K +$16K +553 +768%
HPC
265
HM Payson & Co
Maine
$16.2K -$14.2K -490 -47%
QL
266
Quarry LP
New York
$14.8K +$10.9K +376 +276%
TCM
267
Tradewinds Capital Management
Washington
$13.4K +$13.4K +461 New
C
268
Covestor
United Kingdom
$13K +$5.96K +204 +85%
CA
269
Clearstead Advisors
Ohio
$11.6K
BLC
270
Brown, Lisle/Cummings
Rhode Island
$11.6K +$11.6K +400 New
VCM
271
Versant Capital Management
Arizona
$10.9K -$869 -30 -7%
PFA
272
Pathway Financial Advisers
Indiana
$9.85K -$30.4K -1,050 -76%
MIFH
273
Migdal Insurance & Financial Holdings
Israel
$9K -$3.88K -134 -30%
MCM
274
Manchester Capital Management
Vermont
$8.69K
DJSG
275
D.J. St. Germain
Massachusetts
$8.69K +$5.79K +200 +200%