338 hedge funds and large institutions have $1.35B invested in C3.ai in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 140 increasing their positions, 67 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-32
Holders Change %
-8.65%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
140
Reduced
67
Closed
80
Calls
$288M
Puts
$255M
Net Calls
+$33.1M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
251
Montag & Associates
Georgia
$19.9K +$19.9K +945 New
HPC
252
HM Payson & Co
Maine
$18K -$13.1K -623 -42%
BLC
253
Brown, Lisle/Cummings
Rhode Island
$16.8K
QCG
254
Quadrant Capital Group
Ohio
$15.4K -$232 -11 -1%
CCM
255
Coldstream Capital Management
Washington
$15K +$15K +711 New
SSB
256
Sandy Spring Bank
Maryland
$13.7K
SIS
257
Sound Income Strategies
Florida
$12.9K +$674 +32 +6%
GI
258
GAMMA Investing
California
$12K +$6.91K +328 +135%
PWAM
259
Private Wealth Asset Management
Iowa
$12K +$12K +569 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.97K +236 +82%
CFD
261
Creative Financial Designs
Indiana
$10.6K +$9.16K +435 +621%
VWA
262
VSM Wealth Advisory
Maryland
$10.5K
WT
263
Whittier Trust
California
$10.5K
FDW
264
Fourth Dimension Wealth
Ohio
$9.3K
C
265
Covestor
United Kingdom
$9K +$60 +3 +0.7%
CTA
266
Colonial Trust Advisors
South Carolina
$8.42K +$8.42K +400 New
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$8.32K +$7.66K +364 +1,174%
TCM
268
Tradewinds Capital Management
Washington
$7.35K
HC
269
Hurley Capital
New York
$7.05K +$7.05K +335 New
SAM
270
Smartleaf Asset Management
Massachusetts
$6.74K -$2.94K -135 -30%
SS
271
Sunbelt Securities
Texas
$6.48K +$4.19K +199 +183%
DJSG
272
D.J. St. Germain
Massachusetts
$6.32K
MCM
273
Manchester Capital Management
Vermont
$6.32K
UIA
274
Ulland Investment Advisors
Minnesota
$5K
SW
275
SVB Wealth
Massachusetts
$4.99K +$4.99K +237 New