302 hedge funds and large institutions have $1.74B invested in C3.ai in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 89 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+85
Holders Change %
+39.17%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
126
Increased
89
Reduced
56
Closed
39
Calls
$347M
Puts
$256M
Net Calls
+$91.3M
Net Calls Change
+$81.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
276
Center for Financial Planning
Michigan
$1.68K
GI
277
Gradient Investments
Minnesota
$1.68K +$1.68K +50 New
TWA
278
TCI Wealth Advisors
Arizona
$1.61K -$7.19K -214 -82%
CB
279
CNB Bank
Pennsylvania
$1.41K
NSG
280
Nalls Sherbakoff Group
Tennessee
$1.38K +$1.38K +50 New
AIP
281
Ahrens Investment Partners
Louisiana
$1.34K +$1.34K +40 New
BAAM
282
Baker Avenue Asset Management
California
$1.21K +$34 +1 +3%
JWM
283
Janiczek Wealth Management
Colorado
$1.2K +$547 +25 +83%
IRC
284
Investors Research Corp
Georgia
$1.18K +$1.18K +35 New
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
$1.01K +$142 +4,235 +16%
FIA
286
FNY Investment Advisers
New York
$1K -$111 -5 -10%
BTI
287
Blue Trust Inc
Georgia
$1K +$346 +18 +53%
AWM
288
Avior Wealth Management
Nebraska
$839 -$336 -10 -29%
RI
289
Ridgewood Investments
New Jersey
$839 +$839 +25 New
CWA
290
Carolina Wealth Advisors
South Carolina
$705 -$705 -21 -50%
SHIM
291
Stone House Investment Management
Pennsylvania
$705 +$705 +21 New
IFAM
292
Institutional & Family Asset Management
Colorado
$638 +$638 +19 New
BCH
293
Berkshire Capital Holdings
California
$336 +$336 +10 New
FFA
294
Farther Finance Advisors
California
$302 +$302 +9 New
PO
295
Private Ocean
California
$235
CWA
296
Clearview Wealth Advisors
Oregon
$235 +$235 +7 New
NSIM
297
North Star Investment Management
Illinois
$168
SWA
298
Sutton Wealth Advisors
Florida
$168 +$168 +5 New
BFPW
299
BOK Financial Private Wealth
Colorado
$135
SFCL
300
Strengthening Families & Communities LLC
Massachusetts
$18 +$18 +550 New