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 %
RI
276
Ridgewood Investments
New Jersey
$4.55K +$3.64K +100 +400%
SWA
277
Sutton Wealth Advisors
Florida
$4.55K +$4.37K +120 +2,400%
HPC
278
HM Payson & Co
Maine
$4.04K +$4.04K +111 New
WAS
279
Winch Advisory Services
Wisconsin
$4K
HBW
280
Hazlett, Burt & Watson
West Virginia
$4K +$4K +100 New
PS
281
PayPay Securities
Japan
$3.68K +$656 +18 +22%
DJSG
282
D.J. St. Germain
Massachusetts
$3.64K +$3.64K +100 New
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.64K +$3.64K +100 New
CFO
284
CVA Family Office
Colorado
$3.64K +$3.64K +100 New
BIA
285
Bell Investment Advisors
California
$2.95K
JWM
286
Janiczek Wealth Management
Colorado
$2.73K +$729 +20 +36%
GI
287
Gradient Investments
Minnesota
$2.59K +$765 +21 +42%
MCM
288
Manchester Capital Management
Vermont
$2.3K -$948 -26 -29%
PCFFS
289
Pacific Center for Financial Services
California
$2.26K
ATC
290
Adirondack Trust Company
New York
$2.1K +$2.1K +50 New
HNB
291
Huntington National Bank
Ohio
$2.08K
NSG
292
Nalls Sherbakoff Group
Tennessee
$2K
HFS
293
Hantz Financial Services
Michigan
$2K
ADL
294
Asset Dedication LLC
California
$2K
GCS
295
Gordian Capital (Singapore)
Singapore
$1.86K -$1.82K -50 -50%
FWM
296
Focused Wealth Management
New York
$1.82K -$162K -4,444 -99%
CA
297
Clearstead Advisors
Ohio
$1.82K
CFFP
298
Center for Financial Planning
Michigan
$1.82K
WPA
299
West Paces Advisors
Georgia
$1.82K +$1.82K +50 New
VWM
300
Valley Wealth Managers
New Jersey
$1.82K +$1.82K +50 New