306 hedge funds and large institutions have $1.39B invested in C3.ai in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
112
Reduced
90
Closed
45
Calls
$325M
Puts
$342M
Net Calls
-$16.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
276
Pacific Center for Financial Services
California
$1.68K
IPW
277
Impact Partnership Wealth
Georgia
$1.57K
WPA
278
West Paces Advisors
Georgia
$1.35K
VWM
279
Valley Wealth Managers
New Jersey
$1.35K
IA
280
IFS Advisors
Kansas
$1.35K
ATC
281
Adirondack Trust Company
New York
$1.35K
CB
282
CNB Bank
Pennsylvania
$1.14K
BIA
283
Bell Investment Advisors
California
$1.11K
PMFA
284
Plante Moran Financial Advisors
Michigan
$1.08K
MSG
285
Main Street Group
Virginia
$1.08K
HFS
286
Hantz Financial Services
Michigan
$1K
ADL
287
Asset Dedication LLC
California
$1K
CMP
288
Coston McIsaac & Partners
Maine
$1K +$231 +9 +30%
OAJ
289
Ogorek Anthony Joseph
New York
$1K +$1K +60 New
KFS
290
Kelly Financial Services
Massachusetts
$589
JWM
291
Janiczek Wealth Management
Colorado
$542 -$325 -12 -38%
CFD
292
Creative Financial Designs
Indiana
$541
FFWA
293
FRG Family Wealth Advisors
Washington
$541 +$541 +24 New
A
294
AlphaQuest
New York
$514 +$514 +19 New
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$298
AFG
296
Albion Financial Group
Utah
$271
BCH
297
Berkshire Capital Holdings
California
$271
RIL
298
Rothschild Investment LLC
Illinois
$271 +$271 +10 New
NSIM
299
North Star Investment Management
Illinois
$135
BFPW
300
BOK Financial Private Wealth
Colorado
$109