317 hedge funds and large institutions have $714M invested in C3.ai in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 96 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

22% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $1.06B → $714M (-$342M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$128M
Puts
$123M
Net Calls
Net Calls Change

Top Buyers

1 +$19.6M
2 +$13.2M
3 +$12.5M
4
UBS Group
UBS Group
Switzerland
+$11.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Medallion Wealth Advisors
Connecticut
$699
TPWA
277
Twin Peaks Wealth Advisors
California
$699
BC
278
Barrett & Company
Rhode Island
$632
PCFFS
279
Pacific Center for Financial Services
California
$523
PWM
280
Proathlete Wealth Management
Florida
$513
EAM
281
Eukles Asset Management
Ohio
$463
N
282
Natixis
France
$438
IA
283
IFS Advisors
Kansas
$421
DWP
284
Destiny Wealth Partners
Florida
$421
BIA
285
Bell Investment Advisors
California
$346
SWA
286
SOA Wealth Advisors
New York
$337
SWM
287
SHP Wealth Management
Massachusetts
$328
BFS
288
Bare Financial Services
Pennsylvania
$303
MA
289
Montag & Associates
Georgia
$253
VR
290
Vision Retirement
New Jersey
$253
YP
291
YANKCOM Partnership
South Dakota
$236
KFP
292
Kerr Financial Planning
California
$224
JFA
293
JNBA Financial Advisors
Minnesota
$169
FC
294
Fairscale Capital
New Hampshire
$143
CCWM
295
Cassaday & Co Wealth Management
Virginia
$127
GSWM
296
Golden State Wealth Management
California
$118
CJ
297
Caitlin John
Michigan
$84
SIS
298
Strategic Investment Solutions
Illinois
$84
GFA
299
Godfrey Financial Associates
New York
$84
HC
300
Hurley Capital
New York
$84