336 hedge funds and large institutions have $1.61B invested in C3.ai in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
107
Reduced
94
Closed
38
Calls
$520M
Puts
$489M
Net Calls
+$31.6M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
301
Painted Porch Advisors
California
$2.03K +$2.03K +70 New
PS
302
PayPay Securities
Japan
$1.88K -$5.1K -176 -73%
PCFFS
303
Pacific Center for Financial Services
California
$1.8K
SAM
304
Smartleaf Asset Management
Massachusetts
$1.48K +$1.48K +52 New
WPA
305
West Paces Advisors
Georgia
$1.45K
IA
306
IFS Advisors
Kansas
$1.45K
VWM
307
Valley Wealth Managers
New Jersey
$1.45K
ADL
308
Asset Dedication LLC
California
$1.45K
ATC
309
Adirondack Trust Company
New York
$1.45K
BIA
310
Bell Investment Advisors
California
$1.19K
PMFA
311
Plante Moran Financial Advisors
Michigan
$1.16K
RIL
312
Rothschild Investment LLC
Illinois
$1.16K +$869 +30 +300%
IC
313
Innealta Capital
Texas
$1.1K +$1.1K +38 New
HFS
314
Hantz Financial Services
Michigan
$1K
OAJ
315
Ogorek Anthony Joseph
New York
$1K
CMP
316
Coston McIsaac & Partners
Maine
$1K
VNA
317
Valley National Advisers
Pennsylvania
$1K +$1K +35 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$898 +$579 +20 +182%
AssetMark Inc
319
AssetMark Inc
California
$840 +$840 +29 New
KFS
320
Kelly Financial Services
Massachusetts
$630
JWM
321
Janiczek Wealth Management
Colorado
$580
CFD
322
Creative Financial Designs
Indiana
$579
A
323
AlphaQuest
New York
$521 -$29 -1 -5%
FC
324
Fairscale Capital
New Hampshire
$517 +$517 +17 New
WWP
325
WR Wealth Planners
Missouri
$434 +$434 +15 New