296 hedge funds and large institutions have $1.21B invested in C3.ai in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
123
Reduced
68
Closed
65
Calls
$434M
Puts
$470M
Net Calls
-$36.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
326
J.W. Cole Advisors
Florida
-$303K -8,305 Closed
BRWA
327
B. Riley Wealth Advisors
Florida
-$291K -7,993 Closed
CWMGP
328
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$265K -7,270 Closed
Teacher Retirement System of Texas
329
Teacher Retirement System of Texas
Texas
-$255K -6,986 Closed
SG
330
StoneX Group
New York
-$252K -6,929 Closed
MSFS
331
Main Street Financial Solutions
Pennsylvania
-$251K -6,895 Closed
Principal Financial Group
332
Principal Financial Group
Iowa
-$246K -6,762 Closed
Los Angeles Capital Management
333
Los Angeles Capital Management
California
-$238K -6,544 Closed
CIP
334
Cornerstone Investment Partners
Georgia
-$233K -6,405 Closed
EFS
335
Essex Financial Services
Connecticut
-$223K -6,132 Closed
KWM
336
Kingsview Wealth Management
Oregon
-$223K -6,122 Closed
PA
337
PFG Advisors
Arizona
-$218K -5,985 Closed
AWS
338
Atria Wealth Solutions
New York
-$217K -5,954 Closed
SWP
339
Stratos Wealth Partners
Ohio
-$216K -5,941 Closed
QC
340
QCM Cayman
Texas
-$213K -5,835 Closed
EH
341
Equitable Holdings
New York
-$208K -5,701 Closed
CAM
342
Cresset Asset Management
Illinois
-$206K -5,659 Closed
PWM
343
Prosperity Wealth Management
California
-$205K -5,615 Closed
OP
344
ORG Partners
Indiana
-$173K -4,614 Closed
IGWM
345
ICA Group Wealth Management
Colorado
-$57.4K -1,575 Closed
Simplex Trading
346
Simplex Trading
Illinois
-$47K -1,312 Closed
AC
347
Avestar Capital
New York
-$46.6K -1,280 Closed
VC
348
Vestor Capital
Illinois
-$41K -1,125 Closed
MCI
349
MRP Capital Investments
Georgia
-$36.4K -1,000 Closed
CMBA
350
C.M. Bidwell & Associates
Hawaii
-$33.2K -911 Closed