338 hedge funds and large institutions have $1.35B invested in C3.ai in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 140 increasing their positions, 67 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-32
Holders Change %
-8.65%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
140
Reduced
67
Closed
80
Calls
$288M
Puts
$255M
Net Calls
+$33.1M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
Cornerstone Advisory
Maryland
-$256K -8,121 Closed
X
377
Xponance
Pennsylvania
-$273K -7,927 Closed
DG
378
DMC Group
Alabama
-$269K -7,818 Closed
IWC
379
Integrated Wealth Concepts
Massachusetts
-$263K -7,649 Closed
QIM
380
Quantitative Investment Management
Virginia
-$249K -7,237 Closed
KFS
381
Kaizen Financial Strategies
California
-$242K -7,033 Closed
SW
382
SteelPeak Wealth
California
-$232K -6,743 Closed
Mackenzie Financial
383
Mackenzie Financial
Ontario, Canada
-$229K -6,642 Closed
MGIA
384
Moneta Group Investment Advisors
Missouri
-$227K -6,586 Closed
IWM
385
IHT Wealth Management
Illinois
-$224K -6,501 Closed
DC
386
Davenport & Co
Virginia
-$209K -6,056 Closed
PFS
387
Prospera Financial Services
Texas
-$208K -6,036 Closed
MTIM
388
Marathon Trading Investment Management
Pennsylvania
-$208K -6,032 Closed
TCG
389
Transcendent Capital Group
Oklahoma
-$155K -4,500 Closed
BP
390
BNP Paribas
France
-$106K -3,000 Closed
CFGS
391
Concourse Financial Group Securities
Alabama
-$76.5K -2,274 Closed
AIM
392
Arcadia Investment Management
Michigan
-$68.9K -2,000 Closed
HFM
393
Harvest Fund Management
China
-$36K -1,034 Closed
OCM
394
Orion Capital Management
California
-$34.4K -1,000 Closed
CLOS
395
Compagnie Lombard Odier SCmA
Switzerland
-$34.4K -1,000 Closed
CTC
396
Central Trust Company
Missouri
-$34.4K -1,000 Closed
RS
397
R Squared
Hong Kong
-$28.6K -830 Closed
CP
398
Castleview Partners
Texas
-$24.3K -700 Closed
PFA
399
Pathway Financial Advisers
Indiana
-$12.6K -365 Closed
UB
400
UMB Bank
Missouri
-$6.89K -200 Closed