312 hedge funds and large institutions have $1.64B invested in C3.ai in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+16
Holders Change %
+5.41%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
53
Increased
125
Reduced
78
Closed
36
Calls
$364M
Puts
$460M
Net Calls
-$96.8M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$846K +$75.8K +2,640 +10%
CI
102
Cavalier Investments
Georgia
$841K +$20.2K +704 +2%
Daiwa Securities Group
103
Daiwa Securities Group
Japan
$818K +$23.3K +811 +3%
CG
104
Caprock Group
Idaho
$813K +$7.98K +278 +1%
AR
105
Advisory Research
Illinois
$813K -$913K -31,797 -53%
ASRS
106
Arizona State Retirement System
Arizona
$782K +$3.47K +121 +0.4%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$755K -$284K -9,900 -27%
N
108
Natixis
France
$743K -$18.7K -653 -2%
TCWM
109
Total Clarity Wealth Management
Illinois
$743K +$165K +5,755 +29%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$720K -$10.6M -349,081 -94%
AWM
111
Axxcess Wealth Management
California
$718K
IC
112
IEQ Capital
California
$691K
American Century Companies
113
American Century Companies
Missouri
$690K -$854K -29,754 -55%
EWM
114
Empirical Wealth Management
Washington
$686K +$61.7K +2,148 +10%
BEI
115
Benjamin Edwards Inc
Missouri
$655K +$93.4K +3,251 +17%
AQR Capital Management
116
AQR Capital Management
Connecticut
$645K +$204K +7,094 +46%
FFM
117
Forum Financial Management
Illinois
$632K +$35.3K +1,230 +6%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$614K +$186K +6,491 +44%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$609K +$28.7K +1,000 +5%
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$607K +$111K +3,870 +22%
AWA
121
Arkadios Wealth Advisors
Georgia
$596K +$242K +8,436 +69%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$577K -$31.3K -1,090 -5%
CAN
123
Cetera Advisor Networks
California
$526K +$131K +4,564 +33%
1WA
124
180 Wealth Advisors
Washington
$518K -$25.6K -892 -5%
AC
125
Aristides Capital
Kentucky
$514K +$514K +17,900 New