314 hedge funds and large institutions have $1.44B invested in C3.ai in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 100 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-22
Holders Change %
-6.55%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
102
Reduced
100
Closed
54
Calls
$320M
Puts
$316M
Net Calls
+$4.02M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$785K +$785K +32,390 New
Baird Financial Group
102
Baird Financial Group
Wisconsin
$783K -$48.5K -2,000 -6%
Stifel Financial
103
Stifel Financial
Missouri
$769K -$26.1K -1,078 -3%
ASRS
104
Arizona State Retirement System
Arizona
$762K +$38K +1,570 +5%
GAA
105
Global Assets Advisory
Florida
$743K +$743K +32,857 New
CB
106
Commerce Bank
Missouri
$718K
FFG
107
Fortem Financial Group
California
$708K -$92.1K -3,800 -12%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$686K -$121K -5,000 -15%
SIC
109
Salem Investment Counselors
North Carolina
$632K +$416K +17,172 +193%
AWM
110
Axxcess Wealth Management
California
$607K -$1.43K -59 -0.2%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$602K -$201K -8,313 -25%
BPA
112
Beacon Pointe Advisors
California
$586K +$5.94K +245 +1%
AAS
113
Avantax Advisory Services
Texas
$585K +$305K +12,591 +109%
Cerity Partners
114
Cerity Partners
New York
$585K +$182K +7,511 +45%
IC
115
IEQ Capital
California
$583K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$583K +$39.2K +1,619 +7%
LFAS
117
Level Four Advisory Services
Texas
$582K +$52.4K +2,126 +10%
Corient Private Wealth
118
Corient Private Wealth
Florida
$553K -$182K -7,522 -25%
WP
119
Woodline Partners
California
$545K -$95K -3,922 -15%
Mariner
120
Mariner
Kansas
$544K +$654 +27 +0.1%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$542K +$848 +35 +0.2%
PI
122
PFG Investments
New York
$540K +$107K +4,405 +25%
CG
123
Caprock Group
Idaho
$537K -$1.53K -63 -0.3%
AP
124
Aspect Partners
Virginia
$532K +$139K +5,753 +36%
AWA
125
Arkadios Wealth Advisors
Georgia
$525K -$36.5K -1,508 -7%