306 hedge funds and large institutions have $1.39B invested in C3.ai in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
112
Reduced
90
Closed
45
Calls
$325M
Puts
$342M
Net Calls
-$16.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
126
Beacon Pointe Advisors
California
$506K +$93.4K +3,449 +23%
TCM
127
Teza Capital Management
Illinois
$498K +$498K +18,409 New
NFSG
128
Newbridge Financial Services Group
Florida
$492K +$29.7K +1,096 +6%
AC
129
Aristides Capital
Kentucky
$485K
CA
130
Cetera Advisors
Colorado
$465K +$465K +17,177 New
ProShare Advisors
131
ProShare Advisors
Maryland
$455K +$35.2K +1,300 +8%
LFAS
132
Level Four Advisory Services
Texas
$430K
MWM
133
Mission Wealth Management
California
$420K +$1.49K +55 +0.4%
KWM
134
Kingsview Wealth Management
Oregon
$418K -$7.61K -281 -2%
1WA
135
180 Wealth Advisors
Washington
$407K -$80.2K -2,963 -16%
JIP
136
Jaffetilchin Investment Partners
Florida
$396K -$12.8K -471 -3%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$395K -$76.3K -2,819 -16%
GVAG
138
Great Valley Advisor Group
Delaware
$392K +$41.9K +1,550 +12%
MF
139
Magnetar Financial
Illinois
$388K -$1.45M -53,728 -79%
Mariner
140
Mariner
Kansas
$385K +$25.1K +928 +7%
SPC
141
Sigma Planning Corp
Michigan
$376K +$29.2K +1,078 +8%
PA
142
Probity Advisors
Texas
$375K -$21.7K -801 -5%
Victory Capital Management
143
Victory Capital Management
Texas
$373K +$3.9K +144 +1%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$367K -$17.5K -646 -5%
HT
145
HAP Trading
New York
$366K +$366K +13,513 New
ZIG
146
Zuckerman Investment Group
Illinois
$360K +$360K +13,300 New
GS
147
GTS Securities
New York
$359K -$24.9K -921 -6%
MML Investors Services
148
MML Investors Services
Massachusetts
$339K -$36.8K -1,361 -10%
MC
149
Moors & Cabot
Massachusetts
$337K +$88.7K +3,275 +36%
Pictet Asset Management
150
Pictet Asset Management
Switzerland
$337K +$47.5K +1,756 +16%