We are live on ! Find out more

316 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, 103 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.33% more ownership

Funds ownership: 45.98%48.31% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

1% more call options, than puts

Call options by funds: $320M | Put options by funds: $316M

7% less funds holding

Funds holding: 338316 (-22)

11% less capital invested

Capital invested by funds: $1.61B → $1.44B (-$171M)

29% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 55

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
316
Holders Change
-22
Holders Change %
-6.51%
% 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
103
Reduced
101
Closed
55
Calls
$320M
Puts
$316M
Net Calls
+$4.02M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arkadios Wealth Advisors
Georgia
$525K -$38.3K -1,508 -7%
KLCM
127
KG&L Capital Management
Louisiana
$520K +$140K +5,520 +35%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$512K
Truist Financial
129
Truist Financial
North Carolina
$512K -$1.8K -71 -0.3%
FWM
130
Focused Wealth Management
New York
$503K
PAG
131
Private Advisor Group
New Jersey
$502K -$89.1K -3,505 -14%
TRCT
132
Tower Research Capital (TRC)
New York
$495K +$116K +4,556 +29%
VA
133
Vident Advisory
Georgia
$479K +$113K +4,441 +29%
EWA
134
EverSource Wealth Advisors
Alabama
$472K -$258K -10,161 -34%
AC
135
Aristides Capital
Kentucky
$434K
American Century Companies
136
American Century Companies
Missouri
$426K -$98.8K -3,886 -18%
WWM
137
Western Wealth Management
Colorado
$421K +$188K +7,400 +74%
N
138
Natixis
France
$417K +$437K +17,205 New
Allianz Asset Management
139
Allianz Asset Management
Germany
$410K +$218K +8,579 +103%
ProShare Advisors
140
ProShare Advisors
Maryland
$402K +$125K +4,922 +42%
BEI
141
Benjamin Edwards Inc
Missouri
$399K -$38.8K -1,527 -8%
CAM
142
Cresset Asset Management
Illinois
$382K -$4.55K -179 -1%
MWM
143
Mission Wealth Management
California
$377K +$127 +5 +0%
ACM
144
Aquatic Capital Management
Illinois
$373K +$391K +15,400 New
PA
145
Probity Advisors
Texas
$368K +$33.3K +1,312 +9%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$354K
TAM
147
Tocqueville Asset Management
New York
$351K +$61K +2,400 +20%
FFM
148
Forum Financial Management
Illinois
$351K +$40.4K +1,591 +12%
PA
149
PFG Advisors
Arizona
$351K +$87.9K +3,460 +31%
Victory Capital Management
150
Victory Capital Management
Texas
$341K +$11.6K +457 +3%

AI Hedge Fund Activity: Q3 2024 in Review

316 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in C3.ai (AI) for Q3 2024, worth a combined $1.44B — down 11% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AI and 39 opened new positions — a net loss of 16 holders — while 101 trimmed existing stakes and 103 added.

The largest buyer was Citadel Advisors, adding an estimated $48.9M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 316 institutional investors held C3.ai (AI) as of Q3 2024, down from 338 in Q2 2024.
  • Funds reported $1.44B of C3.ai stock for Q3 2024, down 11% quarter-over-quarter.
  • 39 funds opened new C3.ai positions in Q3 2024 and 55 closed out, a net change of -16 holders.
  • The largest C3.ai buyer in Q3 2024 was Citadel Advisors, an estimated $48.9M added.
  • The largest C3.ai seller in Q3 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.