296 hedge funds and large institutions have $1.21B invested in C3.ai in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
123
Reduced
68
Closed
65
Calls
$434M
Puts
$470M
Net Calls
-$36.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
151
Magnetar Financial
Illinois
$283K +$283K +11,087 New
FWM
152
Focused Wealth Management
New York
$277K +$276K +10,800 +21,600%
Victory Capital Management
153
Victory Capital Management
Texas
$276K +$34.4K +1,348 +14%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$273K +$273K +10,695 New
ProShare Advisors
155
ProShare Advisors
Maryland
$268K +$4.21K +165 +2%
AAS
156
Avantax Advisory Services
Texas
$267K +$267K +10,458 New
DCM
157
Donaldson Capital Management
Indiana
$265K +$265K +10,400 New
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$259K +$528 +21 +0.2%
BW
159
BIP Wealth
Georgia
$255K
MC
160
Moors & Cabot
Massachusetts
$250K +$250K +9,813 New
APW
161
Aurora Private Wealth
New Jersey
$246K +$5K +196 +2%
GVAG
162
Great Valley Advisor Group
Delaware
$243K -$13.4K -525 -5%
IWC
163
Integrated Wealth Concepts
Massachusetts
$239K +$57.4K +2,251 +32%
Credit Agricole
164
Credit Agricole
France
$235K
LSC
165
Lesa Sroufe & Co
Washington
$232K
EWA
166
EP Wealth Advisors
California
$230K +$23K +900 +11%
IAN
167
Integrated Advisors Network
Texas
$223K -$4.65K -182 -2%
CA
168
Cetera Advisors
Colorado
$221K -$87.9K -3,446 -28%
KA
169
Kovack Advisors
Florida
$219K -$4.7K -184 -2%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K +$174K +6,807 +443%
GC
171
Guggenheim Capital
Illinois
$212K +$212K +8,321 New
AB
172
Amalgamated Bank
New York
$210K
EE
173
EWG Elevate
California
$209K +$20.7K +813 +11%
FPCG
174
Fort Pitt Capital Group
Pennsylvania
$204K +$204K +8,000 New
CA
175
Cornerstone Advisory
Maryland
$204K