338 hedge funds and large institutions have $1.35B invested in C3.ai in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 140 increasing their positions, 67 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-32
Holders Change %
-8.65%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
140
Reduced
67
Closed
80
Calls
$288M
Puts
$255M
Net Calls
+$33.1M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
151
Graham Capital Management
Connecticut
$412K +$144K +6,844 +54%
KAS
152
Kestra Advisory Services
Texas
$395K -$289K -13,707 -42%
BCV
153
Banque Cantonale Vaudoise
Switzerland
$390K +$390K +18,546 New
FRM
154
Fox Run Management
Connecticut
$384K +$384K +18,266 New
MAM
155
Maytree Asset Management
Hong Kong
$383K +$383K +18,200 New
AWA
156
Arkadios Wealth Advisors
Georgia
$380K -$44.1K -2,095 -10%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$375K +$34.4K +1,632 +10%
PA
158
Probity Advisors
Texas
$367K +$15.5K +738 +4%
Vontobel Holding
159
Vontobel Holding
Switzerland
$365K +$365K +17,350 New
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$357K +$23.9K +1,133 +7%
PA
161
PFG Advisors
Arizona
$356K +$46.3K +2,200 +15%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$351K -$8.04K -382 -2%
CPWA
163
Cerro Pacific Wealth Advisors
California
$350K +$350K +10,175 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$347K +$347K +16,504 New
WP
165
Woodline Partners
California
$346K +$346K +16,426 New
AIP
166
Arrowpoint Investment Partners
Singapore
$345K +$345K +16,403 New
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$343K +$343K +16,321 New
PCP
168
Perbak Capital Partners
United Kingdom
$341K +$341K +16,210 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$331K +$251K +11,918 +313%
KWA
170
Kingswood Wealth Advisors
California
$329K -$59.7K -2,820 -15%
TAM
171
Tocqueville Asset Management
New York
$317K -$18.9K -900 -6%
SG Americas Securities
172
SG Americas Securities
New York
$317K +$92.1K +4,381 +41%
PAG
173
Private Advisor Group
New Jersey
$313K +$2.04K +97 +0.7%
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$307K +$568 +27 +0.2%
CIA
175
Concurrent Investment Advisors
Florida
$305K +$36.3K +1,726 +14%