228 hedge funds and large institutions have $1.03B invested in C3.ai in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-22
Holders Change %
-8.8%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
38
Increased
79
Reduced
58
Closed
57
Calls
$77M
Puts
$122M
Net Calls
-$45M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$10K +$3.93K +174 +65%
CP
177
Corbenic Partners
Pennsylvania
$9K
AA
178
Ancora Advisors
Ohio
$8K
CA
179
Clearstead Advisors
Ohio
$7K -$1.36K -64 -16%
OAJ
180
Ogorek Anthony Joseph
New York
$7K
PA
181
Parallel Advisors
California
$6K
SBL
182
Sargent Bickham Lagudis
Colorado
$5K -$10K -400 -67%
BCV
183
Banque Cantonale Vaudoise
Switzerland
$5K
HWM
184
Holloway Wealth Management
Florida
$5K -$6K
CWA
185
Clearview Wealth Advisors
Oregon
$5K +$1.85K +76 +59%
MCC
186
Money Concepts Capital
Florida
$5K +$5K +210 New
SWM
187
Spire Wealth Management
Virginia
$3K -$3K -150 -50%
RMC
188
Resources Management Corp
Connecticut
$3K
Baillie Gifford & Co
189
Baillie Gifford & Co
United Kingdom
$3K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$3K +$879 +41 +41%
TFO
191
Tarbox Family Office
California
$3K +$3K +150 New
TWM
192
Tradition Wealth Management
Minnesota
$3K +$3K +150 New
GRP
193
Global Retirement Partners
California
$3K +$3K +170 New
FIA
194
FNY Investment Advisers
New York
$2K -$16.7K -750 -89%
MS
195
Mizuho Securities
Japan
$2K -$30 -1 -1%
EWA
196
EverSource Wealth Advisors
Alabama
$2K
CFGS
197
Concourse Financial Group Securities
Alabama
$2K
CA
198
Crewe Advisors
Utah
$2K
BWM
199
BerganKDV Wealth Management
Minnesota
$2K
MAWCM
200
Mine & Arao Wealth Creation & Management
California
$2K