315 hedge funds and large institutions have $1.65B invested in C3.ai in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+13
Holders Change %
+4.3%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
75
Increased
105
Reduced
92
Closed
58
Calls
$545M
Puts
$606M
Net Calls
-$60.6M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
176
SEI Investments
Pennsylvania
$339K -$256K -7,021 -43%
Credit Agricole
177
Credit Agricole
France
$335K -$182K -5,000 -35%
EWA
178
EP Wealth Advisors
California
$332K
CF
179
Cantor Fitzgerald
New York
$332K +$332K +9,114 New
LSC
180
Lesa Sroufe & Co
Washington
$332K
AP
181
AtonRa Partners
Switzerland
$325K -$132K -3,618 -29%
IAN
182
Integrated Advisors Network
Texas
$325K -$55.6K -1,525 -15%
SA
183
Strategic Advisors
New York
$321K -$153K -4,200 -32%
KA
184
Kovack Advisors
Florida
$319K +$25.7K +705 +9%
GAM
185
Gotham Asset Management
New York
$316K +$316K +8,682 New
HSBC Holdings
186
HSBC Holdings
United Kingdom
$313K -$4.45M -120,964 -93%
BBL
187
Beck Bode LLC
Massachusetts
$308K -$25.6K -704 -8%
JWCA
188
J.W. Cole Advisors
Florida
$303K +$14.4K +395 +5%
AB
189
Amalgamated Bank
New York
$299K +$44.8K +1,231 +18%
BRWA
190
B. Riley Wealth Advisors
Florida
$291K -$80.3K -2,205 -22%
CA
191
Cornerstone Advisory
Maryland
$291K
EE
192
EWG Elevate
California
$269K +$33.5K +919 +14%
CWMGP
193
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$265K -$39.9K -1,096 -13%
IWC
194
Integrated Wealth Concepts
Massachusetts
$260K +$260K +7,124 New
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$255K -$64.6K -1,771 -20%
SG
196
StoneX Group
New York
$252K +$252K +6,929 New
MSFS
197
Main Street Financial Solutions
Pennsylvania
$251K +$251K +6,895 New
US Bancorp
198
US Bancorp
Minnesota
$249K +$52.4K +1,438 +27%
LFAS
199
Level Four Advisory Services
Texas
$249K +$249K +6,825 New
Principal Financial Group
200
Principal Financial Group
Iowa
$246K +$364 +10 +0.1%