336 hedge funds and large institutions have $1.61B invested in C3.ai in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
107
Reduced
94
Closed
38
Calls
$520M
Puts
$489M
Net Calls
+$31.6M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
176
EP Wealth Advisors
California
$314K +$17.4K +601 +6%
WH
177
Willner & Heller
California
$313K +$313K +10,815 New
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$299K -$4.08K -141 -1%
LSC
179
Lesa Sroufe & Co
Washington
$296K
Credit Agricole
180
Credit Agricole
France
$295K
SA
181
Sanctuary Advisors
Indiana
$294K +$294K +12,894 New
JIP
182
Jaffetilchin Investment Partners
Florida
$294K -$130K -4,475 -31%
WWM
183
Western Wealth Management
Colorado
$289K +$289K +9,972 New
BAM
184
Brave Asset Management
New Jersey
$288K
IAA
185
Independent Advisor Alliance
North Carolina
$279K +$279K +9,626 New
SPA
186
Sherbrooke Park Advisers
New York
$271K +$271K +9,347 New
KWA
187
Kingswood Wealth Advisors
California
$266K -$28.8K -995 -10%
SIC
188
Salem Investment Counselors
North Carolina
$258K +$254K +8,780 +6,702%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$256K -$401K -8,288 -61%
SWM
190
SeaCrest Wealth Management
New York
$251K -$10.1K -350 -4%
AQR Capital Management
191
AQR Capital Management
Connecticut
$249K +$249K +8,603 New
AIP
192
Ameritas Investment Partners
Nebraska
$244K
EWM
193
Empirical Wealth Management
Washington
$244K +$26.2K +906 +12%
HAM
194
Hedges Asset Management
Nevada
$243K
CIBC World Market
195
CIBC World Market
Ontario, Canada
$242K -$43.4K -1,500 -15%
Allianz Asset Management
196
Allianz Asset Management
Germany
$242K +$242K +8,354 New
IWC
197
Integrated Wealth Concepts
Massachusetts
$234K -$30.3K -1,046 -11%
CIA
198
Concurrent Investment Advisors
Florida
$234K +$234K +8,071 New
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$233K +$233K +8,052 New
CA
200
Cornerstone Advisory
Maryland
$232K -$1.74K -60 -0.7%