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 %
QCM
176
Qsemble Capital Management
New York
$294K +$294K +13,981 New
Victory Capital Management
177
Victory Capital Management
Texas
$294K +$2.46K +117 +0.8%
MHS
178
M Holdings Securities
Oregon
$292K +$292K +13,886 New
GVAG
179
Great Valley Advisor Group
Delaware
$289K +$4.22K +200 +1%
MC
180
Moors & Cabot
Massachusetts
$286K +$55.8K +2,650 +24%
SIC
181
Salem Investment Counselors
North Carolina
$282K
XT
182
XTX Topco
Cayman Islands
$277K -$314K -14,936 -53%
Corient Private Wealth
183
Corient Private Wealth
Florida
$274K -$217K -10,332 -44%
ZDA
184
Zweig-DiMenna Associates
New York
$274K +$274K +13,000 New
P
185
&Partners
Tennessee
$258K -$80.2K -3,656 -24%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$248K
SC
187
Savant Capital
Illinois
$245K +$245K +11,619 New
AIP
188
Ameritas Investment Partners
Nebraska
$244K
MWM
189
Mission Wealth Management
California
$241K -$19.5K -928 -7%
FFM
190
Forum Financial Management
Illinois
$235K -$5.81K -276 -2%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$234K +$234K +11,132 New
BW
192
BIP Wealth
Georgia
$217K
BA
193
Bridgewater Associates
Connecticut
$213K +$213K +10,136 New
MML Investors Services
194
MML Investors Services
Massachusetts
$210K -$15.5K -737 -7%
1WA
195
180 Wealth Advisors
Washington
$209K -$6.32K -300 -3%
KWM
196
Kingsview Wealth Management
Oregon
$205K +$1.2K +57 +0.6%
JCFM
197
JBR Co Financial Management
Oklahoma
$203K +$203K +9,650 New
A
198
AlphaQuest
New York
$200K +$193K +9,168 +2,745%
NFSG
199
Newbridge Financial Services Group
Florida
$200K -$33.8K -1,605 -14%
Credit Agricole
200
Credit Agricole
France
$194K