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 %
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$238K +$238K +6,544 New
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$237K +$36.5K +1,003 +18%
SWM
203
Spire Wealth Management
Virginia
$235K +$66.7K +1,832 +40%
CIP
204
Cornerstone Investment Partners
Georgia
$233K
EFS
205
Essex Financial Services
Connecticut
$223K +$223K +6,132 New
KWM
206
Kingsview Wealth Management
Oregon
$223K -$28.8K -791 -11%
PA
207
PFG Advisors
Arizona
$218K +$218K +5,985 New
AWS
208
Atria Wealth Solutions
New York
$217K -$169K -4,650 -44%
SWP
209
Stratos Wealth Partners
Ohio
$216K -$62K -1,702 -22%
QC
210
QCM Cayman
Texas
$213K +$213K +5,835 New
EH
211
Equitable Holdings
New York
$208K +$208K +5,701 New
CAM
212
Cresset Asset Management
Illinois
$206K +$206K +5,659 New
PWM
213
Prosperity Wealth Management
California
$205K +$205K +5,615 New
CLOS
214
Compagnie Lombard Odier SCmA
Switzerland
$182K +$182K +5,000 New
AIP
215
Ameritas Investment Partners
Nebraska
$177K +$9.8K +269 +6%
OP
216
ORG Partners
Indiana
$173K +$173K +4,614 New
S
217
SignatureFD
Georgia
$142K +$70.1K +1,925 +97%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$124K +$8.34K +229 +7%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$118K
IA
220
IFP Advisors
Florida
$105K -$47.8K -1,311 -31%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$96K +$16K +440 +20%
PIA
222
Perennial Investment Advisors
California
$95K +$95K +2,609 New
Fidelity Investments
223
Fidelity Investments
Massachusetts
$89.4K -$37.9K -1,039 -30%
SPIA
224
Steward Partners Investment Advisory
New York
$88.7K -$52.7K -1,447 -37%
BWA
225
BDO Wealth Advisors
Florida
$88.1K