296 hedge funds and large institutions have $1.21B invested in C3.ai in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
123
Reduced
68
Closed
65
Calls
$434M
Puts
$470M
Net Calls
-$36.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
S
201
SignatureFD
Georgia
$48.1K -$51.7K -2,025 -52%
RFA
202
Resurgent Financial Advisors
Georgia
$43.5K +$15.3K +600 +54%
BWL
203
Bogart Wealth LLC
Virginia
$41.8K +$37.9K +1,485 +971%
PA
204
Parallel Advisors
California
$37.8K -$8.68K -340 -19%
TRCT
205
Tower Research Capital (TRC)
New York
$29.9K -$1.44M -56,527 -98%
IPW
206
Impact Partnership Wealth
Georgia
$29.5K +$29.5K +1,154 New
TFGT
207
TS Financial Group (TSFG)
Illinois
$26K
CCM
208
Chilton Capital Management
Texas
$25.5K
2C
209
272 Capital
Texas
$25.5K +$25.5K +1,000 New
OCM
210
Orion Capital Management
California
$25.5K +$25.5K +1,000 New
AAG
211
Armstrong Advisory Group
Massachusetts
$25.5K +$20.1K +789 +376%
Lazard Asset Management
212
Lazard Asset Management
New York
$25K +$13.5K +533 +118%
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
$25K +$25K +986 New
APW
214
Atlantic Private Wealth
North Carolina
$23.1K
GWM
215
Geneos Wealth Management
Colorado
$22.1K +$8.83K +346 +66%
Russell Investments Group
216
Russell Investments Group
United Kingdom
$22K -$2.58K -101 -10%
QCG
217
Quadrant Capital Group
Ohio
$21.6K +$153 +6 +0.7%
TAM
218
Tucker Asset Management
Colorado
$21.4K +$817 +32 +4%
PS
219
PayPay Securities
Japan
$20.3K +$17.8K +696 +689%
SO
220
STRS Ohio
Ohio
$20K
CP
221
Castleview Partners
Texas
$19.8K
IUHSA
222
Itau Unibanco Holding S.A.
Brazil
$19.2K +$4.72K +185 +33%
CFGS
223
Concourse Financial Group Securities
Alabama
$19.1K +$12.8K +500 +200%
GFPC
224
Global Financial Private Client
Florida
$18.5K +$18.5K +750 New
GWSG
225
GPS Wealth Strategies Group
Colorado
$18.3K +$5.59K +219 +44%