306 hedge funds and large institutions have $1.39B invested in C3.ai in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
112
Reduced
90
Closed
45
Calls
$325M
Puts
$342M
Net Calls
-$16.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$71K -$697K -25,844 -91%
KBC Group
202
KBC Group
Belgium
$71K +$15.9K +588 +29%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.5K -$189K -7,000 -74%
IA
204
IFP Advisors
Florida
$66.6K -$14.9K -550 -18%
CFGS
205
Concourse Financial Group Securities
Alabama
$60.6K +$39.9K +1,475 +193%
FFA
206
Farther Finance Advisors
California
$57.6K +$10.4K +395 +22%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$56.9K +$56.9K +2,155 New
GWSG
208
GPS Wealth Strategies Group
Colorado
$54.8K +$18.3K +675 +50%
W
209
WealthCollab
Washington
$54.1K +$54.1K +2,000 New
S
210
SignatureFD
Georgia
$52.1K +$1.11K +41 +2%
BWL
211
Bogart Wealth LLC
Virginia
$49.5K +$8.93K +330 +22%
PAI
212
Pittenger & Anderson Inc
Nebraska
$40.6K
AP
213
Aspect Partners
Virginia
$39.5K +$7.63K +282 +24%
PFA
214
Pathway Financial Advisers
Indiana
$37.6K
GWM
215
Geneos Wealth Management
Colorado
$32.9K
Comerica Bank
216
Comerica Bank
Texas
$32.6K +$24.5K +906 +305%
TFGT
217
TS Financial Group (TSFG)
Illinois
$31K +$4.04K +150 +15%
PA
218
Parallel Advisors
California
$30.7K
AAG
219
Armstrong Advisory Group
Massachusetts
$28.7K
HPC
220
HM Payson & Co
Maine
$28.5K +$22K +811 +338%
OCM
221
Orion Capital Management
California
$27.1K
TFA
222
Toth Financial Advisory
Virginia
$27.1K +$24.4K +900 +900%
SSG
223
Summit Securities Group
New York
$27K +$27K +1,000 New
LC
224
Lindbrook Capital
California
$24.3K +$24.3K +899 New
TRCT
225
Tower Research Capital (TRC)
New York
$24.1K -$128K -4,719 -84%