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 %
BC
201
Bayforest Capital
United Kingdom
$183K +$164K +7,812 +871%
SO
202
STRS Ohio
Ohio
$177K
AP
203
Aspect Partners
Virginia
$158K +$19.8K +941 +14%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$156K +$55.8K +2,557 +55%
SPIA
205
Steward Partners Investment Advisory
New York
$155K -$286K -13,608 -65%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$138K +$10.7K +510 +8%
US Bancorp
207
US Bancorp
Minnesota
$130K +$2.95K +140 +2%
JWM
208
Jupiter Wealth Management
Colorado
$116K -$145K -6,250 -56%
IA
209
IFP Advisors
Florida
$107K +$4.38K +208 +4%
KBC Group
210
KBC Group
Belgium
$103K
OP
211
ORG Partners
Indiana
$95.1K
Lazard Asset Management
212
Lazard Asset Management
New York
$93K +$34.8K +1,660 +60%
AB
213
Amalgamated Bank
New York
$82K +$2.18K +103 +3%
Parallax Volatility Advisers
214
Parallax Volatility Advisers
California
$73K +$73K +3,467 New
GWM
215
Geneos Wealth Management
Colorado
$67.6K +$39.4K +1,849 +140%
SWM
216
Spire Wealth Management
Virginia
$66.9K -$86.3K -4,098 -56%
TRCT
217
Tower Research Capital (TRC)
New York
$65.4K +$8.69K +413 +15%
AWM
218
Ameliora Wealth Management
Switzerland
$59.6K
HI
219
Harbour Investments
Wisconsin
$59.5K -$2.25K -107 -4%
OIA
220
Optimum Investment Advisors
Illinois
$56.2K +$14.7K +700 +36%
OW
221
Olistico Wealth
Oklahoma
$52.6K
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$51.9K -$11.2K -533 -18%
NA
223
NewEdge Advisors
Louisiana
$51.4K +$16.8K +800 +49%
EWA
224
EverSource Wealth Advisors
Alabama
$48.7K -$214K -10,153 -81%
IWM
225
IMG Wealth Management
Florida
$47.6K