372 hedge funds and large institutions have $1.67B invested in C3.ai in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 121 increasing their positions, 104 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+34
Holders Change %
+10.06%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
85
Increased
121
Reduced
104
Closed
45
Calls
$455M
Puts
$315M
Net Calls
+$140M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Shares
Change %
DS
201
DRW Securities
Illinois
$291K +$291K +11,853 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$290K
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$284K -$74.5K -3,031 -21%
IWC
204
Integrated Wealth Concepts
Massachusetts
$283K +$283K +11,511 New
FFG
205
Fortem Financial Group
California
$272K -$457K -18,620 -63%
AWM
206
Apollon Wealth Management
South Carolina
$267K +$267K +10,859 New
CIA
207
Concurrent Investment Advisors
Florida
$261K -$94.3K -3,838 -27%
JCFM
208
JBR Co Financial Management
Oklahoma
$261K +$23.5K +955 +10%
AAS
209
Avantax Advisory Services
Texas
$256K +$256K +10,409 New
HT
210
Headlands Technologies
Illinois
$256K +$256K +10,404 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$255K -$253K -10,310 -50%
BW
212
BIP Wealth
Georgia
$253K
MG
213
Marex Group
$250K +$250K +10,170 New
PD
214
Point72 (DIFC)
United Arab Emirates
$242K +$242K +9,840 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$240K +$66.1K +2,727 +38%
VA
216
Vident Advisory
Georgia
$239K -$13.7M -558,768 -98%
BFM
217
Boothbay Fund Management
New York
$239K +$239K +9,716 New
NRD
218
Nebula Research & Development
New York
$234K +$234K +9,512 New
X
219
Xponance
Pennsylvania
$233K +$233K +9,479 New
MML Investors Services
220
MML Investors Services
Massachusetts
$225K -$20.5K -832 -8%
LSC
221
Lesa Sroufe & Co
Washington
$224K +$224K +9,109 New
KWM
222
Kingsview Wealth Management
Oregon
$221K -$17.7K -722 -7%
SPA
223
Sherbrooke Park Advisers
New York
$219K +$219K +8,895 New
Principal Financial Group
224
Principal Financial Group
Iowa
$212K +$212K +8,613 New
CA
225
Cornerstone Advisory
Maryland
$200K +$200K +8,156 New