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317 hedge funds and large institutions have $714M invested in C3.ai in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $1.06B → $714M (-$342M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$128M
Puts
$123M
Net Calls
Net Calls Change

Top Buyers

1 +$19.6M
2 +$13.2M
3 +$12.5M
4
UBS Group
UBS Group
Switzerland
+$11.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$29.3K
GI
202
GAMMA Investing
California
$27.2K
QCG
203
Quadrant Capital Group
Ohio
$25.6K
BWL
204
Bogart Wealth LLC
Virginia
$23.4K
US Bancorp
205
US Bancorp
Minnesota
$21.6K
OW
206
Olistico Wealth
Oklahoma
$21.1K
SC
207
Swan Capital
Florida
$17.7K
ASN
208
Advisory Services Network
Georgia
$17.4K
CA
209
Clearstead Advisors
Ohio
$17K
W
210
WealthCollab
Washington
$16.8K
AWM
211
Ameliora Wealth Management
Switzerland
$16.6K
S
212
SignatureFD
Georgia
$16.5K
FFA
213
Farther Finance Advisors
California
$16.1K
FC
214
Financial Consulate
Maryland
$16K
NA
215
NewEdge Advisors
Louisiana
$15.4K
PA
216
Parallel Advisors
California
$15.1K
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$14.7K
MCA
218
McGuire Capital Advisors
Oklahoma
$12.8K
EWA
219
EverSource Wealth Advisors
Alabama
$10.1K
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$9.99K
PWPS
221
Pinnacle Wealth Planning Services
Ohio
$9.7K
UCB
222
United Community Bank
South Carolina
$8.42K
AA
223
Ancora Advisors
Ohio
$8.04K
TFGT
224
TS Financial Group (TSFG)
Illinois
$8K
HPC
225
HM Payson & Co
Maine
$7.92K