Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

C3 AI INC (AI)

375 + Investors. Track Smart Money conviction in AI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — AI

Based on 332 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
332 funds currently hold this stock — 92% of the 3.0-year high of 362 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
29 fewer hedge funds hold AI compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

191 buying168 selling
Last quarter: 191 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new AI position: 56 → 76 → 47 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new
189 out of 332 hedge funds have held AI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -20%

Value
-20%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~80 new funds/quarter

97 → 56 → 76 → 47 → 80 new funds/Q
New funds entering each quarter: 56 → 76 → 47 → 80. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 25% new
Of 375 current holders: 237 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
37 of 332 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AI

How many hedge funds hold AI — quarterly history vs. share price
Quarterly hedge fund ownership of AI vs. share price

Market Analysis: AI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 0 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AI
2026 Q1 Stats Unlock in 20 days 375 + Investors

Track Smart Money conviction in AI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 375 354 5.93%
13F Shares 107M 106M 1.63%
Total Value $1.46B $1.83B -20.07%
New Positions 86 47 +39
Increased Positions 159 182 -23
Closed Positions 68 100 -32
Reduced Positions 163 157 +6
Total Calls 27 24 12.5%
Total Puts 22 23 -4.35%
PUT/CALL Ratio 0.81 0.96 Neutral

Statistics: AI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

375 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AI. Verified SEC 13F-HR filings.

Top 25 institutional holders of AI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tiller Private Wealth, Inc. 0.66% 222,090 $1.9M
2 Shearwater Capital LLC 0.30% 67,276 $566K
3 Cane Capital Partners, LLC 0.06% 15,825 $133K
4 DGS Capital Management, LLC 0.06% 40,542 $341K
5 Inspire Investing, LLC 0.04% 61,176 $515K
6 PayPay Securities Corp 0.04% 120 $1K
7 Bayforest Capital Ltd 0.04% 3,732 $31K
8 Perigon Wealth Management, LLC 0.03% 183,800 $1.5M
9 Probity Advisors, Inc. 0.03% 19,307 $163K
10 Cerro Pacific Wealth Advisors LLC 0.02% 10,625 $89K
11 SBI Securities Co., Ltd. 0.02% 100,722 $848K
12 Twelve Points Wealth Management LLC 0.02% 10,685 $90K
13 MAYPORT, LLC 0.02% 10,700 $90K
14 Aspect Partners, LLC 0.02% 4,592 $39K
15 Ascentis Independent Advisors 0.01% 18,553 $156K
16 Compagnie Lombard Odier SCmA 0.01% 110,000 $926K
17 Olistico Wealth, LLC 0.01% 2,500 $21K
18 Leonteq Securities AG 0.01% 32,293 $272K
19 PFG Investments, LLC 0.01% 14,963 $126K
20 Marex Group plc 0.01% 7,544 $218K
21 Ameliora Wealth Management Ltd. 0.01% 1,210 $17K
22 Murphy & Mullick Capital Management Corp 0.01% 835 $7K
23 WEDBUSH SECURITIES INC 0.00% 17,445 —
24 SG Americas Securities, LLC 0.00% 407,598 $3K
25 Brooklyn Investment Group 0.00% 11,531 $97K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — C3 AI INC (AI)

What does the Smart Money Trend signal show for AI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AI?

Slight buying edge — 53% buying: Last quarter: 191 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AI holders?

Strong quality — 38% AUM from major funds: 37 of 332 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AI?

57% of holders stayed for 2+ years: 189 out of 332 hedge funds have held AI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.