1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.45%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
426
Vanguard Personalized Indexing Management
California
$3.72M +$590K +6,650 +19%
GT
427
Glenview Trust
Kentucky
$3.72M +$10K +113 +0.3%
RIA
428
Regal Investment Advisors
Michigan
$3.71M +$239K +2,693 +7%
AI
429
Atria Investments
North Carolina
$3.71M +$1.25M +14,087 +51%
KWM
430
Kingsview Wealth Management
Oregon
$3.69M -$1.58M -17,816 -30%
HFS
431
Hantz Financial Services
Michigan
$3.67M -$164K -1,846 -4%
SCP
432
Stamos Capital Partners
California
$3.67M +$755K +8,516 +26%
STAS
433
Strong Tower Advisory Services
Minnesota
$3.62M -$65.5K -833 -2%
KA
434
Kintegral Advisory
New York
$3.62M -$11.3K -127 -0.3%
MSAM
435
Moloney Securities Asset Management
Missouri
$3.62M -$40.7K -459 -1%
WAOTB
436
Wealth Advisors of Tampa Bay
Florida
$3.59M +$409K +4,611 +13%
VWA
437
Visionary Wealth Advisors
Illinois
$3.56M +$521K +5,869 +17%
RCS
438
Retirement Capital Strategies
California
$3.55M
MCM
439
Monarch Capital Management
Indiana
$3.52M -$9.76K -110 -0.3%
DILIC
440
Dai-ichi Life Insurance Company
Japan
$3.52M -$66.6K -751 -2%
RMA
441
Roffman Miller Associates
Pennsylvania
$3.49M -$822K -9,265 -19%
AWS
442
Atria Wealth Solutions
New York
$3.48M -$7.1K -80 -0.2%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$3.48M -$204K -2,303 -6%
MSS
444
Mitchell Sinkler & Starr
Pennsylvania
$3.47M -$1.27M -14,314 -27%
SYBT
445
Stock Yards Bank & Trust
Kentucky
$3.47M -$447K -5,044 -11%
SAM
446
Securian Asset Management
Minnesota
$3.45M -$249K -2,805 -7%
TCM
447
Tufton Capital Management
Maryland
$3.45M -$1.49M -16,843 -30%
CS
448
Candriam SCA
Luxembourg
$3.42M -$288K -3,248 -8%
LSERS
449
Louisiana State Employees Retirement System
Louisiana
$3.42M -$127K -1,435 -4%
FGAM
450
Financial Gravity Asset Management
Texas
$3.38M -$16.7M -185,973 -83%