1,865 hedge funds and large institutions have $35.8B invested in 3M in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 650 increasing their positions, 849 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,865
Holders Change
-75
Holders Change %
-3.87%
% of All Funds
29.41%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
112
Increased
650
Reduced
849
Closed
174
Calls
$924M
Puts
$1.18B
Net Calls
-$252M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIC
776
ZWJ Investment Counsel
Georgia
$1.12M -$90K -1,075 -7%
PWP
777
Private Wealth Partners
California
$1.12M -$84.8K -1,013 -7%
CFA
778
Cahill Financial Advisors
Minnesota
$1.11M -$94.3K -1,127 -8%
RAM
779
Redmond Asset Management
Virginia
$1.11M -$17.7K -212 -2%
MWM
780
Meridian Wealth Management
Kentucky
$1.11M +$753 +9 +0.1%
ERIM
781
Eagle Ridge Investment Management
Connecticut
$1.11M
FTC
782
Farmers Trust Company
Ohio
$1.1M +$29K +347 +3%
RIL
783
Rothschild Investment LLC
Illinois
$1.1M +$9.29K +111 +0.8%
LWAM
784
Legacy Wealth Asset Management
Minnesota
$1.1M -$58.2K -695 -5%
BCFD
785
Boit C.F. David
$1.1M
PAM
786
Panagora Asset Management
Massachusetts
$1.09M -$12.7M -151,684 -92%
OQS
787
Occudo Quantitative Strategies
Florida
$1.09M -$5.03M -60,072 -82%
MIP
788
Marietta Investment Partners
Wisconsin
$1.09M
PAG
789
Private Advisory Group
Washington
$1.09M -$370K -4,423 -25%
NSIM
790
North Star Investment Management
Illinois
$1.09M
FTDI
791
First Trust Direct Indexing
Massachusetts
$1.08M -$5.11K -61 -0.5%
BA
792
Ballast Advisors
Minnesota
$1.07M -$120K -1,431 -10%
LDB
793
Lee, Danner & Bass
Tennessee
$1.07M -$22.3K -266 -2%
BWM
794
BerganKDV Wealth Management
Minnesota
$1.07M -$20.8K -249 -2%
PA
795
Profund Advisors
Maryland
$1.06M +$43.8K +523 +4%
SC
796
Slow Capital
California
$1.06M +$34.6K +414 +3%
CWM
797
Congress Wealth Management
Massachusetts
$1.06M +$43.3K +517 +4%
IA
798
IFP Advisors
Florida
$1.06M +$357K +4,268 +51%
BAM
799
Brave Asset Management
New Jersey
$1.06M +$124K +1,483 +13%
KA
800
Kovack Advisors
Florida
$1.05M +$232K +2,777 +28%