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 %
MWM
776
Massachusetts Wealth Management
Massachusetts
$1.13M +$197K +2,225 +21%
TPI
777
Trust Point Inc
Wisconsin
$1.13M -$204K -2,304 -15%
LWAM
778
Legacy Wealth Asset Management
Minnesota
$1.13M +$7.63K +86 +0.7%
AF
779
Affiance Financial
Minnesota
$1.13M -$3.99K -45 -0.4%
VIM
780
VELA Investment Management
Ohio
$1.13M +$1.13M +12,735 New
WI
781
Wahed Invest
New York
$1.13M +$150K +1,692 +15%
PIM
782
Penobscot Investment Management
Massachusetts
$1.12M -$274K -3,084 -20%
GSC
783
G&S Capital
Colorado
$1.11M +$66.3K +748 +6%
VI
784
Vestcor Inc
New Brunswick, Canada
$1.11M -$150K -1,696 -12%
SC
785
Saybrook Capital
North Carolina
$1.11M
LNWWM
786
Laird Norton Wetherby Wealth Management
California
$1.11M -$84.8K -956 -7%
MFG
787
Merit Financial Group
Georgia
$1.1M +$304K +3,742 +38%
FMWA
788
Forvis Mazars Wealth Advisors
Missouri
$1.1M -$104K -1,177 -9%
CTC
789
Cetera Trust Company
Minnesota
$1.1M
CT
790
Chicago Trust
Illinois
$1.1M -$126K -1,423 -10%
CAM
791
Carret Asset Management
New York
$1.1M -$248K -2,792 -18%
IC
792
IEQ Capital
California
$1.1M +$663K +7,481 +152%
VDI
793
Vaughan David Investments
Illinois
$1.1M -$9.49K -107 -0.9%
ASN
794
Advisory Services Network
Georgia
$1.1M -$1M -11,310 -48%
SL
795
Sentry LLC
Tennessee
$1.1M +$266 +3 +0%
IF
796
Intrua Financial
Texas
$1.09M +$199K +2,246 +22%
BSB
797
Bangor Savings Bank
Maine
$1.09M -$23.1K -261 -2%
WWM
798
Western Wealth Management
Colorado
$1.08M -$272K -3,062 -20%
NL
799
NWAM LLC
Washington
$1.07M -$62.7K -781 -6%
DFG
800
Delta Financial Group
New Jersey
$1.07M +$5.68K +64 +0.5%