1,965 hedge funds and large institutions have $40.1B invested in 3M in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 569 increasing their positions, 893 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,965
Holders Change
+144
Holders Change %
+7.91%
% of All Funds
28.8%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.34%
New
282
Increased
569
Reduced
893
Closed
114
Calls
$1.01B
Puts
$826M
Net Calls
+$181M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
801
Cahill Financial Advisors
Minnesota
$1.1M -$34.2K -374 -3%
AL
802
Aspiriant LLC
California
$1.1M -$93.6K -1,024 -8%
SCP
803
Seizert Capital Partners
Michigan
$1.1M -$332K -3,629 -23%
GC
804
Gratus Capital
Georgia
$1.1M -$59.6K -652 -5%
DFG
805
Delta Financial Group
New Jersey
$1.09M -$303K -3,312 -22%
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
$1.08M +$59K +646 +6%
VNA
807
Valley National Advisers
Pennsylvania
$1.08M -$48.6K -532 -4%
LSV Asset Management
808
LSV Asset Management
Illinois
$1.08M +$317K +3,468 +41%
IAIM
809
International Assets Investment Management
Florida
$1.08M -$252K -2,756 -19%
BCM
810
Beddow Capital Management
Wyoming
$1.08M +$52.5K +574 +5%
GSC
811
G&S Capital
Colorado
$1.08M -$56K -613 -5%
FCMA
812
Foresight Capital Management Advisors
Michigan
$1.08M +$1.08M +11,799 New
TIM
813
Tevis Investment Management
Texas
$1.08M +$133K +1,450 +14%
Empower Advisory Group
814
Empower Advisory Group
Colorado
$1.07M -$179K -1,961 -14%
DCM
815
Delta Capital Management
New Jersey
$1.07M -$3.84K -42 -0.4%
BA
816
Ballast Advisors
Minnesota
$1.07M -$69.8K -764 -6%
GFA
817
Gifford Fong Associates
California
$1.07M
SPC
818
Sigma Planning Corp
Michigan
$1.06M -$1.64M -17,903 -61%
IP
819
Ignite Planners
California
$1.06M +$35.7K +388 +3%
CT
820
Cambridge Trust
Massachusetts
$1.06M -$142K -1,555 -12%
EM
821
Excalibur Management
Massachusetts
$1.05M -$36K -394 -3%
RAM
822
Redmond Asset Management
Virginia
$1.05M +$29.4K +322 +3%
WJWM
823
Williams Jones Wealth Management
New York
$1.05M -$121K -1,322 -10%
RCG
824
Regatta Capital Group
California
$1.05M +$20.2K +221 +2%
BJL
825
Brighton Jones LLC
Washington
$1.04M +$57K +624 +6%