2,112 hedge funds and large institutions have $50.9B invested in 3M in 2024 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 674 increasing their positions, 831 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,112
Holders Change
+45
Holders Change %
+2.18%
% of All Funds
28.11%
Holding in Top 10
35
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+34.62%
% of All Funds
0.47%
New
234
Increased
674
Reduced
831
Closed
143
Calls
$1.54B
Puts
$988M
Net Calls
+$557M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
801
Congress Wealth Management
Massachusetts
$1.3M +$82.8K +641 +7%
EFS
802
Essex Financial Services
Connecticut
$1.3M +$108K +835 +9%
HH
803
Hilltop Holdings
Texas
$1.3M -$254K -1,969 -16%
BHCM
804
Brevan Howard Capital Management
Jersey
$1.3M -$2.07M -16,019 -61%
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3M -$33.6K -260 -3%
LWAM
806
Legacy Wealth Asset Management
Minnesota
$1.29M +$108K +839 +9%
SPWM
807
Straight Path Wealth Management
Michigan
$1.29M
GA
808
GFS Advisors
Texas
$1.29M +$1.29M +10,000 New
EM
809
Excalibur Management
Massachusetts
$1.29M -$23.6K -183 -2%
SCP
810
Sandhill Capital Partners
New York
$1.28M
HWA
811
Heartwood Wealth Advisors
Virginia
$1.27M -$3.36K -26 -0.3%
SL
812
Sentry LLC
Tennessee
$1.27M -$64K -496 -5%
CAG
813
Crestwood Advisors Group
Massachusetts
$1.27M +$496K +3,846 +64%
GIA
814
Gateway Investment Advisers
Ohio
$1.26M +$427K +3,309 +51%
GFA
815
Gifford Fong Associates
California
$1.26M
BHWM
816
Bar Harbor Wealth Management
New Hampshire
$1.26M -$3.13M -24,251 -71%
GF
817
Gries Financial
Ohio
$1.26M
PAM
818
Panagora Asset Management
Massachusetts
$1.26M -$41.1M -318,256 -97%
RWM
819
Ritholtz Wealth Management
New York
$1.25M +$266K +2,061 +27%
NAAA
820
New Age Alpha Advisors
New York
$1.25M +$1.25M +9,686 New
PCP
821
Perbak Capital Partners
United Kingdom
$1.25M +$1.25M +9,680 New
PCA
822
Pallas Capital Advisors
Massachusetts
$1.25M -$146K -1,128 -10%
NB
823
NBT Bank
New York
$1.25M -$39.8K -308 -3%
KIC
824
Keating Investment Counselors
Florida
$1.24M -$64.5K -500 -5%
FNBOO
825
First National Bank of Omaha
Nebraska
$1.24M +$30.1K +233 +2%