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 %
MWM
851
Massachusetts Wealth Management
Massachusetts
$965K +$305K +3,339 +46%
IA
852
IFG Advisory
Georgia
$962K -$518K -5,666 -35%
AWA
853
Arete Wealth Advisors
Illinois
$960K +$384K +4,198 +67%
JWCA
854
J.W. Cole Advisors
Florida
$960K +$121K +1,323 +14%
CA
855
Cullinan Associates
Kentucky
$960K
NSIM
856
North Star Investment Management
Illinois
$950K -$91.5K -1,001 -9%
MFG
857
MidWestOne Financial Group
Iowa
$948K -$21.8K -239 -2%
CTWM
858
Cherry Tree Wealth Management
Minnesota
$947K -$26.1K -286 -3%
ACL
859
Applied Capital LLC
Florida
$947K -$40K -438 -4%
GC
860
Grimes & Company
Massachusetts
$945K -$9.42K -103 -1%
AF
861
Allworth Financial
California
$943K -$52K -569 -5%
HCM
862
Howland Capital Management
Massachusetts
$939K +$89.4K +978 +11%
CWM
863
Congress Wealth Management
Massachusetts
$939K -$179K -1,960 -16%
LNB
864
Ledyard National Bank
$937K
EH
865
Equitable Holdings
New York
$935K -$56.9K -622 -6%
TCOT
866
Trust Company of Toledo
Ohio
$932K -$22.1K -242 -2%
EHC
867
Everett Harris & Co
California
$927K -$103K -1,131 -10%
WQ
868
Wealth Quarterback
New Jersey
$925K +$99.3K +1,086 +12%
MWM
869
Modera Wealth Management
New Jersey
$920K -$1.68M -18,421 -65%
GI
870
GAMCO Investors
Connecticut
$918K +$261K +2,850 +40%
IF
871
Intrua Financial
Texas
$918K -$155K -1,693 -14%
FWM
872
Focused Wealth Management
New York
$918K +$366 +4 +0%
LRPA
873
L. Roy Papp & Associates
Arizona
$912K -$291K -3,179 -24%
CFFP
874
Center for Financial Planning
Michigan
$912K
PL
875
Parthenon LLC
Kentucky
$912K +$5.48K +60 +0.6%