1,821 hedge funds and large institutions have $33.4B invested in 3M in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 648 increasing their positions, 780 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-44
Holders Change %
-2.36%
% of All Funds
29.03%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
134
Increased
648
Reduced
780
Closed
156
Calls
$840M
Puts
$970M
Net Calls
-$130M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
876
Claybrook Capital
Massachusetts
$800K
ACA
877
Aptus Capital Advisors
Alabama
$798K +$202K +2,579 +34%
UBV
878
United Bank (Virginia)
Virginia
$790K -$6.18K -79 -0.8%
FWM
879
Focused Wealth Management
New York
$786K +$78 +1 +0%
BL
880
Balentine LLC
Georgia
$783K +$196K +2,506 +33%
STC
881
Sarah T. Connolly
$782K -$11.2K -143 -1%
CWMGP
882
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$781K -$87.3K -1,115 -10%
CFFP
883
Center for Financial Planning
Michigan
$781K +$11K +140 +1%
SWM
884
Spire Wealth Management
Virginia
$779K +$44.1K +563 +6%
GIA
885
Guyasuta Investment Advisors
Pennsylvania
$779K
PL
886
Parthenon LLC
Kentucky
$776K -$18.8K -240 -2%
BTWM
887
Baker Tilly Wealth Management
Wisconsin
$772K +$289K +3,689 +60%
MCA
888
MSH Capital Advisors
Arizona
$770K +$20K +255 +3%
CIC
889
Crawford Investment Counsel
Georgia
$768K +$5.56K +71 +0.7%
FFBTD
890
First Financial Bank - Trust Division
Ohio
$767K -$2.66K -34 -0.3%
V
891
VeraBank
Texas
$766K
DMBA
892
Deseret Mutual Benefit Administrators
Utah
$764K -$49.9K -638 -6%
SIA
893
Soltis Investment Advisors
Utah
$761K +$29.8K +381 +4%
PG
894
Prostatis Group
Maryland
$760K -$74M -958,094 -99%
CCM
895
CAAS Capital Management
New York
$758K +$758K +9,688 New
EWA
896
Exencial Wealth Advisors
Oklahoma
$757K -$145K -1,854 -16%
TAM
897
Todd Asset Management
Kentucky
$757K
OFG
898
OmniStar Financial Group
North Carolina
$755K +$39.2K +499 +5%
VFG
899
V2 Financial group
Illinois
$755K -$21.1K -270 -3%
MA
900
Montag & Associates
Georgia
$754K