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 %
VSQM
901
V-Square Quantitative Management
Illinois
$859K +$265K +2,897 +45%
BHPW
902
Beverly Hills Private Wealth
California
$854K +$14.4K +158 +2%
LFAS
903
Level Four Advisory Services
Texas
$854K +$142K +1,554 +20%
MS
904
Maven Securities
Jersey
$853K -$1.79M -19,569 -68%
CCM
905
Coldstream Capital Management
Washington
$852K -$141K -1,543 -14%
PCM
906
Piedmont Capital Management
Montana
$850K +$28.4K +311 +3%
AWM
907
Accurate Wealth Management
Florida
$849K +$159K +1,746 +23%
CAI
908
Capital Advisors Inc
Oklahoma
$848K -$27.7K -303 -3%
EWA
909
Exencial Wealth Advisors
Oklahoma
$848K -$35.2K -385 -4%
MYIA
910
Mount Yale Investment Advisors
Colorado
$847K +$2.56K +28 +0.3%
CWP
911
Cyndeo Wealth Partners
Florida
$847K +$5.85K +64 +0.7%
FC
912
FCA Corp
Texas
$844K -$517K -5,652 -38%
IPW
913
Impact Partnership Wealth
Georgia
$841K +$101K +1,104 +14%
LIM
914
Longfellow Investment Management
Massachusetts
$839K
NHT
915
New Hampshire Trust
New Hampshire
$838K -$24.3K -266 -3%
UBV
916
United Bank (Virginia)
Virginia
$837K -$86.2K -943 -9%
BAM
917
Belpointe Asset Management
Nevada
$836K +$11.9K +130 +1%
SVWAG
918
Sound View Wealth Advisors Group
Georgia
$836K +$3.66K +40 +0.4%
LCM
919
LVM Capital Management
Michigan
$835K -$350K -3,827 -30%
VFG
920
V2 Financial group
Illinois
$833K -$49K -536 -6%
IAN
921
Integrated Advisors Network
Texas
$832K +$10.1K +110 +1%
FRM
922
Fox Run Management
Connecticut
$831K +$831K +9,088 New
PG
923
Proffitt & Goodson
Tennessee
$830K +$9.05K +99 +1%
KFGK
924
Keystone Financial Group (Kentucky)
Kentucky
$829K +$3.47K +38 +0.4%
MAS
925
Meeder Advisory Services
Ohio
$825K +$47.3K +517 +6%