1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
926
Modera Wealth Management
New Jersey
$850K -$99.5K -1,132 -10%
NHT
927
New Hampshire Trust
New Hampshire
$850K +$5.45K +62 +0.6%
LTAS
928
Linden Thomas Advisory Services
North Carolina
$849K +$139K +1,587 +20%
AFM
929
Abbot Financial Management
Massachusetts
$848K -$25.4K -289 -3%
NERM
930
New England Research & Management
Illinois
$847K -$10.5K -120 -1%
JWM
931
JGP Wealth Management
Oregon
$847K +$476K +5,414 +128%
SCM
932
Stonebridge Capital Management
California
$846K -$21K -239 -2%
BEC
933
Blue Edge Capital
Virginia
$841K
PCIA
934
Prime Capital Investment Advisors
Kansas
$838K -$1.3M -14,811 -61%
CAI
935
Capital Advisors Inc
Oklahoma
$835K -$10.8K -123 -1%
GF
936
Gries Financial
Ohio
$833K -$29.7K -338 -3%
BIA
937
Bigelow Investment Advisors
Maine
$832K -$106K -1,206 -11%
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$830K -$355K -4,038 -30%
XF
939
XML Financial
Maryland
$829K +$64K +728 +8%
PWA
940
Providence Wealth Advisors
Illinois
$828K +$10.7K +122 +1%
SL
941
Sentinus LLC
Illinois
$828K +$828K +9,420 New
FLPIM
942
F.L. Putnam Investment Management
Massachusetts
$826K -$691K -7,864 -46%
LFAS
943
Level Four Advisory Services
Texas
$812K -$1.58K -18 -0.2%
BWP
944
Baldwin Wealth Partners
Massachusetts
$808K
MGWM
945
Marks Group Wealth Management
Minnesota
$808K +$53K +603 +7%
GWAM
946
Guardian Wealth Advisors (Minnesota)
Minnesota
$805K +$1.41K +16 +0.2%
IC
947
IEQ Capital
California
$804K -$1.14M -13,002 -59%
HI
948
Hudock Inc
Pennsylvania
$802K -$128K -1,459 -14%
RWM
949
Ritholtz Wealth Management
New York
$802K -$2.44M -27,743 -75%
MGIA
950
Moneta Group Investment Advisors
Missouri
$801K +$39.7K +452 +5%