1,865 hedge funds and large institutions have $35.8B invested in 3M in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 650 increasing their positions, 849 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,865
Holders Change
-75
Holders Change %
-3.87%
% of All Funds
29.41%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
112
Increased
650
Reduced
849
Closed
174
Calls
$924M
Puts
$1.18B
Net Calls
-$252M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
KCFA
926
Key Client Fiduciary Advisors
New Jersey
$768K +$768K +9,172 New
O
927
Ossiam
France
$766K -$8.5M -101,589 -92%
OFG
928
OmniStar Financial Group
North Carolina
$764K +$82.9K +990 +12%
PFS
929
Prospera Financial Services
Texas
$764K -$403K -4,815 -35%
GWAM
930
Guardian Wealth Advisors (Minnesota)
Minnesota
$764K -$2.85K -34 -0.4%
SP
931
Symmetry Partners
Connecticut
$763K
CIM
932
CIM Investment Management
Pennsylvania
$763K +$1.93K +23 +0.3%
ECM
933
Elgethun Capital Management
South Dakota
$761K +$8.45K +101 +1%
BHIA
934
Birch Hill Investment Advisors
Massachusetts
$761K -$250K -2,990 -25%
BLC
935
Brown, Lisle/Cummings
Rhode Island
$758K +$164K +1,958 +28%
AFM
936
Abbot Financial Management
Massachusetts
$758K -$49.9K -596 -6%
RC
937
Roundview Capital
New Jersey
$754K -$5.02K -60 -0.7%
CANY
938
Caxton Associates (New York)
New York
$753K -$817K -9,767 -52%
SVWAG
939
Sound View Wealth Advisors Group
Georgia
$751K -$163K -1,951 -18%
HWM
940
HighMark Wealth Management
Minnesota
$751K +$30.5K +365 +4%
AWAG
941
ARS Wealth Advisors Group
Florida
$751K -$2.51M -30,048 -77%
MGWM
942
Marks Group Wealth Management
Minnesota
$749K -$19.9K -238 -3%
GWM
943
Guardian Wealth Management
Illinois
$747K +$34.5K +412 +5%
EWA
944
Etesian Wealth Advisors
Oregon
$747K +$22.6K +270 +3%
FLPIM
945
F.L. Putnam Investment Management
Massachusetts
$746K -$40.7K -486 -5%
AL
946
Aspiriant LLC
California
$745K +$8.7K +104 +1%
JWCA
947
J.W. Cole Advisors
Florida
$744K +$94.2K +1,126 +15%
SA
948
Strategic Advisors
New York
$742K +$80.1K +957 +12%
BWP
949
Baldwin Wealth Partners
Massachusetts
$741K -$28.5K -340 -4%
FIM
950
Fruth Investment Management
Texas
$741K -$11K -132 -1%