1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.45%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
926
Baker Tilly Wealth Management
Wisconsin
$798K +$30.3K +342 +4%
PG
927
Proffitt & Goodson
Tennessee
$798K -$6.92K -78 -0.9%
RFG
928
Range Financial Group
Oregon
$798K +$110K +1,237 +16%
QL
929
Quarry LP
New York
$797K +$610K +6,878 +327%
NC
930
Nightview Capital
Texas
$795K -$355K -4,005 -31%
CCM
931
Cullen Capital Management
New York
$795K -$53.2K -600 -6%
MA
932
Montag & Associates
Georgia
$795K -$65.4K -737 -8%
KWA
933
Kingswood Wealth Advisors
California
$792K +$151K +1,706 +24%
CAI
934
Capital Advisors Inc
Oklahoma
$791K -$32.6K -368 -4%
UAS
935
United Asset Strategies
New York
$790K +$156K +1,764 +25%
CIM
936
CIM Investment Management
Pennsylvania
$789K
LFRG
937
Lazard Frères Gestion
France
$788K -$584K -6,586 -43%
MWM
938
Mission Wealth Management
California
$787K +$290K +3,267 +58%
PFS
939
Prospera Financial Services
Texas
$786K -$73.7K -830 -9%
MGWM
940
Marks Group Wealth Management
Minnesota
$783K -$5.59K -63 -0.7%
WTB
941
Washington Trust Bank
Washington
$776K +$27.8K +313 +4%
FFBTD
942
First Financial Bank - Trust Division
Ohio
$775K +$18.9K +213 +2%
AWC
943
Abundance Wealth Counselors
Pennsylvania
$775K +$83.5K +942 +12%
MMHP
944
Murphy Middleton Hinkle & Parker
Georgia
$774K -$5.32K -60 -0.7%
TFM
945
TFC Financial Management
Massachusetts
$773K -$709 -8 -0.1%
GWAM
946
Guardian Wealth Advisors (Minnesota)
Minnesota
$773K +$7.01K +79 +0.9%
EHC
947
Everett Harris & Co
California
$773K -$126K -1,423 -14%
DMBA
948
Deseret Mutual Benefit Administrators
Utah
$769K +$91.5K +1,032 +14%
LIA
949
Luken Investment Analytics
Tennessee
$768K
CSPIA
950
Cary Street Partners Investment Advisory
Virginia
$767K -$285K -3,210 -27%