2,067 hedge funds and large institutions have $48.9B invested in 3M in 2024 Q3 according to their latest regulatory filings, with 273 funds opening new positions, 612 increasing their positions, 863 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,067
Holders Change
+143
Holders Change %
+7.43%
% of All Funds
29.9%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
273
Increased
612
Reduced
863
Closed
105
Calls
$1.8B
Puts
$1.28B
Net Calls
+$525M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
926
MGO One Seven
Ohio
$1.05M +$82.8K +606 +9%
BFA
927
Beacon Financial Advisory
Ohio
$1.05M -$29.5K -216 -3%
IHL
928
Investment House LLC
California
$1.05M -$3.42K -25 -0.3%
RWM
929
Ritholtz Wealth Management
New York
$1.04M +$378K +2,768 +57%
MFIM
930
Mesirow Financial Investment Management
Illinois
$1.04M -$37.7K -276 -4%
GM
931
GeoWealth Management
Illinois
$1.03M +$768K +5,616 +289%
IBOK
932
Independence Bank of Kentucky
Kentucky
$1.03M +$241K +1,766 +31%
BC
933
Belmont Capital
California
$1.03M -$354K -2,586 -26%
XF
934
XML Financial
Maryland
$1.03M -$14.2K -104 -1%
CCM
935
Cullen Capital Management
New York
$1.02M -$66M -482,907 -98%
CAI
936
Capital Advisors Inc
Oklahoma
$1.02M +$5.2K +38 +0.5%
CFFP
937
Center for Financial Planning
Michigan
$1.02M -$96.9K -709 -9%
SG
938
StoneX Group
New York
$1.02M -$79.4K -581 -7%
GCA
939
Genesee Capital Advisors
New York
$1.01M -$68.4K -500 -6%
ECM
940
Elgethun Capital Management
South Dakota
$1.01M +$3.14K +23 +0.3%
TW
941
TritonPoint Wealth
Maryland
$1.01M +$7.14K +52 +0.7%
TFM
942
TFC Financial Management
Massachusetts
$1M -$3.83K -28 -0.4%
IP
943
Ignite Planners
California
$1M -$103K -753 -9%
WTB
944
Washington Trust Bank
Washington
$997K +$5.2K +38 +0.5%
LIA
945
Luken Investment Analytics
Tennessee
$990K
FTWA
946
Fifth Third Wealth Advisors
Ohio
$989K +$197K +1,443 +25%
B
947
Bailard
California
$989K +$48.7K +356 +5%
MA
948
Montag & Associates
Georgia
$984K -$33.1K -242 -3%
EWA
949
Exencial Wealth Advisors
Oklahoma
$978K +$5.19K +38 +0.5%
BAM
950
Brave Asset Management
New Jersey
$978K -$304K -2,227 -24%