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 %
IA
1001
IFP Advisors
Florida
$705K -$459K -5,025 -39%
P
1002
Pitcairn
Pennsylvania
$704K -$123K -1,350 -15%
CB
1003
CNB Bank
Pennsylvania
$704K -$16.4K -179 -2%
WP
1004
WMS Partners
Maryland
$704K -$51.8K -567 -7%
TPWA
1005
TRUE Private Wealth Advisors
Oregon
$703K -$3.02M -33,091 -81%
WIA
1006
World Investment Advisors
California
$703K +$165K +1,804 +31%
SLI
1007
Sumitomo Life Insurance
Japan
$701K -$5.03K -55 -0.7%
NCM
1008
Neumann Capital Management
California
$699K
MYLI
1009
Meiji Yasuda Life Insurance
Japan
$699K +$112K +1,220 +19%
DMBA
1010
Deseret Mutual Benefit Administrators
Utah
$698K -$194K -2,125 -22%
TTWM
1011
TCV Trust & Wealth Management
Virginia
$697K -$32.3K -353 -4%
CLOS
1012
Compagnie Lombard Odier SCmA
Switzerland
$695K -$92.9K -1,016 -12%
PAS
1013
Park Avenue Securities
New York
$695K +$44K +481 +7%
HWA
1014
Heartwood Wealth Advisors
Virginia
$691K +$1.37K +15 +0.2%
Aristotle Capital Management
1015
Aristotle Capital Management
California
$690K -$104K -1,136 -13%
FCCM
1016
First City Capital Management
Georgia
$690K -$131K -1,430 -16%
BA
1017
Birinyi Associates
Connecticut
$689K +$689K +7,535 New
KCFA
1018
Key Client Fiduciary Advisors
New Jersey
$684K -$151K -1,655 -18%
B
1019
Bailard
California
$682K -$31.4K -344 -4%
RIA
1020
Realta Investment Advisors
Delaware
$682K -$66.9K -732 -9%
FAN
1021
Financial Advisors Network
California
$681K +$146K +1,592 +27%
PI
1022
PFG Investments
New York
$680K +$9.87K +108 +1%
WF
1023
Wayfinding Financial
Washington
$677K +$49.1K +537 +8%
WDL
1024
Well Done LLC
Michigan
$677K +$7.31K +80 +1%
GRP
1025
Global Retirement Partners
California
$675K +$38.2K +424 +6%