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 %
ECM
1001
Elgethun Capital Management
South Dakota
$678K +$5.61K +75 +0.8%
TTWM
1002
TCV Trust & Wealth Management
Virginia
$677K
DPIM
1003
Duff & Phelps Investment Management
Illinois
$677K +$27.8K +314 +4%
CLOS
1004
Compagnie Lombard Odier SCmA
Switzerland
$675K
AWM
1005
Axxcess Wealth Management
California
$671K +$129K +1,451 +24%
Aristotle Capital Management
1006
Aristotle Capital Management
California
$670K
HL
1007
HeadInvest LLC
Maine
$667K -$191K -2,154 -22%
ICG
1008
InterOcean Capital Group
Tennessee
$665K +$88.4K +997 +15%
HI
1009
Horizon Investments
North Carolina
$665K +$3.41K +46 +0.5%
FB
1010
Fulton Bank
Pennsylvania
$664K -$114K -1,282 -15%
MGIA
1011
Moneta Group Investment Advisors
Missouri
$661K +$125K +1,686 +23%
PCA
1012
Peddock Capital Advisors
Massachusetts
$661K +$31.8K +359 +5%
GRP
1013
Global Retirement Partners
California
$661K -$4.88K -55 -0.7%
CWM
1014
Congress Wealth Management
Massachusetts
$660K -$250K -2,823 -27%
MCM
1015
Manchester Capital Management
Vermont
$658K +$124K +1,403 +23%
SWK
1016
Stephen W. Kidder
$658K -$37.2K -419 -5%
AAM
1017
Ascension Asset Management
New York
$656K +$656K +7,394 New
TBWA
1018
Three Bridge Wealth Advisors
California
$655K +$380K +4,288 +139%
BFA
1019
Bragg Financial Advisors
North Carolina
$653K -$78.5K -885 -11%
BWP
1020
Baldwin Wealth Partners
Massachusetts
$653K -$81.1K -914 -11%
FBT
1021
First Bankers Trust
Kentucky
$648K +$108K +1,217 +20%
NW
1022
NewEdge Wealth
Pennsylvania
$646K +$56.9K +703 +10%
WDC
1023
Woodward Diversified Capital
California
$645K +$30.3K +342 +5%
SLI
1024
Sumitomo Life Insurance
Japan
$645K -$36K -406 -5%
BHIA
1025
Birch Hill Investment Advisors
Massachusetts
$644K -$48.7K -549 -7%