1,924 hedge funds and large institutions have $36.4B invested in 3M in 2024 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 216 increasing their positions, 1,508 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+30
Holders Change %
+1.58%
% of All Funds
27.98%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
200
Increased
216
Reduced
1,508
Closed
139
Calls
$876M
Puts
$555M
Net Calls
+$321M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
JSC
1026
Jackson Square Capital
California
$626K +$626K +6,123 New
BWP
1027
Baldwin Wealth Partners
Massachusetts
$625K -$127K -1,246 -17%
EAM
1028
Empirical Asset Management
Massachusetts
$624K +$624K +6,110 New
VDI
1029
Vaughan David Investments
Illinois
$622K -$641K -6,277 -51%
BHIA
1030
Birch Hill Investment Advisors
Massachusetts
$620K -$122K -1,189 -16%
LIM
1031
Leavell Investment Management
Alabama
$619K -$183K -1,785 -23%
HR
1032
Howe & Rusling
New York
$615K -$120K -1,174 -16%
SC
1033
SouthState Corp
Florida
$615K -$105K -1,031 -15%
RSWM
1034
Robertson Stephens Wealth Management
California
$615K -$46K -450 -7%
GAG
1035
GM Advisory Group
New York
$615K -$120K -1,179 -16%
VCP
1036
Verus Capital Partners
Arizona
$613K -$81.8K -800 -12%
RI
1037
Ridgewood Investments
New Jersey
$613K -$1.58M -15,506 -72%
WP
1038
WMS Partners
Maryland
$613K -$73.5K -719 -11%
TBWA
1039
Three Bridge Wealth Advisors
California
$612K -$143K -1,396 -19%
CWM
1040
Congress Wealth Management
Massachusetts
$609K -$152K -1,483 -20%
HKAM
1041
Horizon Kinetics Asset Management
New York
$608K -$119K -1,166 -16%
WAC
1042
William Allan Corp
Colorado
$607K -$122K -1,194 -17%
BFA
1043
Bragg Financial Advisors
North Carolina
$605K -$148K -1,445 -20%
LJAC
1044
L.J. Altfest & Co
New York
$604K -$278K -2,720 -32%
AFA
1045
AA Financial Advisors
Ohio
$603K -$67.8K -663 -10%
PI
1046
Pettee Investors
Connecticut
$603K -$118K -1,156 -16%
CCA
1047
Checchi Capital Advisers
California
$602K -$114K -1,118 -16%
PTC
1048
Petrus Trust Company
Texas
$602K +$104K +1,014 +21%
ESB
1049
Essex Savings Bank
Connecticut
$601K -$195K -1,907 -24%
UBV
1050
United Bank (Virginia)
Virginia
$600K -$118K -1,152 -16%