2,072 hedge funds and large institutions have $45.2B invested in 3M in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 643 increasing their positions, 931 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,072
Holders Change
+60
Holders Change %
+2.98%
% of All Funds
33.43%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
231
Increased
643
Reduced
931
Closed
131
Calls
$1.08B
Puts
$1.01B
Net Calls
+$67.2M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
1051
Harbor Investment Advisory
Maryland
$784K -$33K -329 -4%
FA
1052
Fagan Associates
New York
$784K +$305K +3,044 +64%
BIA
1053
Beacon Investment Advisors
Maryland
$781K +$781K +7,785 New
PFA
1054
Pathway Financial Advisers
Indiana
$781K +$781K +7,785 New
AWM
1055
Accurate Wealth Management
Florida
$780K +$380K +3,549 +95%
ACA
1056
Atlas Capital Advisors
Wyoming
$779K
PWA
1057
Physician Wealth Advisors
Utah
$779K +$1.15K +12 +0.1%
AWC
1058
Adamsbrown Wealth Consultants
Kansas
$777K -$20K -199 -3%
CB
1059
CNB Bank
Pennsylvania
$773K +$2.11K +21 +0.3%
TFS
1060
TrustCore Financial Services
Tennessee
$771K -$10.3K -103 -1%
GWM
1061
Guardian Wealth Management
Illinois
$771K -$24.6K -245 -3%
PCMF
1062
Private Capital Management (Florida)
Florida
$770K +$240K +2,392 +45%
MFG
1063
MidWestOne Financial Group
Iowa
$770K -$313K -3,120 -29%
WOC
1064
West Oak Capital
California
$767K -$465K -4,641 -38%
SAG
1065
SageView Advisory Group
California
$766K +$766K +7,640 New
LIM
1066
Longfellow Investment Management
Massachusetts
$764K
AWM
1067
Aries Wealth Management
Maine
$759K +$20.4K +203 +3%
AAM
1068
Ascension Asset Management
New York
$758K
WB
1069
Webster Bank
Connecticut
$758K -$126K -1,260 -14%
PAS
1070
Park Avenue Securities
New York
$758K -$13.6K -136 -2%
MAM
1071
Marquette Asset Management
Minnesota
$755K +$460K +4,590 +156%
HHGA
1072
Halbert Hargrove Global Advisors
California
$754K +$16.5K +165 +2%
BIAS
1073
Beacon Investment Advisory Services
New Jersey
$753K -$128K -1,280 -15%
HI
1074
Humankind Investments
New York
$751K +$95.8K +955 +15%
DLA
1075
Douglas Lane & Associates
New York
$751K -$36.6K -365 -5%