1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
RRA
1076
Round Rock Advisors
Connecticut
$619K
IGWM
1077
ICA Group Wealth Management
Colorado
$616K +$30.6K +348 +5%
HIC
1078
Holderness Investments Company
North Carolina
$616K -$12K -137 -2%
ESB
1079
Essex Savings Bank
Connecticut
$614K -$8K -91 -1%
PIM
1080
Progressive Investment Management
Oregon
$611K
AFG
1081
ABLE Financial Group
Arizona
$609K +$609K +6,932 New
MC
1082
Martin & Co
Tennessee
$606K -$10.5K -120 -2%
ACS
1083
Archford Capital Strategies
Illinois
$604K +$20K +234 +3%
CF
1084
Centaurus Financial
California
$604K +$38K +433 +7%
WQ
1085
Wealth Quarterback
New Jersey
$604K +$43.4K +494 +8%
HFAS
1086
Hummer Financial Advisory Services
Illinois
$603K +$5.27K +60 +0.9%
IWA
1087
IVC Wealth Advisors
Pennsylvania
$602K +$22.6K +257 +4%
Jones Financial Companies
1088
Jones Financial Companies
Missouri
$599K -$27.6K -314 -4%
MWM
1089
Massachusetts Wealth Management
Massachusetts
$599K -$10.5K -119 -2%
WI
1090
Wedgewood Investors
Pennsylvania
$597K +$36.7K +418 +7%
MOS
1091
MGO One Seven
Ohio
$594K -$334K -3,797 -36%
SW
1092
SlateStone Wealth
Florida
$594K +$209K +2,381 +54%
GRP
1093
Global Retirement Partners
California
$593K +$324K +3,769 +121%
FM
1094
Foster & Motley
Ohio
$591K +$351 +4 +0.1%
CCG
1095
Coastwise Capital Group
California
$591K +$229K +2,607 +63%
WF
1096
Wayfinding Financial
Washington
$590K +$38.6K +440 +7%
WWM
1097
Western Wealth Management
Colorado
$585K +$186K +2,120 +47%
UAS
1098
United Asset Strategies
New York
$584K +$44.2K +503 +8%
PFT
1099
Providence First Trust
Arizona
$583K
CHJWM
1100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$583K -$34.8K -413 -6%