1,865 hedge funds and large institutions have $35.8B invested in 3M in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 650 increasing their positions, 849 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,865
Holders Change
-75
Holders Change %
-3.87%
% of All Funds
29.41%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
112
Increased
650
Reduced
849
Closed
174
Calls
$924M
Puts
$1.18B
Net Calls
-$252M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1076
Pacifica Partners
Canada
$553K -$114K -1,381 -17%
MC
1077
Martin & Co
Tennessee
$551K -$25.2K -301 -4%
BMCM
1078
Burns Matteson Capital Management
New York
$551K +$551K +6,583 New
HVM
1079
Harvest Volatility Management
Connecticut
$551K +$21.3K +255 +4%
WA
1080
WBH Advisory
Maryland
$550K -$62.9K -752 -10%
WB
1081
Webster Bank
Connecticut
$550K -$67.5K -807 -11%
RSWM
1082
Robertson Stephens Wealth Management
California
$547K -$5.27K -63 -1%
FAM
1083
Formidable Asset Management
Ohio
$547K +$251 +3 +0%
WI
1084
Wedgewood Investors
Pennsylvania
$547K -$21.8K -260 -4%
PSCM
1085
Per Stirling Capital Management
Texas
$546K +$207K +2,478 +61%
CWM
1086
Cornerstone Wealth Management
Missouri
$539K +$3.52K +42 +0.7%
CCWM
1087
Cassaday & Co Wealth Management
Virginia
$539K +$25K +299 +5%
AWC
1088
Adamsbrown Wealth Consultants
Kansas
$536K +$20.3K +243 +4%
ISWM
1089
Independent Solutions Wealth Management
New York
$534K +$170K +2,026 +47%
HCP
1090
Hexagon Capital Partners
Arkansas
$533K +$106K +1,269 +25%
FM
1091
Foster & Motley
Ohio
$531K -$31.5K -377 -6%
TCBWMS
1092
Texas Capital Bank Wealth Management Services
Texas
$528K +$837 +10 +0.2%
AIA
1093
AIMZ Investment Advisors
California
$528K -$17.5K -209 -3%
SRC
1094
Shufro Rose & Co
New York
$527K -$1.32M -15,824 -72%
CPIA
1095
Cornell Pochily Investment Advisors
New York
$525K -$202K -2,416 -28%
WAAG
1096
Wealth Alliance Advisory Group
Kansas
$525K +$51.9K +620 +11%
BPWM
1097
Badgley Phelps Wealth Managers
Washington
$525K -$19K -227 -3%
WWM
1098
Western Wealth Management
Colorado
$524K -$32.8K -392 -6%
PG
1099
Proffitt & Goodson
Tennessee
$524K +$14.6K +175 +3%
DLA
1100
Douglas Lane & Associates
New York
$524K -$21.8K -260 -4%