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 %
SCM
1076
Stonebridge Capital Management
California
$583K
NPFS
1077
Novak & Powell Financial Services
Florida
$583K +$10.5K +119 +2%
AFA
1078
AA Financial Advisors
Ohio
$582K +$582K +6,562 New
GC
1079
Gilbert & Cook
Iowa
$581K +$114K +1,288 +24%
WWP
1080
WR Wealth Planners
Missouri
$577K -$9.31K -105 -2%
CWM
1081
Cahaba Wealth Management
Georgia
$577K -$8.25K -93 -1%
CAC
1082
Core Alternative Capital
Georgia
$574K -$26.3K -296 -4%
RSWM
1083
Robertson Stephens Wealth Management
California
$574K -$18K -203 -3%
OAM
1084
Oxford Asset Management
United Kingdom
$573K -$637K -7,184 -53%
BFA
1085
Brendel Financial Advisors
New Hampshire
$573K
FWTB
1086
First Western Trust Bank
Colorado
$570K -$58.4K -658 -9%
WDL
1087
Well Done LLC
Michigan
$569K -$87.6K -988 -13%
TCA
1088
Transcend Capital Advisors
New Jersey
$568K -$787K -8,873 -58%
WOC
1089
West Oak Capital
California
$568K -$72.1K -813 -11%
HAIM
1090
Hunter Associates Investment Management
Pennsylvania
$568K -$8.52K -96 -1%
AFG
1091
Atomi Financial Group
New York
$566K +$237K +2,674 +72%
GWM
1092
Geneos Wealth Management
Colorado
$562K +$11.1K +125 +2%
RPCONE
1093
Retirement Planning Company of New England
Rhode Island
$562K +$56.7K +639 +11%
PGIM
1094
Pacific Global Investment Management
California
$561K -$182K -2,050 -24%
TF
1095
Tompkins Financial
New York
$561K +$5.32K +60 +1%
PWAM
1096
Pinnacle West Asset Management
Wyoming
$561K -$3.2K -36 -0.6%
ACP
1097
Aviance Capital Partners
Florida
$561K +$98.1K +1,106 +21%
GLA
1098
Good Life Advisors
Pennsylvania
$560K -$168K -1,889 -23%
CCB
1099
Country Club Bank
Missouri
$559K -$87.6K -988 -14%
HA
1100
Herold Advisors
New York
$559K +$1.42K +16 +0.3%