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 %
RC
1076
Roundview Capital
New Jersey
$567K -$116K -1,135 -17%
NPFS
1077
Novak & Powell Financial Services
Florida
$565K -$108K -1,061 -16%
I
1078
InceptionR
California
$563K +$563K +5,510 New
PBK
1079
Peoples Bank (Kansas)
Kansas
$562K -$145K -1,419 -21%
SCM
1080
Stonebridge Capital Management
California
$562K -$110K -1,078 -16%
PPW
1081
Parcion Private Wealth
Washington
$559K -$117K -1,142 -17%
PMFA
1082
Plante Moran Financial Advisors
Michigan
$559K -$133K -1,304 -19%
CWM
1083
Cahaba Wealth Management
Georgia
$557K -$107K -1,052 -16%
CAC
1084
Core Alternative Capital
Georgia
$553K -$108K -1,061 -16%
IAMOG
1085
Investors Asset Management of Georgia
Georgia
$553K +$553K +5,410 New
DSC
1086
Duncker Streett & Co
Missouri
$552K -$121K -1,186 -18%
MWM
1087
Maltin Wealth Management
New Jersey
$552K +$552K +5,404 New
SFSG
1088
Sound Financial Strategies Group
Mississippi
$552K +$552K +5,402 New
BFA
1089
Brendel Financial Advisors
New Hampshire
$552K -$108K -1,059 -16%
KB
1090
Kimelman & Baird
New York
$552K +$552K +5,400 New
PAS
1091
Park Avenue Securities
New York
$551K +$26K +254 +5%
HA
1092
Herold Advisors
New York
$550K -$94K -920 -15%
DWM
1093
Diversify Wealth Management
Utah
$548K +$548K +4,401 New
IEFM
1094
IQ EQ Fund Management
Ireland
$548K -$52.7K -516 -9%
KCM
1095
Kathmere Capital Management
Pennsylvania
$546K -$180K -1,765 -25%
RFG
1096
Range Financial Group
Oregon
$545K -$374K -3,664 -41%
FWTB
1097
First Western Trust Bank
Colorado
$545K -$112K -1,094 -17%
ZIG
1098
Zullo Investment Group
Pennsylvania
$545K -$17.1K -167 -3%
PP
1099
Pacifica Partners
Canada
$543K -$148K -1,459 -21%
PSB
1100
Passumpsic Savings Bank
Vermont
$541K -$62K -607 -10%