1,965 hedge funds and large institutions have $40.1B invested in 3M in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 569 increasing their positions, 893 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,965
Holders Change
+144
Holders Change %
+7.91%
% of All Funds
28.8%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.34%
New
282
Increased
569
Reduced
893
Closed
114
Calls
$1.01B
Puts
$826M
Net Calls
+$181M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
1126
Readystate Asset Management
Illinois
$547K
MC
1127
Maverick Capital
Texas
$546K -$29.2K -319 -5%
CW
1128
CreativeOne Wealth
Kansas
$544K +$167K +1,826 +44%
SWM
1129
Sendero Wealth Management
Texas
$544K -$65.6K -718 -11%
FG
1130
Fiduciary Group
Georgia
$542K -$59.1K -647 -10%
KOC
1131
Koss-Olinger Consulting
Florida
$542K +$542K +5,933 New
RRA
1132
Round Rock Advisors
Connecticut
$541K -$116K -1,268 -18%
MSFS
1133
Main Street Financial Solutions
Pennsylvania
$541K +$44.5K +487 +9%
FAM
1134
Formidable Asset Management
Ohio
$540K -$37.3K -408 -6%
PGA
1135
Portland Global Advisors
Maine
$539K -$18.6K -204 -3%
CST
1136
Charles Schwab Trust
Nevada
$538K -$423K -4,623 -44%
TBNY
1137
Trustco Bank (New York)
New York
$538K +$24.8K +271 +5%
PL
1138
Plancorp LLC
Missouri
$537K +$15.4K +169 +3%
TAM
1139
Trillium Asset Management
Massachusetts
$534K
LCGC
1140
Legacy Capital Group California
California
$533K +$20.3K +222 +4%
SA
1141
SRH Advisors
Kansas
$530K +$39.4K +431 +8%
AIM
1142
Aspen Investment Management
Michigan
$529K +$135K +1,483 +34%
PS
1143
Principal Securities
Iowa
$527K +$527K +5,765 New
SWA
1144
Stratos Wealth Advisors
Ohio
$525K +$19.9K +218 +4%
AIM
1145
Allen Investment Management
New York
$525K -$138K -1,513 -21%
CWA
1146
Clarity Wealth Advisors
California
$524K -$1.5M -16,391 -74%
MA
1147
MCF Advisors
Kentucky
$523K +$31.4K +344 +6%
RPCONE
1148
Retirement Planning Company of New England
Rhode Island
$521K +$521K +5,697 New
PFBT
1149
Parkside Financial Bank & Trust
Missouri
$520K +$81.6K +893 +19%
MWA
1150
Midland Wealth Advisors
Illinois
$519K +$519K +5,676 New