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 %
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$530K +$25.4K +286 +5%
CC
1127
Chicago Capital
Illinois
$527K +$31.8K +359 +6%
PSB
1128
Passumpsic Savings Bank
Vermont
$523K +$523K +5,902 New
AWC
1129
Adamsbrown Wealth Consultants
Kansas
$523K -$30.5K -344 -6%
PGA
1130
Portland Global Advisors
Maine
$523K
IEFM
1131
IQ EQ Fund Management
Ireland
$521K +$249K +2,805 +91%
AF
1132
Arrow Financial
New York
$520K +$118K +1,328 +29%
CIC
1133
Carnegie Investment Counsel
Ohio
$520K -$568K -6,403 -52%
AWE
1134
Avidian Wealth Enterprises
Texas
$519K -$34.1K -385 -6%
LCGC
1135
Legacy Capital Group California
California
$518K +$1.06K +12 +0.2%
TAM
1136
Trillium Asset Management
Massachusetts
$518K
CCWM
1137
Cassaday & Co Wealth Management
Virginia
$518K -$22.6K -255 -4%
FZCM
1138
Flynn Zito Capital Management
New York
$518K +$298K +3,355 +135%
WG
1139
Wealth Group
North Carolina
$517K +$517K +5,834 New
PL
1140
Plancorp LLC
Missouri
$517K -$3.81K -43 -0.7%
GL
1141
Graypoint LLC
New York
$516K -$23.4K -264 -4%
SA
1142
SRH Advisors
Kansas
$515K +$1.42K +16 +0.3%
YIA
1143
YHB Investment Advisors
Connecticut
$513K -$47.3K -533 -8%
BOH
1144
Bank of Hawaii
Hawaii
$512K -$39.2K -442 -7%
IW
1145
Imprint Wealth
South Carolina
$510K -$124K -1,571 -19%
HTIM
1146
Harbour Trust & Investment Management
Indiana
$509K -$122K -1,373 -19%
AIA
1147
AIMZ Investment Advisors
California
$509K -$31.8K -359 -6%
JWM
1148
Jeppson Wealth Management
California
$508K -$59.9K -675 -11%
SWM
1149
Sendero Wealth Management
Texas
$500K -$27.5K -310 -5%
MBT
1150
Montecito Bank & Trust
California
$498K -$59.2K -668 -11%