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 %
HI
1151
Horizon Investments
North Carolina
$474K +$56.5K +675 +14%
RWP
1152
RWA Wealth Partners
Massachusetts
$473K +$269K +3,213 +132%
H
1153
HoyleCohen
California
$473K -$260K -3,110 -35%
ATC
1154
Adirondack Trust Company
New York
$472K -$30.1K -323 -6%
SA
1155
SRH Advisors
Kansas
$470K
LWCFA
1156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$468K -$322K -3,843 -41%
AAS
1157
Ameritas Advisory Services
Nebraska
$468K -$540K -6,638 -54%
MKC
1158
M. Kraus & Co
Vermont
$467K -$42.3K -505 -8%
PWG
1159
Portside Wealth Group
Utah
$464K +$464K +5,542 New
KIG
1160
Kennedy Investment Group
New Jersey
$462K -$7.28K -87 -2%
OPTFSNA
1161
Old Point Trust & Financial Services N A
Virginia
$462K -$27.9K -333 -6%
PL
1162
Plancorp LLC
Missouri
$462K -$2.93K -35 -0.6%
MCCP
1163
Mission Creek Capital Partners
California
$460K -$90.9K -1,086 -17%
ERIC
1164
Eagle Rock Investment Company
Georgia
$459K -$1.07M -12,606 -70%
CWP
1165
Concord Wealth Partners
Virginia
$457K +$118K +1,405 +35%
TBNY
1166
Trustco Bank (New York)
New York
$457K -$50K -598 -10%
PWM
1167
Paulson Wealth Management
Illinois
$455K +$106K +1,269 +30%
TPWM
1168
Twelve Points Wealth Management
Massachusetts
$454K +$91.4K +1,092 +25%
SCM
1169
Stevens Capital Management
Pennsylvania
$454K +$454K +5,421 New
DI
1170
DFPG Investments
Utah
$454K -$288K -3,332 -39%
CB
1171
Cadence Bank
Mississippi
$454K +$94.9K +1,134 +26%
TCWM
1172
Total Clarity Wealth Management
Illinois
$454K -$383K -4,573 -46%
VCM
1173
Viewpoint Capital Management
Washington
$452K -$80.1K -957 -15%
MAM
1174
Mystic Asset Management
Rhode Island
$449K +$5.78K +69 +1%
NFSG
1175
Newbridge Financial Services Group
Florida
$448K +$54.8K +655 +14%