2,067 hedge funds and large institutions have $48.9B invested in 3M in 2024 Q3 according to their latest regulatory filings, with 273 funds opening new positions, 612 increasing their positions, 863 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,067
Holders Change
+143
Holders Change %
+7.43%
% of All Funds
29.9%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
273
Increased
612
Reduced
863
Closed
105
Calls
$1.8B
Puts
$1.28B
Net Calls
+$525M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
1176
Summit Trail Advisors
New York
$584K +$135K +987 +30%
WA
1177
WESPAC Advisors
California
$583K +$12.4K +91 +2%
AFA
1178
AA Financial Advisors
Ohio
$580K -$226K -1,655 -28%
RA
1179
RFG Advisory
Alabama
$579K -$275K -2,014 -32%
CSC
1180
Caldwell Sutter Capital
California
$578K -$50.4K -369 -8%
JWM
1181
Jeppson Wealth Management
California
$578K -$71.8K -525 -11%
SC
1182
Sawyer & Company
Massachusetts
$577K
PIA
1183
Perennial Investment Advisors
California
$576K -$40.3K -295 -7%
CP
1184
CenterBook Partners
Connecticut
$576K +$576K +4,214 New
CL
1185
CSS LLC
Illinois
$574K -$273K -2,000 -32%
FIA
1186
Foundations Investment Advisors
Arizona
$573K +$99K +724 +21%
SRC
1187
Stone Run Capital
New York
$573K
IEFM
1188
IQ EQ Fund Management
Ireland
$571K -$162K -1,182 -22%
CFO
1189
CVA Family Office
Colorado
$571K +$10.8K +79 +2%
MPWT
1190
MassMutual Private Wealth & Trust
Connecticut
$571K -$9.02K -66 -2%
PCMC
1191
Planning Capital Management Corporation
Pennsylvania
$570K -$3.71M -27,137 -87%
SWA
1192
Stratos Wealth Advisors
Ohio
$569K -$23.4K -171 -4%
DS
1193
DRW Securities
Illinois
$569K +$569K +4,159 New
SC
1194
Savoie Capital
Illinois
$567K
PCG
1195
Prosperity Consulting Group
Maryland
$567K -$134K -978 -19%
FA
1196
Freestate Advisors
Kansas
$561K +$561K +4,104 New
LCM
1197
Logan Capital Management
Pennsylvania
$560K -$27.9K -204 -5%
CIA
1198
Compass Ion Advisors
Pennsylvania
$559K -$3.28K -24 -0.6%
ML
1199
McAdam LLC
Pennsylvania
$558K +$200K +1,460 +56%
OC
1200
Opinicus Capital
Florida
$558K +$43.5K +318 +8%