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 %
LCM
1201
Logan Capital Management
Pennsylvania
$421K
PBC
1202
Pavion Blue Capital
California
$420K -$105K -1,256 -20%
BW
1203
Bison Wealth
Georgia
$420K +$194K +2,316 +86%
KOC
1204
Koss-Olinger Consulting
Florida
$420K +$4.01K +48 +1%
FWM
1205
FFT Wealth Management
Pennsylvania
$419K +$60.4K +722 +17%
AWE
1206
Avidian Wealth Enterprises
Texas
$418K +$61.5K +735 +17%
AFG
1207
Albion Financial Group
Utah
$417K -$1.31M -15,660 -76%
IAMOG
1208
Investors Asset Management of Georgia
Georgia
$417K +$48K +574 +13%
CI
1209
Conning Inc
Connecticut
$417K -$54.1K -646 -11%
RW
1210
Rede Wealth
Virginia
$416K -$2.34K -28 -0.6%
TFA
1211
Trinity Financial Advisors
Ohio
$416K -$124K -1,480 -23%
SBIA
1212
Sheaff Brock Investment Advisors
Indiana
$414K -$5.27K -63 -1%
PIA
1213
Perennial Investment Advisors
California
$413K +$1K +12 +0.2%
CA
1214
Cornerstone Advisory
Maryland
$413K -$88.2K -1,054 -18%
RGC
1215
Roberts, Glore & Co
Illinois
$411K +$8.45K +101 +2%
RC
1216
Rovin Capital
Arizona
$410K +$13K +155 +3%
CA
1217
CapWealth Advisors
Tennessee
$409K -$753 -9 -0.2%
CC
1218
Chicago Capital
Illinois
$409K -$200K -2,392 -33%
NAG
1219
Northstar Advisory Group
New Jersey
$409K +$104K +1,238 +34%
PP
1220
PDS Planning
Ohio
$408K +$68.8K +822 +20%
RG
1221
Rathbones Group
United Kingdom
$408K -$46.6K -557 -10%
CSI
1222
Cross Staff Investments
New York
$408K +$167 +2 +0%
MIM
1223
MTM Investment Management
South Carolina
$406K +$335 +4 +0.1%
THWM
1224
Taylor Hoffman Wealth Management
Virginia
$406K +$105K +1,250 +35%
LWP
1225
Lumature Wealth Partners
Georgia
$405K +$110K +1,314 +37%