We are live on ! Find out more

1,833 hedge funds and large institutions have $33.5B invested in 3M in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 655 increasing their positions, 782 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% less ownership

Funds ownership: 79.22%77.34% (-1.9%)

2% less funds holding

Funds holding: 1,8781,833 (-45)

6% less capital invested

Capital invested by funds: $35.8B → $33.5B (-$2.32B)

13% less call options, than puts

Call options by funds: $840M | Put options by funds: $970M

15% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 157

16% less repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 782

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
1,833
Holders Change
-45
Holders Change %
-2.4%
% of All Funds
29.09%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
134
Increased
655
Reduced
782
Closed
157
Calls
$840M
Puts
$970M
Net Calls
-$130M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1276
Sargent Investment Group
Maryland
$352K +$36.6K +426 +10%
WFS
1277
Widmann Financial Services
Maryland
$351K +$13.8K +161 +4%
CFO
1278
CVA Family Office
Colorado
$351K +$5.5K +64 +1%
SW
1279
Simplicity Wealth
New Jersey
$351K +$14.6K +170 +4%
LC
1280
LCNB Corp
Ohio
$350K -$21.5K -250 -5%
QCG
1281
Quadrant Capital Group
Ohio
$350K -$28K -326 -7%
CPIA
1282
Cornell Pochily Investment Advisors
New York
$349K -$155K -1,810 -29%
RA
1283
RFG Advisory
Alabama
$348K -$12.7K -148 -3%
BFAG
1284
Blackston Financial Advisory Group
Florida
$348K +$20K +233 +6%
TA
1285
Tiedemann Advisors
New York
$346K -$12.8K -149 -3%
WKSWA
1286
White Knight Strategic Wealth Advisors
New Jersey
$346K +$1.54K +18 +0.4%
NFG
1287
Nations Financial Group
Iowa
$344K -$17.1K -199 -4%
HWP
1288
Highline Wealth Partners
California
$344K
AFT
1289
Alpha Family Trust
California
$343K +$376K +4,377 New
MCM
1290
MV Capital Management
Maryland
$342K +$10.7K +125 +3%
RCAG
1291
Rehmann Capital Advisory Group
Michigan
$341K +$8.41K +98 +2%
GAG
1292
GM Advisory Group
New York
$340K +$121K +1,411 +48%
SIAP
1293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$338K -$15.4K -179 -4%
PB
1294
Pinnacle Bancorp
Nebraska
$338K
MC
1295
Mathes Company
New York
$337K +$369K +4,300 New
AIM
1296
Aspen Investment Management
Michigan
$337K +$370K +4,307 New
QP
1297
Quilter Plc
United Kingdom
$336K
PFGIA
1298
Patriot Financial Group Insurance Agency
Massachusetts
$335K +$162K +1,886 +79%
MMA
1299
Miracle Mile Advisors
California
$334K -$67.2K -783 -15%
OWA
1300
One Wealth Advisors
California
$334K +$144K +1,678 +65%

MMM Hedge Fund Activity: Q3 2023 in Review

1,833 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q3 2023, worth a combined $33.5B — down 6.5% from $35.8B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of MMM and 134 opened new positions — a net loss of 23 holders — while 782 trimmed existing stakes and 655 added.

The largest buyer was Bank of America, adding an estimated $372M. The largest seller was EP Wealth Advisors, cutting an estimated $666M.

  • 1,833 institutional investors held 3M (MMM) as of Q3 2023, down from 1,878 in Q2 2023.
  • Funds reported $33.5B of 3M stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 134 funds opened new 3M positions in Q3 2023 and 157 closed out, a net change of -23 holders.
  • The largest 3M buyer in Q3 2023 was Bank of America, an estimated $372M added.
  • The largest 3M seller in Q3 2023 was EP Wealth Advisors, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2023.