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 %
BW
1276
Bison Wealth
Georgia
$380K -$1.86K -21 -0.5%
MCM
1277
MV Capital Management
Maryland
$380K +$16.6K +187 +5%
Members Trust
1278
Members Trust
Florida
$379K -$4.52K -51 -1%
OC
1279
Oakworth Capital
Alabama
$379K -$24.5K -276 -6%
WAS
1280
Winch Advisory Services
Wisconsin
$378K +$5.14K +58 +1%
JEST
1281
JTC Employer Solutions Trustee
Jersey
$378K -$32.1K -367 -8%
9WM
1282
9258 Wealth Management
Ohio
$377K -$2.84K -32 -0.7%
FGA
1283
Fortis Group Advisors
New Jersey
$376K +$344K +3,883 +1,082%
DLA
1284
Douglas Lane & Associates
New York
$376K -$9.67K -109 -3%
WFS
1285
Widmann Financial Services
Maryland
$374K -$3.19K -36 -0.8%
OPTFSNA
1286
Old Point Trust & Financial Services N A
Virginia
$371K -$5.32K -60 -1%
CA
1287
Cresta Advisors
Texas
$371K
MC
1288
Mathes Company
New York
$371K -$10.1K -114 -3%
IF
1289
Insight Folios
North Carolina
$371K -$12.2K -138 -3%
ATC
1290
Adirondack Trust Company
New York
$368K -$2.93K -33 -0.8%
TL
1291
Tradewinds LLC
North Carolina
$367K +$367K +4,020 New
OA
1292
Oxbow Advisors
Texas
$367K +$33.7K +380 +10%
WA
1293
WP Advisors
California
$366K +$78.6K +886 +27%
AG
1294
Ascent Group
Virginia
$366K -$82.7K -933 -18%
WPA
1295
Winning Points Advisors
Florida
$365K
NFG
1296
Nations Financial Group
Iowa
$365K -$25.2K -284 -6%
NG
1297
Norden Group
Utah
$363K -$105K -1,181 -22%
NERM
1298
New England Research & Management
Illinois
$363K
YCG
1299
Yeomans Consulting Group
Georgia
$363K
BFA
1300
Bill Few Associates
Pennsylvania
$362K +$4.35K +49 +1%