1,821 hedge funds and large institutions have $33.4B invested in 3M in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 648 increasing their positions, 780 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-44
Holders Change %
-2.36%
% of All Funds
29.03%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
134
Increased
648
Reduced
780
Closed
156
Calls
$840M
Puts
$970M
Net Calls
-$130M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
1301
GHP Investment Advisors
Colorado
$329K -$44K -594 -12%
MME
1302
Meag Munich Ergo
Germany
$328K +$141K +1,802 +75%
Members Trust
1303
Members Trust
Florida
$328K +$328K +4,206 New
GSEP
1304
Golden State Equity Partners
California
$327K +$38.3K +489 +13%
IF
1305
Insight Folios
North Carolina
$327K -$14K -179 -4%
MMG
1306
Monetary Management Group
Missouri
$325K -$35.1K -449 -10%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$325K -$1.96K -25 -0.6%
JCM
1308
J2 Capital Management
Michigan
$324K -$6.73K -86 -2%
LOIP
1309
Live Oak Investment Partners
Texas
$324K -$343K
BPWM
1310
Badgley Phelps Wealth Managers
Washington
$323K -$167K -2,137 -34%
AWA
1311
Aaron Wealth Advisors
Illinois
$323K +$37.5K +479 +13%
CW
1312
CreativeOne Wealth
Kansas
$323K -$215K -2,747 -40%
PMG
1313
ProVise Management Group
Florida
$321K +$75.1K +959 +31%
NERM
1314
New England Research & Management
Illinois
$320K
CGL
1315
Clarius Group LLC
Washington
$320K +$119K +1,521 +59%
CSPAM
1316
Cary Street Partners Asset Management
Virginia
$319K -$26.2K -335 -8%
FIA
1317
Foundations Investment Advisors
Arizona
$319K +$7.12K +91 +2%
SFO
1318
Stokes Family Office
Louisiana
$319K +$119K +1,520 +60%
HWMG
1319
Hurlow Wealth Management Group
Indiana
$318K -$2.43K -31 -0.8%
RC
1320
RBO & Co
California
$318K
HKAM
1321
Horizon Kinetics Asset Management
New York
$317K +$4.7K +60 +2%
RCM
1322
RB Capital Management
Nevada
$316K +$33.6K +429 +12%
CA
1323
Crewe Advisors
Utah
$316K +$3.76K +48 +1%
LBC
1324
Lawrence B. Cohen
$316K +$316K +4,034 New
ANTB
1325
AMG National Trust Bank
Colorado
$315K