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 %
ERWM
1351
Elk River Wealth Management
Colorado
$328K
TFO
1352
Tarbox Family Office
California
$327K +$621 +7 +0.2%
JIC
1353
Joel Isaacson & Co
New York
$327K -$4.08K -46 -1%
PFGIA
1354
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$32.5K +367 +11%
CPSAC
1355
Chas P. Smith & Associates (CPS)
Florida
$326K +$326K +3,673 New
WTFG
1356
Wells Trecaso Financial Group
Ohio
$325K +$2.66K +30 +0.8%
ODG
1357
O'Dell Group
Ohio
$325K -$35.7K -403 -10%
CA
1358
Cornerstone Advisory
Maryland
$325K -$92.3K -1,041 -22%
GA
1359
Gateway Advisory
New Jersey
$324K +$13.3K +150 +4%
GWA
1360
Gibson Wealth Advisors
Texas
$324K +$324K +3,648 New
MWM
1361
Modern Wealth Management
Kansas
$323K +$31.7K +358 +11%
RCM
1362
Raleigh Capital Management
North Carolina
$323K +$147K +1,657 +84%
JMFC
1363
J.M. Forbes & Co
Massachusetts
$322K +$5.68K +64 +2%
TSW
1364
Thompson Siegel & Walmsley
Virginia
$322K
BPWM
1365
Badgley Phelps Wealth Managers
Washington
$322K -$44.7K -504 -12%
USB
1366
Union Savings Bank
Connecticut
$321K
OC
1367
Opinicus Capital
Florida
$321K -$18.8K -212 -6%
MKC
1368
M. Kraus & Co
Vermont
$321K -$132K -1,489 -29%
DAS
1369
Dynamic Advisor Solutions
Arizona
$321K +$15.7K +177 +5%
SFP
1370
Sterling Financial Planning
New Jersey
$321K +$321K +3,614 New
KFI
1371
Key Financial Inc
Pennsylvania
$320K +$4.35K +49 +1%
HIA
1372
Harbor Investment Advisory
Maryland
$317K -$21.2K -239 -6%
FAG
1373
Financial Advisory Group
Texas
$317K +$1.06K +12 +0.3%
MKA
1374
M. Kulyk & Associates
Georgia
$316K
EA
1375
Emerald Advisors
Washington
$316K -$42K -474 -12%