1,924 hedge funds and large institutions have $36.4B invested in 3M in 2024 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 216 increasing their positions, 1,508 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+30
Holders Change %
+1.58%
% of All Funds
27.98%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
200
Increased
216
Reduced
1,508
Closed
139
Calls
$876M
Puts
$555M
Net Calls
+$321M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
1401
Quadrant Private Wealth Management
Pennsylvania
$297K -$55.7K -545 -16%
CYG
1402
Clean Yield Group
Vermont
$296K -$58K -568 -16%
CWM
1403
Chesapeake Wealth Management
Virginia
$296K -$58K -568 -16%
CB
1404
Cadence Bank
Mississippi
$296K -$58K -568 -16%
NEWAS
1405
N.E.W. Advisory Services
Wisconsin
$296K -$63.8K -624 -18%
IFWM
1406
Institute for Wealth Management
Colorado
$296K -$22.3K -218 -7%
SWM
1407
Silverlake Wealth Management
Vermont
$295K -$56.3K -551 -16%
FSA
1408
Fort Sheridan Advisors
Illinois
$295K +$295K +2,884 New
HCM
1409
Hillman Capital Management
Maryland
$294K -$94.9K -929 -24%
WJWM
1410
Williams Jones Wealth Management
New York
$294K -$146K -1,425 -33%
MA
1411
MBA Advisors
Pennsylvania
$293K -$22.5K -220 -7%
RGC
1412
Roberts, Glore & Co
Illinois
$292K +$292K +2,860 New
WA
1413
WP Advisors
California
$292K -$130K -1,271 -31%
WI
1414
Wedgewood Investors
Pennsylvania
$292K +$292K +2,853 New
SHGA
1415
Sand Hill Global Advisors
California
$292K -$62.4K -611 -18%
CCM
1416
Coerente Capital Management
Ontario, Canada
$291K -$57.1K -559 -16%
CAGAS
1417
Capital Advisory Group Advisory Services
Minnesota
$291K -$400K -3,911 -58%
LSAG
1418
Lake Street Advisors Group
New Hampshire
$291K -$24.2K -237 -8%
FCM
1419
Firestone Capital Management
Florida
$291K -$57.3K -561 -16%
MA
1420
MONECO Advisors
Connecticut
$290K -$66.5K -651 -19%
MF
1421
Manchester Financial
California
$290K +$6.95K +68 +2%
VI
1422
Versor Investments
New York
$289K -$1.3M -12,690 -82%
SIS
1423
Sound Income Strategies
Florida
$289K -$7.26K -71 -2%
PA
1424
Probity Advisors
Texas
$286K -$61K -597 -18%
IWM
1425
Integris Wealth Management
California
$284K -$70.7K -692 -20%