1,965 hedge funds and large institutions have $40.1B invested in 3M in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 569 increasing their positions, 893 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,965
Holders Change
+144
Holders Change %
+7.91%
% of All Funds
28.8%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.34%
New
282
Increased
569
Reduced
893
Closed
114
Calls
$1.01B
Puts
$826M
Net Calls
+$181M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1426
Wedgewood Investors
Pennsylvania
$312K -$264K -2,883 -46%
CWP
1427
Concord Wealth Partners
Virginia
$311K -$263K -2,872 -46%
FCM
1428
Firestone Capital Management
Florida
$311K
CPIA
1429
Cornell Pochily Investment Advisors
New York
$311K -$97.3K -1,064 -24%
PWH
1430
Priebe Wealth Holdings
Minnesota
$311K +$311K +3,399 New
SWM
1431
Silverlake Wealth Management
Vermont
$310K +$66K +722 +27%
CSPAM
1432
Cary Street Partners Asset Management
Virginia
$309K -$64K -700 -17%
SMWM
1433
Silvia McColl Wealth Management
California
$309K -$18.6K -204 -6%
SCA
1434
Stonebridge Capital Advisors
Minnesota
$307K +$307K +3,363 New
HVIA
1435
Hudson Valley Investment Advisors
New York
$307K
FCA
1436
Fortis Capital Advisors
Kansas
$306K
ZAM
1437
Zevin Asset Management
Massachusetts
$306K +$11.9K +130 +4%
BHC
1438
Bowen Hanes & Co
Florida
$306K -$14.5K -159 -5%
BFAG
1439
Blackston Financial Advisory Group
Florida
$304K -$102K -1,112 -25%
NEWAS
1440
N.E.W. Advisory Services
Wisconsin
$304K -$13.4K -147 -4%
HFRG
1441
Houlihan Financial Resource Group
Virginia
$303K -$26.2K -287 -8%
ADMI
1442
Albert D. Mason Inc
Massachusetts
$303K +$7.67K +84 +3%
PFGIA
1443
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$88.2K -965 -23%
RL
1444
Rogco LP
Oklahoma
$301K -$3.11K -34 -1%
1WA
1445
180 Wealth Advisors
Washington
$301K +$18.4K +200 +7%
LL
1446
LPWM LLC
Minnesota
$301K -$10.3K -113 -3%
RMAM
1447
Raab & Moskowitz Asset Management
New Jersey
$301K -$28.9K -316 -9%
MWM
1448
Modern Wealth Management
Kansas
$300K +$300K +3,284 New
WAM
1449
Wakefield Asset Management
Colorado
$300K +$300K +3,281 New
AA
1450
AJ Advisors
Tennessee
$299K +$4.3K +47 +1%