2,342 hedge funds and large institutions have $68B invested in 3M in 2021 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 841 increasing their positions, 916 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,342
Holders Change
+137
Holders Change %
+6.21%
% of All Funds
36.17%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.45%
New
292
Increased
841
Reduced
916
Closed
120
Calls
$1.07B
Puts
$1.07B
Net Calls
-$4.1M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
1501
Laurel Wealth Planning
Minnesota
$612K -$110K -743 -15%
FFA
1502
First Foundation Advisors
California
$612K +$112K +752 +22%
HLOC
1503
H.L. Ormond & Company
North Carolina
$611K +$611K +4,502 New
JMFC
1504
J.M. Forbes & Co
Massachusetts
$610K -$8.17K -55 -1%
RWA
1505
River Wealth Advisors
Pennsylvania
$610K -$3.72K -25 -0.6%
SP
1506
Successful Portfolios
Florida
$609K +$891 +6 +0.1%
AMIM
1507
Aull & Monroe Investment Management
Alabama
$607K
WAAG
1508
Wealth Alliance Advisory Group
Kansas
$607K +$38.5K +259 +7%
WAP
1509
Wealthcare Advisory Partners
Pennsylvania
$607K +$106K +714 +21%
JIP
1510
Jaffetilchin Investment Partners
Florida
$607K +$291K +1,960 +92%
IIA
1511
ICW Investment Advisors
Arizona
$605K +$130K +872 +27%
MF
1512
Montis Financial
Massachusetts
$605K +$211K +1,423 +54%
FPWM
1513
FSB Premier Wealth Management
Iowa
$604K -$73.3K -494 -11%
EWM
1514
Evermay Wealth Management
Virginia
$604K -$61.2K -412 -9%
EF
1515
Empowered Funds
Pennsylvania
$604K +$96.8K +652 +19%
AIA
1516
Angeles Investment Advisors
California
$604K +$104K +699 +21%
KLWA
1517
Kelly Lawrence W & Associates
California
$603K +$222K +1,495 +58%
MYLI
1518
Meiji Yasuda Life Insurance
Japan
$600K -$31.8K -214 -5%
TFO
1519
Tarbox Family Office
California
$598K -$297 -2 -0%
SCA
1520
Strategic Capital Advisers
Colorado
$598K
RVM
1521
Robinson Value Management
Texas
$595K -$47.4K -319 -7%
EGA
1522
Eagle Global Advisors
Texas
$594K -$17.7K -119 -3%
FAG
1523
Financial Advisory Group
Texas
$592K -$52.5K -353 -8%
SA
1524
Sicart Associates
New York
$592K
BFS
1525
Bard Financial Services
Connecticut
$592K +$892 +6 +0.2%