1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1501
Empirical Wealth Management
Washington
$286K -$74.1K -843 -21%
WCM
1502
Weik Capital Management
Pennsylvania
$286K -$215K -2,442 -43%
ZAM
1503
Zevin Asset Management
Massachusetts
$283K
SIAG
1504
Safeguard Investment Advisory Group
California
$283K -$13.9K -158 -5%
APWM
1505
Atlas Private Wealth Management
New York
$283K -$10.5K -119 -4%
VAM
1506
Verity Asset Management
North Carolina
$281K -$27.1K -308 -9%
JWBC
1507
J.W. Burns & Co
New York
$281K -$23.7K -270 -8%
FPFS
1508
First Personal Financial Services
North Carolina
$280K +$13.7K +156 +5%
GAG
1509
GM Advisory Group
New York
$280K +$280K +3,189 New
LPIC
1510
LeJeune Puetz Investment Counsel
Michigan
$279K +$279K +3,175 New
RP
1511
Riverbridge Partners
Minnesota
$278K
BFG
1512
Barber Financial Group
Kansas
$278K -$527 -6 -0.2%
RWP
1513
Ridgecrest Wealth Partners
California
$278K +$278K +3,159 New
CHC
1514
City Holding Co
West Virginia
$278K -$50.4K -574 -15%
TFF
1515
The Family Firm
Maryland
$277K +$1.76K +20 +0.6%
PFGIA
1516
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$68K +774 +33%
SCM
1517
Spreng Capital Management
Ohio
$277K -$47.6K -542 -15%
ECAM
1518
East Coast Asset Management
Massachusetts
$276K -$4.75K -54 -2%
MWA
1519
Meridian Wealth Advisors
Texas
$276K
HWM
1520
Horizon Wealth Management
Illinois
$275K +$39.3K +447 +17%
AAIS
1521
ABN AMRO Investment Solutions
$275K +$275K +3,134 New
MBTD
1522
Mechanics Bank - Trust Department
California
$275K -$81.4K -926 -23%
ST
1523
Sabal Trust
Florida
$274K -$19M -216,690 -99%
RW
1524
REDW Wealth
New Mexico
$274K -$7.91K -90 -3%
TC
1525
Telemus Capital
Michigan
$274K -$9.23K -105 -3%