1,821 hedge funds and large institutions have $33.4B invested in 3M in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 648 increasing their positions, 780 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-44
Holders Change %
-2.36%
% of All Funds
29.03%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
134
Increased
648
Reduced
780
Closed
156
Calls
$840M
Puts
$970M
Net Calls
-$130M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1501
WP Advisors
California
$232K +$42.8K +547 +23%
NWM
1502
Northcape Wealth Management
New York
$231K -$19K -243 -8%
LWM
1503
Lodestone Wealth Management
Washington
$231K -$4.15K -53 -2%
CHC
1504
City Holding Co
West Virginia
$229K -$18.8K -240 -8%
SA
1505
Strategic Advocates
Utah
$227K +$227K +2,905 New
VCP
1506
Verus Capital Partners
Arizona
$227K +$227K +2,900 New
P
1507
&Partners
Tennessee
$227K +$9.39K +120 +4%
RFG
1508
RFP Financial Group
Georgia
$226K +$40.7K +520 +22%
NAS
1509
Nicolet Advisory Services
Wisconsin
$225K +$4.19K +57 +2%
Kayne Anderson Rudnick Investment Management
1510
Kayne Anderson Rudnick Investment Management
California
$225K
HCM
1511
Hall Capital Management
Rhode Island
$225K
SIAG
1512
Safeguard Investment Advisory Group
California
$225K -$10.3K -132 -4%
FCB
1513
First County Bank
Connecticut
$224K -$101K -1,292 -31%
MF
1514
Manchester Financial
California
$224K +$224K +2,857 New
NC
1515
NBW Capital
Massachusetts
$223K -$3.76K -48 -2%
GA
1516
Greenhaven Associates
New York
$222K
HC
1517
Hamilton Capital
Ohio
$221K +$221K +2,818 New
RIS
1518
Retirement Income Solutions
Michigan
$220K -$44.9K -574 -17%
EWM
1519
Empirical Wealth Management
Washington
$220K -$114K -1,455 -34%
CAM
1520
Campion Asset Management
Virginia
$220K
CWM
1521
Campbell Wealth Management
Virginia
$218K +$2.82K +36 +1%
CAGAS
1522
Capital Advisory Group Advisory Services
Minnesota
$218K +$218K +2,783 New
WCG
1523
Weaver Consulting Group
California
$217K
ISL
1524
Ingalls & Snyder LLC
New York
$217K -$42.8K -545 -16%
PCI
1525
Planning Center Inc
Illinois
$217K