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 %
SFS
1501
Sharp Financial Services
Pennsylvania
$271K +$271K +2,960 New
LWM
1502
Lodestone Wealth Management
Washington
$270K +$548 +6 +0.2%
RW
1503
Rede Wealth
Virginia
$270K -$118K -1,295 -30%
RWM
1504
Revisor Wealth Management
Ohio
$270K -$115K -1,263 -30%
KA
1505
Kure Advisory
Minnesota
$270K -$1.01K -11 -0.4%
LFA
1506
Laraway Financial Advisors
Minnesota
$270K +$44.2K +484 +20%
LWM
1507
Laidlaw Wealth Management
New York
$269K -$6.76K -74 -2%
BIA
1508
Bigelow Investment Advisors
Maine
$267K -$29.5K -323 -10%
BWM
1509
BKM Wealth Management
Wisconsin
$266K +$266K +2,913 New
EW
1510
Element Wealth
Mississippi
$265K +$28.2K +308 +12%
CGL
1511
Clarius Group LLC
Washington
$265K -$108K -1,185 -29%
RFG
1512
RFP Financial Group
Georgia
$264K
FCB
1513
First County Bank
Connecticut
$263K +$1.1K +12 +0.4%
IAS
1514
Insigneo Advisory Services
Florida
$263K +$263K +2,873 New
Kayne Anderson Rudnick Investment Management
1515
Kayne Anderson Rudnick Investment Management
California
$262K
HCM
1516
Hall Capital Management
Rhode Island
$262K
CFS
1517
Commonwealth Financial Services
West Virginia
$262K -$28K -306 -10%
TCOTS
1518
Trust Company of the South
North Carolina
$261K +$261K +2,861 New
PMFA
1519
Plante Moran Financial Advisors
Michigan
$261K -$65.2K -713 -20%
I
1520
InceptionR
California
$260K -$882K -9,654 -77%
CWC
1521
Carolinas Wealth Consulting
North Carolina
$259K +$3.94K +251 +2%
GFP
1522
Gryphon Financial Partners
Ohio
$259K +$259K +2,311 New
GA
1523
Greenhaven Associates
New York
$259K
FFM
1524
Forum Financial Management
Illinois
$259K -$165K -1,803 -39%
DTC
1525
Davidson Trust Company
Washington
$258K +$17.2K +188 +7%