1,924 hedge funds and large institutions have $36.4B invested in 3M in 2024 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 216 increasing their positions, 1,508 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+30
Holders Change %
+1.58%
% of All Funds
27.98%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
200
Increased
216
Reduced
1,508
Closed
139
Calls
$876M
Puts
$555M
Net Calls
+$321M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1501
Legacy Advisors
Pennsylvania
$250K -$74.4K -728 -23%
LI
1502
LMCG Investments
Massachusetts
$249K -$48.8K -478 -16%
RB
1503
Rodgers Brothers
Pennsylvania
$249K -$76.4K -748 -24%
LWM
1504
Lodestone Wealth Management
Washington
$249K -$48.7K -477 -16%
PA
1505
PSI Advisors
Florida
$247K -$47.3K -463 -16%
AMBIA
1506
Allen Mooney & Barnes Investment Advisors
Georgia
$247K -$102K -993 -29%
SIM
1507
Sentry Investment Management
Wisconsin
$246K -$108K -1,061 -31%
CWM
1508
Campbell Wealth Management
Virginia
$246K -$46.4K -454 -16%
RMAM
1509
Raab & Moskowitz Asset Management
New Jersey
$246K -$67.3K -659 -22%
Kayne Anderson Rudnick Investment Management
1510
Kayne Anderson Rudnick Investment Management
California
$246K -$47.6K -466 -16%
BFAG
1511
Blackston Financial Advisory Group
Florida
$245K +$245K +2,402 New
MIC
1512
Meridian Investment Counsel
California
$245K -$243K -2,377 -50%
BIA
1513
Bigelow Investment Advisors
Maine
$245K -$48K -470 -16%
HCM
1514
Hall Capital Management
Rhode Island
$245K -$48K -470 -16%
FFM
1515
Forum Financial Management
Illinois
$245K +$12.7K +124 +5%
AWM
1516
Ariadne Wealth Management
California
$245K +$245K +2,397 New
CCA
1517
Catalyst Capital Advisors
New York
$245K -$47.9K -469 -16%
LL
1518
LPWM LLC
Minnesota
$244K -$47.8K -473 -16%
ISL
1519
Ingalls & Snyder LLC
New York
$244K -$47.8K -468 -16%
SFC
1520
SYM Financial Corp
Indiana
$243K +$243K +2,382 New
WP
1521
WealthShield Partners
North Carolina
$243K +$243K +2,381 New
IF
1522
IRON Financial
Illinois
$243K +$7.26K +71 +3%
CPA
1523
Cardiff Park Advisors
California
$242K -$54.9K -537 -18%
GA
1524
Greenhaven Associates
New York
$242K -$47.4K -464 -16%
MCC
1525
Money Concepts Capital
Florida
$241K -$48.2K -472 -17%