1,865 hedge funds and large institutions have $35.8B invested in 3M in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 650 increasing their positions, 849 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,865
Holders Change
-75
Holders Change %
-3.87%
% of All Funds
29.41%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
112
Increased
650
Reduced
849
Closed
174
Calls
$924M
Puts
$1.18B
Net Calls
-$252M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
1551
D'Orazio & Associates
Virginia
$220K +$220K +2,629 New
EAM
1552
Eukles Asset Management
Ohio
$220K +$18.6K +222 +9%
NAM
1553
NorthCrest Asset Manangement
Minnesota
$220K +$9.79K +117 +5%
GWP
1554
Gateway Wealth Partners
Wisconsin
$220K -$55.3K -661 -20%
SAG
1555
SageView Advisory Group
California
$218K +$218K +2,604 New
CT
1556
Colonial Trust
South Carolina
$218K +$837 +10 +0.4%
CA
1557
Carson Advisory
Georgia
$218K +$8.29K +99 +4%
PCMK
1558
Paragon Capital Management (Kansas)
Kansas
$217K
T
1559
TRUADVICE
Florida
$217K -$13.8K -159 -6%
JE
1560
JMAC Enterprises
Pennsylvania
$216K
OWA
1561
One Wealth Advisors
California
$216K +$10K +120 +5%
LFA
1562
Laraway Financial Advisors
Minnesota
$216K -$8.87K -106 -4%
HNWAG
1563
High Net Worth Advisory Group
Florida
$216K
BWFA
1564
Baltimore-Washington Financial Advisors
Maryland
$215K -$37.3K -446 -15%
CGL
1565
Clarius Group LLC
Washington
$214K -$72.7K -869 -25%
PGAM
1566
Princeton Global Asset Management
New Jersey
$214K +$167 +2 +0.1%
CSB
1567
City State Bank
Iowa
$214K +$9.98K +119 +5%
SFO
1568
Stokes Family Office
Louisiana
$213K -$227K -2,710 -52%
MCC
1569
Money Concepts Capital
Florida
$213K -$139K -1,655 -39%
GKWIM
1570
Gerber Kawasaki Wealth & Investment Management
California
$213K -$6.11K -73 -3%
LF
1571
Lantz Financial
Illinois
$212K -$146K -1,748 -41%
AWM
1572
Axxcess Wealth Management
California
$212K +$212K +2,530 New
FZCM
1573
Flynn Zito Capital Management
New York
$211K +$211K +2,524 New
JCM
1574
Janney Capital Management
Pennsylvania
$211K +$10.6K +126 +5%
TFA
1575
Transamerica Financial Advisors
Florida
$211K +$102K +1,214 +93%