1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.45%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
1551
Inscription Capital
Texas
$231K +$231K +2,600 New
BDFN
1552
Bond & Devick Financial Network
Minnesota
$229K
AWA
1553
Aaron Wealth Advisors
Illinois
$229K -$155K -1,747 -40%
SM
1554
Sweeney & Michel
California
$228K +$228K +2,730 New
HNWAG
1555
High Net Worth Advisory Group
Florida
$228K
GFS
1556
GYL Financial Synergies
Connecticut
$228K -$1.46M -16,474 -86%
PT
1557
Plimoth Trust
Massachusetts
$227K -$20.2K -228 -8%
AT
1558
Arvest Trust
Oklahoma
$227K -$16.6K -187 -7%
CFIA
1559
Cantor Fitzgerald Investment Advisors
New York
$227K -$8.42K -95 -4%
SEP
1560
Southland Equity Partners
Missouri
$226K +$20.7K +233 +10%
BWM
1561
BKM Wealth Management
Wisconsin
$225K -$33.4K -377 -13%
LL
1562
LPWM LLC
Minnesota
$224K -$32.9K -425 -13%
SWM
1563
Sculati Wealth Management
Michigan
$223K
BBA
1564
Braun-Bostich & Associates
Pennsylvania
$222K +$14.5K +163 +7%
NFSG
1565
Newbridge Financial Services Group
Florida
$222K +$3.37K +38 +2%
TNA
1566
True North Advisors
Texas
$222K -$798 -9 -0.4%
FBB
1567
Fulton Breakefield Broenniman
Maryland
$222K -$3.55K -40 -2%
RSVP
1568
Ramsay Stattman Vela & Price
Colorado
$221K -$236K -2,667 -52%
THL
1569
Tillman Hartley LLC
Colorado
$221K
GIA
1570
GHP Investment Advisors
Colorado
$220K -$118K -1,335 -35%
ONST
1571
Old North State Trust
North Carolina
$219K +$219K +2,465 New
TWG
1572
The Wealth Group
Minnesota
$219K +$579 +7 +0.3%
MCCA
1573
Mill Creek Capital Advisors
Pennsylvania
$219K +$1.42K +16 +0.7%
WHC
1574
Wulff, Hansen & Co
California
$219K -$10.6K -119 -5%
CPIA
1575
Cornell Pochily Investment Advisors
New York
$218K -$83.2K -938 -28%