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 %
HFS
1576
Heritage Financial Services
Massachusetts
$237K -$9.05K -99 -4%
PWPS
1577
Pinnacle Wealth Planning Services
Ohio
$237K +$237K +2,592 New
CT
1578
Clearstead Trust
Maine
$237K -$41K -448 -15%
BDFN
1579
Bond & Devick Financial Network
Minnesota
$236K
WHC
1580
Wulff, Hansen & Co
California
$236K +$236K +2,583 New
ACA
1581
Affinity Capital Advisors
California
$236K +$236K +2,580 New
HNWAG
1582
High Net Worth Advisory Group
Florida
$235K
PCMK
1583
Paragon Capital Management (Kansas)
Kansas
$235K
FWP
1584
FAS Wealth Partners
Kansas
$235K -$88.9K -973 -27%
DA
1585
Detalus Advisors
Missouri
$235K -$58.8K -643 -20%
BFS
1586
Bard Financial Services
Connecticut
$235K -$37.7K -412 -14%
OBGC
1587
O'Brien Greene & Co
Pennsylvania
$234K -$10.1K -110 -4%
TFS
1588
Thoroughbred Financial Services
Tennessee
$234K -$474K -5,196 -67%
FBC
1589
Fairfield, Bush & Co
Connecticut
$233K -$71.3K -780 -23%
SA
1590
Strategic Advocates
Utah
$232K -$33.2K -363 -12%
DFG
1591
Dupree Financial Group
Kentucky
$232K +$232K +2,538 New
FBB
1592
Fulton Breakefield Broenniman
Maryland
$232K -$2.74K -30 -1%
FCAS
1593
First Command Advisory Services
Texas
$232K +$21.6K +237 +10%
MFWP
1594
Mosaic Family Wealth Partners
Missouri
$231K -$15.4K -169 -6%
CFA
1595
CWS Financial Advisors
Michigan
$230K -$19.6K -214 -8%
ACS
1596
Archford Capital Strategies
Illinois
$230K -$399K -4,367 -63%
SAM
1597
Synergy Asset Management
Washington
$230K +$230K +2,515 New
SRL
1598
Scientech Research LLC
New Jersey
$230K +$230K +2,514 New
SWM
1599
Sculati Wealth Management
Michigan
$230K +$230K +2,513 New
TA
1600
TKG Advisors
Indiana
$230K -$65.5K -717 -22%