1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1601
Silverlake Wealth Management
Vermont
$236K -$63.7K -725 -21%
IWA
1602
Intercontinental Wealth Advisors
Texas
$235K +$235K +2,679 New
UIA
1603
Ulland Investment Advisors
Minnesota
$235K
BWA
1604
Burt Wealth Advisors
Maryland
$234K
FANJ
1605
Financial Architects (New Jersey)
New Jersey
$232K -$10.6K -121 -4%
EL
1606
Essex LLC
Illinois
$231K
AIM
1607
Alhambra Investment Management
Florida
$231K
GKWIM
1608
Gerber Kawasaki Wealth & Investment Management
California
$231K +$17.1K +195 +8%
TNA
1609
True North Advisors
Texas
$229K +$9.49K +108 +4%
SAM
1610
S.A. Mason
Michigan
$229K +$615 +7 +0.3%
CT
1611
Colonial Trust
South Carolina
$228K +$40.4K +460 +22%
BW
1612
Bison Wealth
Georgia
$228K +$15.4K +183 +7%
PCMK
1613
Paragon Capital Management (Kansas)
Kansas
$228K +$1.58K +18 +0.7%
JE
1614
JMAC Enterprises
Pennsylvania
$227K
HNWAG
1615
High Net Worth Advisory Group
Florida
$226K
GI
1616
Gradient Investments
Minnesota
$226K -$12.3M -139,626 -98%
PGAM
1617
Princeton Global Asset Management
New Jersey
$225K +$264 +3 +0.1%
PA
1618
Perennial Advisors
New York
$224K -$9.67K -110 -4%
SHGA
1619
Sand Hill Global Advisors
California
$223K +$223K +2,540 New
CWM
1620
Compass Wealth Management
Connecticut
$223K -$58.3K -663 -21%
JAG
1621
Journey Advisory Group
Kentucky
$222K -$91.7K -1,043 -29%
HIG
1622
Heritage Investment Group
Florida
$222K +$11.7K +133 +6%
SWM
1623
Sculati Wealth Management
Michigan
$221K
EW
1624
Element Wealth
Mississippi
$221K +$10.2K +116 +5%
NAM
1625
NorthCrest Asset Manangement
Minnesota
$220K +$220K +2,509 New