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 %
BMA
1676
Brooks Moore & Associates
Tennessee
$206K
FL
1677
Fort LP
Maryland
$206K -$59.1K -673 -22%
VCG
1678
Vantage Consulting Group
Virginia
$205K +$205K +2,338 New
SA
1679
Syntax Advisors
New York
$205K +$205K +2,338 New
SFG
1680
Sather Financial Group
Texas
$205K
EWM
1681
Evermay Wealth Management
Virginia
$205K -$6.15K -70 -3%
SWA
1682
Sutton Wealth Advisors
Florida
$205K -$104K -1,178 -34%
G
1683
GenTrust
Florida
$205K +$205K +2,329 New
PMFA
1684
Plante Moran Financial Advisors
Michigan
$204K -$14.5K -165 -7%
LWM
1685
Laidlaw Wealth Management
New York
$203K +$6.42K +73 +3%
WPP
1686
Whalerock Point Partners
Rhode Island
$201K -$52.6K -598 -21%
VST
1687
Van Strum & Towne
California
$201K
CAM
1688
Covenant Asset Management
New Jersey
$200K
IC
1689
Inscription Capital
Texas
$200K +$200K +2,278 New
SWM
1690
Sugarloaf Wealth Management
Georgia
$200K -$32.6K -371 -14%
RWPA
1691
Richard W. Paul & Associates
Michigan
$200K -$439 -5 -0.2%
HCM
1692
Hollencrest Capital Management
California
$198K +$115K +1,311 +140%
CBT
1693
CoreFirst Bank & Trust
Kansas
$194K
JWM
1694
Janiczek Wealth Management
Colorado
$192K -$99.1K -1,121 -34%
FDCC
1695
Foster Dykema Cabot & Co
Massachusetts
$191K
PA
1696
PSI Advisors
Florida
$190K +$42.1K +479 +29%
FFA
1697
Farther Finance Advisors
California
$188K +$14.7K +167 +8%
IBOK
1698
Independence Bank of Kentucky
Kentucky
$187K -$368K -4,189 -66%
ABLA
1699
Alan B. Lancz & Associates
Ohio
$185K
AA
1700
Addison Advisors
Vermont
$173K +$1.85K +21 +1%