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 %
BHWM
1701
Beaird Harris Wealth Management
Texas
$78.6K
ME
1702
McIlrath & Eck
Washington
$77.7K -$1.51K -18 -2%
CP
1703
Castleview Partners
Texas
$77.4K -$47.2K -564 -38%
EWP
1704
Elevation Wealth Partners
California
$76.6K
CCMW
1705
Cypress Capital Management (Wyoming)
Wyoming
$76.2K
AP
1706
Arlington Partners
Alabama
$74.8K
BC
1707
Barrett & Company
Rhode Island
$72.6K +$10.7K +128 +17%
TLA
1708
Tanglewood Legacy Advisors
Texas
$72.3K
RFA
1709
Register Financial Advisors
Georgia
$71.8K
BWL
1710
Bogart Wealth LLC
Virginia
$70.4K -$13.4K -160 -16%
AssetMark Inc
1711
AssetMark Inc
California
$70.3K -$527K -6,300 -88%
PCTC
1712
Perkins Coie Trust Company
Washington
$67.6K
RFA
1713
Resurgent Financial Advisors
Georgia
$67.2K +$2.68K +32 +4%
FMB
1714
Field & Main Bank
Kentucky
$67.1K -$31.6K -377 -32%
AAP
1715
Arax Advisory Partners
Colorado
$66.4K -$586 -7 -0.9%
JWA
1716
JFS Wealth Advisors
Pennsylvania
$66K +$6.03K +72 +10%
HC
1717
Hoese & Co
Minnesota
$64.8K -$250K -2,990 -79%
IWP
1718
IAG Wealth Partners
Wisconsin
$63.5K +$15.8K +189 +33%
BWS
1719
Buck Wealth Strategies
Colorado
$63.4K +$62.1K +741 +4,631%
GEA
1720
Glen Eagle Advisors
New Jersey
$62.3K +$2.51K +30 +4%
NA
1721
Nordwand Advisors
Pennsylvania
$61.6K
CSWM
1722
Cassady Schiller Wealth Management
Ohio
$57.2K -$65K -777 -53%
BAAM
1723
Baker Avenue Asset Management
California
$56.2K +$10.7K +128 +24%
PIAS
1724
PCA Investment Advisory Services
Ohio
$56K +$56K +669 New
CWA
1725
Carolina Wealth Advisors
South Carolina
$55.1K