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 %
PCTC
1776
Perkins Coie Trust Company
Washington
$70.9K
AWM
1777
Accel Wealth Management
Iowa
$70.9K -$46K -523 -39%
AAP
1778
Arax Advisory Partners
Colorado
$70.4K -$106K -1,206 -60%
HGERS
1779
Householder Group Estate & Retirement Specialist
Arizona
$68K +$175 +2 +0.3%
RFA
1780
Resurgent Financial Advisors
Georgia
$67.8K -$55.7K -634 -45%
MIA
1781
Milestone Investment Advisors
Wisconsin
$67.5K +$67.5K +768 New
TCWA
1782
Ten Capital Wealth Advisors
Washington
$66.9K +$1.85K +21 +3%
CHA
1783
Carmichael Hill & Associates
Maryland
$66.7K -$16.1K -183 -19%
BC
1784
Barrett & Company
Rhode Island
$65.1K +$88 +1 +0.1%
NA
1785
Nordwand Advisors
Pennsylvania
$64.6K +$64.6K +736 New
BAM
1786
Baldrige Asset Management
Pennsylvania
$63K
JWA
1787
JFS Wealth Advisors
Pennsylvania
$63K +$9.77K +111 +18%
GEA
1788
Glen Eagle Advisors
New Jersey
$62.8K -$9.05K -103 -13%
MWM
1789
Mascoma Wealth Management
New Hampshire
$61.5K -$267 -3 -0.4%
AFS
1790
Annapolis Financial Services
Maryland
$60.8K
SFCL
1791
Strengthening Families & Communities LLC
Massachusetts
$60.3K +$3.72K +764 +7%
ANBT
1792
American National Bank & Trust
Texas
$58.9K +$14K +159 +31%
HS
1793
Horan Securities
United States
$57.8K -$2.02K -23 -3%
CWA
1794
Carolina Wealth Advisors
South Carolina
$57.8K
BEI
1795
Benjamin Edwards Inc
Missouri
$57K -$18.5K -211 -25%
PWMG
1796
Prestige Wealth Management Group
New Jersey
$56.2K -$15K -171 -21%
MFT
1797
Moisand Fitzgerald Tamayo
Florida
$55.2K
SC
1798
Stephens Consulting
Michigan
$54.9K
TCM
1799
TD Capital Management
Tennessee
$54.8K
SC
1800
Schubert & Co
Texas
$54.7K -$7.65K -87 -12%