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
28.81%
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 %
TIM
1826
Tortoise Investment Management
New York
$39.1K
MCA
1827
Maryland Capital Advisors
Maryland
$38.3K
TCWA
1828
Turtle Creek Wealth Advisors
Texas
$38.2K +$38.2K +417 New
CFS
1829
CGC Financial Services
Oregon
$36.9K +$17.5K +191 +90%
KHC
1830
Koesten Hirschmann & Crabtree
Kansas
$36.1K
BWM
1831
Baystate Wealth Management
Massachusetts
$35.9K +$366 +4 +1%
KFS
1832
Kelly Financial Services
Massachusetts
$35.7K +$91 +1 +0.3%
BBPWM
1833
Blue Bell Private Wealth Management
Pennsylvania
$35.4K +$18.3K +200 +106%
PSB
1834
Piscataqua Savings Bank
New Hampshire
$35.4K -$437K -4,784 -92%
LFA
1835
Livelsberger Financial Advisory
Ohio
$35.3K +$35.3K +386 New
BSWA
1836
Bromfield Sneider Wealth Advisors
Massachusetts
$34.2K
TCM
1837
Tradewinds Capital Management
Washington
$33.5K -$15.3K -167 -31%
LF
1838
Lee Financial
Texas
$32.9K +$11.1K +121 +51%
DFA
1839
DHJJ Financial Advisors
Illinois
$32.8K
FGA
1840
Fortis Group Advisors
New Jersey
$32.8K +$16.4K +180 +101%
VWA
1841
Valued Wealth Advisors
Utah
$32.5K +$32.5K +415 New
BFS
1842
Burkett Financial Services
South Carolina
$32.4K +$32.4K +355 New
GWSA
1843
Global Wealth Strategies & Associates
Colorado
$31.9K +$31.3K +342 +4,886%
AAP
1844
Arax Advisory Partners
Colorado
$31.1K -$36K -394 -54%
AssetMark Inc
1845
AssetMark Inc
California
$30.7K -$58K -634 -65%
CB
1846
Centennial Bank
Arkansas
$30.7K +$4.48K +49 +17%
TCPG
1847
Trivant Custom Portfolio Group
California
$30.6K
APC
1848
Aspire Private Capital
North Carolina
$30.3K -$1.01K -11 -3%
NL
1849
NVWM LLC
Pennsylvania
$30.1K
KA
1850
Kozak & Associates
Colorado
$29.6K