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 %
CWM
1901
CarsonAllaria Wealth Management
Illinois
$10.3K +$177 +2 +2%
BIA
1902
Bell Investment Advisors
California
$10.1K -$7.2K -82 -42%
NOI
1903
Newton One Investments
Delaware
$9.78K
BAM
1904
Bellevue Asset Management
Washington
$9.78K
DCP
1905
Distillate Capital Partners
Illinois
$9.67K +$527 +6 +6%
ACM
1906
Antonetti Capital Management
Florida
$9.46K -$4.12K -47 -30%
CPFP
1907
Clear Perspectives Financial Planning
Ohio
$9.46K
TF
1908
TimeScale Financial
Massachusetts
$9.1K +$350 +4 +4%
FSWA
1909
Financial Synergies Wealth Advisors
Texas
$8.29K +$3.3K +37 +66%
RCM
1910
Raleigh Capital Management
North Carolina
$7.99K +$7.99K +91 New
GC
1911
Gould Capital
Washington
$7.46K
HFS
1912
HBC Financial Services
Washington
$6K -$47.8K -597 -89%
PPC
1913
Park Place Capital
Alabama
$5.78K -$4.99K -57 -46%
DI
1914
Disciplined Investments
Oklahoma
$5.47K -$882 -10 -14%
IAS
1915
IMA Advisory Services
Colorado
$5.26K
FA
1916
Fortis Advisors
Pennsylvania
$5.26K
RBC
1917
Roble Belko & Company
Pennsylvania
$5K -$68.5K -808 -93%
NECFA
1918
New England Capital Financial Advisors
Connecticut
$4.52K
FCMT
1919
Founders Capital Management (Texas)
Texas
$4K
WIM
1920
Westside Investment Management
California
$3.26K -$4.76K -54 -59%
Parallax Volatility Advisers
1921
Parallax Volatility Advisers
California
$3.15K +$3.15K +36 New
KFP
1922
KB Financial Partners
New Jersey
$3K -$8.9K -86 -75%
PCM
1923
Penserra Capital Management
California
$3K
GM
1924
GeoWealth Management
Illinois
$3K +$3K +35 New
PS
1925
PayPay Securities
Japan
$2.84K -$443 -5 -14%