2,067 hedge funds and large institutions have $48.9B invested in 3M in 2024 Q3 according to their latest regulatory filings, with 273 funds opening new positions, 612 increasing their positions, 863 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,067
Holders Change
+143
Holders Change %
+7.43%
% of All Funds
29.9%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
273
Increased
612
Reduced
863
Closed
105
Calls
$1.8B
Puts
$1.28B
Net Calls
+$525M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1901
Compass Wealth Management
Connecticut
$60.4K
HFM
1902
Hartford Financial Management
Connecticut
$60.1K
AGWCA
1903
Annis Gardner Whiting Capital Advisors
Florida
$59.1K -$107K -786 -65%
NIC
1904
Northwest Investment Counselors
Oregon
$57.4K +$57.4K +420 New
HWA
1905
HHM Wealth Advisors
Tennessee
$56.9K -$10.9K -80 -16%
DAM
1906
Delta Asset Management
Tennessee
$56.9K -$45.1K -330 -44%
CMA
1907
Cedar Mountain Advisors
Oregon
$55.2K
SC
1908
Steph & Co
Wisconsin
$54.7K
AFG
1909
Albion Financial Group
Utah
$54.7K
NPP
1910
New Potomac Partners
Maryland
$54.7K +$54.7K +400 New
ACA
1911
American Capital Advisory
Idaho
$54.4K
CIA
1912
Cape Investment Advisory
Georgia
$54.2K
AIC
1913
Archer Investment Corporation
Indiana
$54.1K -$300K -2,198 -85%
RA
1914
Rise Advisors
New York
$52.9K +$273 +2 +0.5%
MSE
1915
MUFG Securities EMEA
United Kingdom
$51.9K -$207K -1,512 -80%
BFP
1916
Briaud Financial Planning
Texas
$51K
GWSA
1917
Global Wealth Strategies & Associates
Colorado
$51K +$51K +373 New
WPWM
1918
Western Pacific Wealth Management
Illinois
$50.6K +$50.6K +370 New
VWM
1919
Venturi Wealth Management
Texas
$50.5K +$820 +6 +2%
TIM
1920
Tortoise Investment Management
New York
$48.9K
BBPWM
1921
Blue Bell Private Wealth Management
Pennsylvania
$48.4K +$3.83K +28 +9%
VWA
1922
Valued Wealth Advisors
Utah
$48K
MS
1923
Mizuho Securities
Japan
$47.8K -$54.7K -400 -53%
MWM
1924
Mascoma Wealth Management
New Hampshire
$46.6K
CHA
1925
Carmichael Hill & Associates
Maryland
$45.5K