1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
RMCM
1976
Reynders McVeigh Capital Management
Massachusetts
-$353K -3,861 Closed
KNW
1977
Kesler Norman & Wride
Utah
-$352K -3,850 Closed
OWP
1978
Obermeyer Wealth Partners
Colorado
-$344K -3,769 Closed
PCM
1979
PenderFund Capital Management
British Columbia, Canada
-$455K -3,755 Closed
TBA
1980
Tower Bridge Advisors
Pennsylvania
-$330K -3,608 Closed
WWM
1981
Waterway Wealth Management
Texas
-$324K -3,544 Closed
JIP
1982
Jaffetilchin Investment Partners
Florida
-$323K -3,529 Closed
GIS
1983
Grayhawk Investment Strategies
Alberta, Canada
-$319K -3,488 Closed
MLL
1984
Moody Lynn & Lieberson
Massachusetts
-$317K -3,468 Closed
RCWM
1985
Royal Capital Wealth Management
Indiana
-$316K -3,456 Closed
CAM
1986
CPA Asset Management
Florida
-$314K -3,431 Closed
HPM
1987
Hoxton Planning & Management
West Virginia
-$313K -3,419 Closed
PWH
1988
Priebe Wealth Holdings
Minnesota
-$311K -3,399 Closed
BFAG
1989
Blackston Financial Advisory Group
Florida
-$304K -3,331 Closed
WAM
1990
Wakefield Asset Management
Colorado
-$300K -3,281 Closed
AA
1991
AJ Advisors
Tennessee
-$299K -3,267 Closed
HWM
1992
Horizon Wealth Management
Illinois
-$295K -3,224 Closed
CCM
1993
Crew Capital Management
Ohio
-$287K -3,136 Closed
I
1994
InceptionR
California
-$260K -2,844 Closed
HWM
1995
Hemington Wealth Management
Virginia
-$257K -2,807 Closed
CWP
1996
Corepath Wealth Partners
Arizona
-$254K -2,799 Closed
RP
1997
Riverbridge Partners
Minnesota
-$255K -2,795 Closed
OWA
1998
One Wealth Advisors
California
-$250K -2,732 Closed
TFG
1999
Taylor Financial Group
Virginia
-$248K -2,715 Closed
MIM
2000
Marco Investment Management
Georgia
-$248K -2,709 Closed