1,897 hedge funds and large institutions have $63.9B invested in 3M in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 693 increasing their positions, 816 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
-32
Holders Change %
-1.66%
% of All Funds
41.66%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.03%
New
107
Increased
693
Reduced
816
Closed
129
Calls
$671M
Puts
$991M
Net Calls
-$321M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VCAM
2001
Van Cleef Asset Management
Ohio
-$205K -1,411 Closed
RWA
2002
Redhawk Wealth Advisors
Minnesota
-$184K -1,267 Closed
RCWMU
2003
Rothschild & Co Wealth Management (UK)
United Kingdom
-$156K -1,076 Closed
MWC
2004
MKD Wealth Coaches
Michigan
-$1K -1,006 Closed
TFA
2005
Transamerica Financial Advisors
Florida
-$138K -948 Closed
MWM
2006
Mascoma Wealth Management
New Hampshire
-$133K -921 Closed
QFA
2007
Quattro Financial Advisors
Texas
-$96.6K -666 Closed
BDS
2008
Banco de Sabadell
Florida
-$94K -651 Closed
AC
2009
Avestar Capital
New York
-$87K -617 Closed
SHJ
2010
Sharkey, Howes & Javer
Colorado
-$83K -570 Closed
MWM
2011
Meridian Wealth Management
Kentucky
-$694 -478 Closed
PCP
2012
Proficio Capital Partners
Massachusetts
-$62K -426 Closed
MF
2013
Manchester Financial
California
-$62K -426 Closed
BBA
2014
Braun-Bostich & Associates
Pennsylvania
-$58K -398 Closed
ACP
2015
Arcus Capital Partners
Georgia
-$35K -239 Closed
IWA
2016
Intercontinental Wealth Advisors
Texas
-$35K -239 Closed
PCM
2017
Penserra Capital Management
California
-$29K -201 Closed
VLKIM
2018
Van Lanschot Kempen Investment Management
Netherlands
-$25K -175 Closed
CJA
2019
C-J Advisory
California
-$10K -67 Closed
AWMS
2020
Advocacy Wealth Management Services
Georgia
-$9K -65 Closed
NCM
2021
Next Capital Management
New York
-$9K -60 Closed
CFA
2022
Camarda Financial Advisors
Florida
-$6K -43 Closed
AWM
2023
Arbor Wealth Management
Florida
-$6K -39 Closed
JCM
2024
Julex Capital Management
Massachusetts
-$2K -16 Closed
W
2025
WealthStone
Ohio
-$520 -4 Closed