2,021 hedge funds and large institutions have $60.2B invested in 3M in 2020 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 770 increasing their positions, 826 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,021
Holders Change
+33
Holders Change %
+1.66%
% of All Funds
40.89%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.87%
New
137
Increased
770
Reduced
826
Closed
77
Calls
$938M
Puts
$1.14B
Net Calls
-$207M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
2001
IMA Advisory Services
Colorado
$12K
IF
2002
Ironwood Financial
Arizona
$12K
DI
2003
Disciplined Investments
Oklahoma
$11K -$1.24K -9 -10%
CFN
2004
Cordasco Financial Network
Florida
$10K -$115K -837 -92%
GFPC
2005
Global Financial Private Client
Florida
$9.85K -$10.4K -78 -51%
PW
2006
Price Wealth
Texas
$9K +$4.04K +31 +82%
HCP
2007
Hexagon Capital Partners
Arkansas
$9K +$9K +68 New
RIA
2008
RPG Investment Advisory
California
$8K
CQS
2009
Credential Qtrade Securities
$7.53K -$1.34K -10 -15%
UWM
2010
USAdvisors Wealth Management
Minnesota
$5.96K +$1 +7 +0%
RWG
2011
Regal Wealth Group
California
$5K
TVWM
2012
Tower View Wealth Management
Wisconsin
$4K
Koshinski Asset Management
2013
Koshinski Asset Management
Illinois
$3.26K +$179 +1,268 +6%
F
2014
F3Logic
Minnesota
$2.72K -$30 -225 -1%
SSW
2015
Smith Shellnut Wilson
Mississippi
$1.36K -$30 -223 -2%
TFA
2016
Transamerica Financial Advisors
Florida
$1K -$233K -1,863 -100%
NIM
2017
NuWave Investment Management
New Jersey
$1K -$500 -4 -33%
RA
2018
Rational Advisors
New York
$1K -$500 -4 -33%
CPA
2019
Clear Perspective Advisors
Illinois
$688 +$37 +252 +6%
SXL
2020
Summit X LLC
Missouri
$481 +$481 +228 New
FCA
2021
FinTrust Capital Advisors
South Carolina
$277 +$133 +997 +93%
HP
2022
Holowesko Partners
Bahamas
-$39M -299,000 Closed
ACM
2023
Atlanta Capital Management
Georgia
-$29M -222,015 Closed
AL
2024
AJO LP
Pennsylvania
-$20.8M -159,374 Closed
ESCM
2025
Echo Street Capital Management
New York
-$19.7M -150,726 Closed