2,186 hedge funds and large institutions have $66.7B invested in 3M in 2020 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 841 increasing their positions, 770 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
+165
Holders Change %
+8.16%
% of All Funds
38.79%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
282
Increased
841
Reduced
770
Closed
87
Calls
$751M
Puts
$967M
Net Calls
-$215M
Net Calls Change
-$8.43M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
2001
Lenox Wealth Advisors
New York
$188K +$3.95K +27 +2%
SWA
2002
SOA Wealth Advisors
New York
$188K +$188K +1,245 New
BWM
2003
Baystate Wealth Management
Massachusetts
$186K -$13.3K -91 -7%
BSSFA
2004
Baron Silver Stevens Financial Advisors
Florida
$183K +$183K +1,253 New
APC
2005
Aspire Private Capital
North Carolina
$182K -$6.87K -47 -4%
OSNBOA
2006
Old Second National Bank of Aurora
Illinois
$177K
BCM
2007
Blume Capital Management
California
$175K
LAM
2008
Lountzis Asset Management
Pennsylvania
$175K
PFGIA
2009
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$35K +240 +26%
TC
2010
Trust Company
Kansas
$168K -$20.7K -142 -11%
LAS
2011
Lloyd Advisory Services
Georgia
$167K -$2.63K -18 -2%
NL
2012
NVWM LLC
Pennsylvania
$163K -$40.6K -277 -20%
M
2013
Mirova
France
$163K +$74.5K +513 +84%
CAL
2014
Capital Advisors Ltd
Ohio
$157K +$146 +1 +0.1%
ARMC
2015
American Research & Management Company
Massachusetts
$154K -$7.74K -53 -5%
FEG
2016
Financial Enhancement Group
Indiana
$151K -$1.75K -12 -1%
KCM
2017
Kathmere Capital Management
Pennsylvania
$150K
MLFP
2018
MPS Loria Financial Planners
Illinois
$149K +$11.8K +82 +9%
AIM
2019
ARK Investment Management
Florida
$148K +$81.7K +558 +123%
FMP
2020
Financial Management Professionals
Texas
$145K +$3.35K +23 +2%
CTB
2021
Country Trust Bank
Illinois
$144K -$75.1K -514 -34%
AAP
2022
Arax Advisory Partners
Colorado
$144K +$1.02K +7 +0.7%
FWM
2023
FSA Wealth Management
Massachusetts
$140K +$140K +957 New
SFFS
2024
Stonehage Fleming Financial Services
Jersey
$139K -$289K -1,981 -68%
GSAM
2025
Grant Street Asset Management
Pennsylvania
$137K +$137K +936 New