2,247 hedge funds and large institutions have $74.4B invested in 3M in 2021 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 954 increasing their positions, 774 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,247
Holders Change
+61
Holders Change %
+2.79%
% of All Funds
39.57%
Holding in Top 10
61
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+41.86%
% of All Funds
1.07%
New
194
Increased
954
Reduced
774
Closed
106
Calls
$996M
Puts
$867M
Net Calls
+$129M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
2001
Nicollet Investment Management
Minnesota
$235K
OFG
2002
Oxford Financial Group
Indiana
$235K
VFP
2003
Verus Financial Partners
Virginia
$234K -$8.81K -54 -4%
CWM
2004
Chronos Wealth Management
Florida
$234K
AIFAIM
2005
American Institute for Advanced Investment Management
Arizona
$234K +$234K +1,454 New
ANB
2006
Amarillo National Bank
Texas
$233K -$29K -180 -11%
CWM
2007
Curi Wealth Management
North Carolina
$233K +$1.77K +11 +0.8%
M
2008
Mirova
France
$233K +$53K +330 +29%
RWB
2009
RMR Wealth Builders
New Jersey
$233K +$217K +1,342 +1,316%
MFG
2010
Merit Financial Group
Georgia
$233K +$233K +1,444 New
B
2011
Bellecapital
Switzerland
$232K
LIM
2012
Lathrop Investment Management
Arkansas
$231K -$21.4K -133 -8%
AAS
2013
Annex Advisory Services
Wisconsin
$231K -$13.7K -85 -6%
FFG
2014
Ford Financial Group
California
$231K -$8.51K -53 -4%
QWM
2015
QP Wealth Management
New Jersey
$231K
OCG
2016
Opus Capital Group
Ohio
$231K +$323 +2 +0.1%
PBO
2017
Peoples Bank (Ohio)
Ohio
$230K -$2.9K -18 -1%
BCM
2018
Bienville Capital Management
New York
$230K
NCM
2019
Northside Capital Management
Oregon
$229K -$149K -921 -39%
HR
2020
Hayden Royal
North Carolina
$228K -$13.7K -85 -6%
RSWM
2021
Robertson Stephens Wealth Management
California
$228K +$228K +1,417 New
VCAM
2022
Van Cleef Asset Management
Ohio
$227K -$11.3K -70 -5%
OL
2023
Optas LLC
Texas
$227K -$3.88K -24 -2%
SFS
2024
Strategic Financial Services
New York
$227K +$1.93K +12 +0.9%
EFL
2025
ERn Financial LLC
Wisconsin
$226K -$9.84K -61 -4%