2,271 hedge funds and large institutions have $77.4B invested in 3M in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 983 increasing their positions, 771 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,271
Holders Change
+24
Holders Change %
+1.07%
% of All Funds
39.65%
Holding in Top 10
48
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-21.31%
% of All Funds
0.84%
New
136
Increased
983
Reduced
771
Closed
88
Calls
$1.29B
Puts
$1.09B
Net Calls
+$201M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2001
Chronos Wealth Management
Florida
$242K
CWM
2002
Curi Wealth Management
North Carolina
$242K +$1.66K +10 +0.7%
AGA
2003
Arkos Global Advisors
Texas
$242K +$19.9K +120 +9%
LWM
2004
Lyell Wealth Management
California
$242K +$242K +1,454 New
ANB
2005
Amarillo National Bank
Texas
$241K
SEIA
2006
Signature Estate & Investment Advisors
California
$241K +$30.7K +185 +15%
OBWG
2007
Onyx Bridge Wealth Group
New York
$240K +$240K +1,441 New
RWB
2008
RMR Wealth Builders
New Jersey
$239K -$664 -4 -0.3%
B
2009
Bellecapital
Switzerland
$239K
GPA
2010
Garrison Point Advisors
California
$239K +$26.2K +158 +12%
QWM
2011
QP Wealth Management
New Jersey
$238K
FFG
2012
Ford Financial Group
California
$238K
LIM
2013
Lathrop Investment Management
Arkansas
$238K
OCG
2014
Opus Capital Group
Ohio
$238K +$166 +1 +0.1%
EFL
2015
ERn Financial LLC
Wisconsin
$238K +$4.83K +29 +2%
MWM
2016
Mattern Wealth Management
Kansas
$237K -$17K -102 -7%
BCM
2017
Bienville Capital Management
New York
$237K
OL
2018
Optas LLC
Texas
$237K +$3.16K +19 +1%
NCM
2019
Northside Capital Management
Oregon
$236K
SFS
2020
Strategic Financial Services
New York
$236K +$1.99K +12 +0.9%
AWS
2021
AJ Wealth Strategies
New York
$235K -$49.1K -295 -17%
FFA
2022
Freedman Financial Associates
Massachusetts
$235K -$48K -289 -17%
VCAM
2023
Van Cleef Asset Management
Ohio
$234K
SEP
2024
Southland Equity Partners
Missouri
$234K +$1.66K +10 +0.7%
FNBSF
2025
First National Bank Sioux Falls
South Dakota
$233K