2,205 hedge funds and large institutions have $68.1B invested in 3M in 2021 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 912 increasing their positions, 810 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,205
Holders Change
-66
Holders Change %
-2.91%
% of All Funds
38.72%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.54%
New
101
Increased
912
Reduced
810
Closed
135
Calls
$1.12B
Puts
$1.41B
Net Calls
-$287M
Net Calls Change
-$488M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
2001
AJ Wealth Strategies
New York
$207K
SW
2002
SlateStone Wealth
Florida
$206K -$70.2K -479 -25%
FNBSF
2003
First National Bank Sioux Falls
South Dakota
$206K
FPB
2004
First PREMIER Bank
South Dakota
$205K
CWS
2005
Cypress Wealth Services
California
$204K -$304K -2,072 -60%
NFG
2006
Nadler Financial Group
Illinois
$204K -$143K -977 -41%
OL
2007
Optas LLC
Texas
$204K -$3.79K -26 -2%
SOW
2008
State of Wyoming
Wyoming
$204K +$94.6K +643 +86%
MWM
2009
Mattern Wealth Management
Kansas
$203K -$6.02K -41 -3%
ACA
2010
Affinity Capital Advisors
California
$202K
MCM
2011
McRae Capital Management
New Jersey
$202K
WCM
2012
Wedge Capital Management
North Carolina
$202K
MIM
2013
Moseley Investment Management
Florida
$202K +$17.7K +120 +10%
DOA
2014
D'Orazio & Associates
Virginia
$202K +$75.7K +515 +60%
SWM
2015
Shakespeare Wealth Management
Wisconsin
$202K +$202K +1,369 New
IA
2016
Insight Advisors
Pennsylvania
$201K -$2.12K -14 -1%
PFGIA
2017
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$16.2K +110 +9%
AA
2018
Addison Advisors
Vermont
$197K +$1.03K +7 +0.5%
SWA
2019
Sutton Wealth Advisors
Florida
$194K -$1.76K -12 -0.9%
CT
2020
Clearstead Trust
Maine
$193K
SCM
2021
Silvant Capital Management
Georgia
$192K
COCM
2022
Charter Oak Capital Management
New Hampshire
$186K +$294 +2 +0.2%
LAS
2023
Lloyd Advisory Services
Georgia
$185K -$2.78K -19 -1%
RIM
2024
Rockbridge Investment Management
New York
$183K
SWA
2025
SOA Wealth Advisors
New York
$183K +$877 +6 +0.5%