2,342 hedge funds and large institutions have $68B invested in 3M in 2021 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 841 increasing their positions, 916 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,342
Holders Change
+137
Holders Change %
+6.21%
% of All Funds
36.17%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.45%
New
292
Increased
841
Reduced
916
Closed
120
Calls
$1.07B
Puts
$1.07B
Net Calls
-$4.1M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
2001
Coerente Capital Management
Ontario, Canada
$247K -$17.8K -120 -7%
MWPCG
2002
Measured Wealth Private Client Group
New Hampshire
$247K -$5.65K -38 -2%
HCM
2003
Hengehold Capital Management
Ohio
$247K
VC
2004
Vestor Capital
Illinois
$246K -$2.73M -18,353 -92%
DDPIC
2005
Deroy & Devereaux Private Investment Counsel
Michigan
$246K -$71.2K -479 -22%
RA
2006
Rodgers & Associates
Pennsylvania
$246K +$246K +1,659 New
SLT
2007
St Louis Trust
Missouri
$245K
ML
2008
McAdam LLC
Pennsylvania
$245K +$149 +1 +0.1%
MSR
2009
Main Street Research
Connecticut
$244K -$48.5K -327 -17%
RGC
2010
Roberts, Glore & Co
Illinois
$244K -$22.2K -149 -8%
ONST
2011
Old North State Trust
North Carolina
$244K -$2.67K -18 -1%
LSPW
2012
Lake Street Private Wealth
Illinois
$244K +$8.02K +54 +3%
PIA
2013
Perennial Investment Advisors
California
$243K +$2.98K +20 +1%
PG
2014
Pendal Group
Australia
$243K +$243K +1,635 New
OPCM
2015
Osborne Partners Capital Management
California
$243K +$243K +1,636 New
SNB
2016
Security National Bank
Nebraska
$242K -$153K -1,031 -39%
AIM
2017
Aspen Investment Management
Michigan
$242K
TC
2018
Tacita Capital
Ontario, Canada
$241K
ACA
2019
Affinity Capital Advisors
California
$241K +$36.3K +245 +18%
GWSG
2020
GPS Wealth Strategies Group
Colorado
$240K -$91.4K -616 -28%
LFA
2021
Lauterbach Financial Advisors
Texas
$240K +$240K +1,615 New
WRM
2022
Weybosset Research & Management
Rhode Island
$239K -$8.9K -60 -4%
SWM
2023
Segment Wealth Management
Texas
$239K
SWM
2024
Selective Wealth Management
Virginia
$239K
1WA
2025
180 Wealth Advisors
Washington
$239K +$5.76K +40 +2%