1,864 hedge funds and large institutions have $35.8B invested in 3M in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 650 increasing their positions, 849 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
-75
Holders Change %
-3.87%
% of All Funds
29.4%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
112
Increased
650
Reduced
849
Closed
174
Calls
$924M
Puts
$1.18B
Net Calls
-$252M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
2001
Inscription Capital
Texas
-$200K -2,278 Closed
CAM
2002
Covenant Asset Management
New Jersey
-$200K -2,278 Closed
ABLA
2003
Alan B. Lancz & Associates
Ohio
-$185K -2,109 Closed
GC
2004
Gibson Capital
Pennsylvania
-$172K -1,960 Closed
AWM
2005
Ameliora Wealth Management
Switzerland
-$147K -1,674 Closed
CWA
2006
Core Wealth Advisors
Florida
-$142K -1,616 Closed
KI
2007
Kapitalo Investimentos
Brazil
-$114K -1,302 Closed
IUHSA
2008
Itau Unibanco Holding S.A.
Brazil
-$91K -1,036 Closed
PCM
2009
Pointe Capital Management
Michigan
-$91K -1,036 Closed
GCWM
2010
Graham Capital Wealth Management
District of Columbia
-$777K -884 Closed
AWM
2011
Accel Wealth Management
Iowa
-$70.9K -807 Closed
MIA
2012
Milestone Investment Advisors
Wisconsin
-$67.5K -768 Closed
TCWA
2013
Ten Capital Wealth Advisors
Washington
-$66.9K -761 Closed
SC
2014
Schubert & Co
Texas
-$54.7K -622 Closed
EI
2015
Ellevest Inc
New York
-$52.3K -596 Closed
TC
2016
Tacita Capital
Ontario, Canada
-$45K -513 Closed
GFL
2017
Granite FO LLC
New Hampshire
-$42.5K -478 Closed
MIM
2018
Manitou Investment Management
Ontario, Canada
-$41K -466 Closed
SSC
2019
Syverson Strege & Co
Iowa
-$35.4K -403 Closed
MIM
2020
Macroview Investment Management
Maryland
-$35K -398 Closed
CG
2021
Cutler Group
California
-$28K -324 Closed
UAML
2022
US Asset Management LLC
Pennsylvania
-$24K -274 Closed
BA
2023
Bellwether Advisors
Nebraska
-$22.5K -256 Closed
PAG
2024
Paladin Advisory Group
Iowa
-$21.9K -250 Closed
CIA
2025
Cascade Investment Advisors
Oregon
-$21.2K -242 Closed