1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
C
2001
Certuity
Florida
-$247K -2,703 Closed
SIAG
2002
Safeguard Investment Advisory Group
California
-$246K -2,689 Closed
I
2003
IMPACTfolio
Colorado
-$245K -2,680 Closed
SB
2004
Simmons Bank
Arkansas
-$242K -2,652 Closed
ERIC
2005
Eagle Rock Investment Company
Georgia
-$238K -2,604 Closed
HFS
2006
Heritage Financial Services
Massachusetts
-$237K -2,593 Closed
PWPS
2007
Pinnacle Wealth Planning Services
Ohio
-$237K -2,592 Closed
DA
2008
Detalus Advisors
Missouri
-$235K -2,569 Closed
BFS
2009
Bard Financial Services
Connecticut
-$235K -2,568 Closed
OBGC
2010
O'Brien Greene & Co
Pennsylvania
-$234K -2,565 Closed
TFS
2011
Thoroughbred Financial Services
Tennessee
-$234K -2,565 Closed
FBC
2012
Fairfield, Bush & Co
Connecticut
-$233K -2,550 Closed
SA
2013
Strategic Advocates
Utah
-$232K -2,542 Closed
CFA
2014
CWS Financial Advisors
Michigan
-$230K -2,521 Closed
ACS
2015
Archford Capital Strategies
Illinois
-$230K -2,516 Closed
SAG
2016
SageView Advisory Group
California
-$201K -2,513 Closed
TA
2017
TKG Advisors
Indiana
-$230K -2,512 Closed
HZ
2018
Hixon Zuercher
Ohio
-$230K -2,512 Closed
MA
2019
MKT Advisors
California
-$227K -2,497 Closed
EWM
2020
Empirical Wealth Management
Washington
-$228K -2,496 Closed
AIM
2021
Alhambra Investment Management
Florida
-$224K -2,455 Closed
GDP
2022
Great Diamond Partners
Maine
-$223K -2,440 Closed
FSA
2023
Franklin Street Advisors
North Carolina
-$222K -2,428 Closed
MF
2024
Montis Financial
Massachusetts
-$221K -2,415 Closed
APW
2025
Austin Private Wealth
Texas
-$220K -2,408 Closed