1,924 hedge funds and large institutions have $36.4B invested in 3M in 2024 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 216 increasing their positions, 1,508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+31
Holders Change %
+1.64%
% of All Funds
27.99%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
200
Increased
216
Reduced
1,508
Closed
138
Calls
$876M
Puts
$555M
Net Calls
+$321M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
2001
Sharp Financial Services
Pennsylvania
-$345K -3,887 Closed
HIC
2002
Hartline Investment Corp
Illinois
-$342K -3,861 Closed
SPWM
2003
Schrum Private Wealth Management
Florida
-$340K -3,836 Closed
DWA
2004
Delap Wealth Advisory
Oregon
-$335K -3,778 Closed
EA
2005
Emerald Advisors
Washington
-$316K -3,558 Closed
SCA
2006
Stonebridge Capital Advisors
Minnesota
-$315K -3,557 Closed
RC
2007
Rovin Capital
Arizona
-$315K -3,546 Closed
PAG
2008
Powers Advisory Group
Illinois
-$306K -3,450 Closed
EB
2009
Eastern Bank
Massachusetts
-$302K -3,405 Closed
HI
2010
Humankind Investments
New York
-$276K -3,113 Closed
KFA
2011
Kelleher Financial Advisors
New York
-$274K -3,094 Closed
APW
2012
Aurora Private Wealth
New Jersey
-$240K -3,043 Closed
PA
2013
Procyon Advisors
Connecticut
-$267K -3,014 Closed
WC
2014
Whitney & Co
New York
-$249K -2,812 Closed
MJRIC
2015
Mogy Joel R Investment Counsel
California
-$244K -2,754 Closed
AGA
2016
Arkos Global Advisors
Texas
-$242K -2,724 Closed
LG
2017
LaFleur & Godfrey
Michigan
-$237K -2,669 Closed
GFS
2018
GYL Financial Synergies
Connecticut
-$228K -2,575 Closed
AT
2019
Arvest Trust
Oklahoma
-$227K -2,558 Closed
BWM
2020
BKM Wealth Management
Wisconsin
-$225K -2,536 Closed
FBB
2021
Fulton Breakefield Broenniman
Maryland
-$222K -2,497 Closed
RSVP
2022
Ramsay Stattman Vela & Price
Colorado
-$221K -2,494 Closed
VCG
2023
Vantage Consulting Group
Virginia
-$215K -2,422 Closed
RWP
2024
Ridgecrest Wealth Partners
California
-$214K -2,412 Closed
HHGA
2025
Halbert Hargrove Global Advisors
California
-$212K -2,392 Closed