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2,261 hedge funds and large institutions have $62.8B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 753 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 97

76% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $639M

8% more capital invested

Capital invested by funds: $58.4B → $62.8B (+$4.4B)

6% more funds holding

Funds holding: 2,1272,261 (+134)

3.17% more ownership

Funds ownership: 70.7%73.87% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 782

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,261
Holders Change
+134
Holders Change %
+6.3%
% of All Funds
27.51%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.28%
New
276
Increased
753
Reduced
782
Closed
97
Calls
$1.13B
Puts
$639M
Net Calls
+$489M
Net Calls Change
+$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
376
Atria Investments
North Carolina
$5.98M -$346K -2,114 -5%
AAM
377
Advisors Asset Management
Colorado
$5.97M -$2.17M -13,264 -26%
ITC
378
Inspire Trust Company
Nevada
$5.92M -$327K -2,000 -5%
DAS
379
DMKC Advisory Services
Iowa
$5.92M +$316K +1,934 +6%
PFM
380
Patton Fund Management
Texas
$5.82M +$2.38M +14,585 +67%
RWP
381
RWA Wealth Partners
Massachusetts
$5.79M -$6.59M -40,295 -53%
DC
382
Davenport & Co
Virginia
$5.78M +$120K +735 +2%
CTC
383
Central Trust Company
Missouri
$5.78M -$147K -899 -2%
RFM
384
Royal Fund Management
Florida
$5.77M +$707K +4,321 +14%
LDB
385
Lee, Danner & Bass
Tennessee
$5.75M -$29.8K -182 -0.5%
KWM
386
Kingsview Wealth Management
Oregon
$5.7M +$153K +933 +3%
HPC
387
HM Payson & Co
Maine
$5.67M +$10.6K +65 +0.2%
CAM
388
Cresset Asset Management
Illinois
$5.66M +$117K +713 +2%
CPCPP
389
Canada Post Corporation Pension Plan
Canada
$5.61M +$812K +4,967 +17%
CIA
390
Concurrent Investment Advisors
Florida
$5.6M +$1.49M +9,114 +35%
JIC
391
Johnson Investment Counsel
Ohio
$5.6M -$90.6K -554 -2%
RCM
392
Radnor Capital Management
Pennsylvania
$5.57M -$180K -1,100 -3%
FFM
393
Fisher Funds Management
New Zealand
$5.54M
BTI
394
Blue Trust Inc
Georgia
$5.5M +$54.1K +331 +1%
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$5.49M -$90.1K -551 -2%
KF
396
KKM Financial
Illinois
$5.47M +$915K +5,595 +20%
NB
397
Norinchukin Bank
Japan
$5.4M +$44K +269 +0.8%
AI
398
Aperture Investors
New York
$5.38M +$1.58M +9,691 +40%
MFS
399
Mirabella Financial Services
United Kingdom
$5.37M -$1.11M -6,787 -17%
PCM
400
Poehling Capital Management
Wisconsin
$5.37M -$5.5M -33,655 -50%