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2,262 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: 2,1282,262 (+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
2,262
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
HAI
551
Hennessy Advisors Inc
California
$3.01M -$49.1K -300 -2%
MC
552
Moors & Cabot
Massachusetts
$3.01M -$48.6K -297 -2%
BTW
553
Boston Trust Walden
Massachusetts
$3M -$6.7K -41 -0.2%
MCM
554
Mengis Capital Management
Oregon
$3M -$1.8K -11 -0.1%
BP
555
Ballentine Partners
Massachusetts
$2.98M -$36.1K -221 -1%
EF
556
Empirical Finance
Pennsylvania
$2.98M -$134K -819 -4%
KFP
557
KMG Fiduciary Partners
Ohio
$2.98M +$36.1K +221 +1%
WAOTB
558
Wealth Advisors of Tampa Bay
Florida
$2.97M +$27.8K +170 +0.9%
CBA
559
Coastal Bridge Advisors
Connecticut
$2.97M +$117K +716 +4%
CRC
560
Curi RMB Capital
Illinois
$2.95M +$427K +2,614 +17%
GI
561
GAMMA Investing
California
$2.94M +$151K +924 +5%
OIA
562
OneDigital Investment Advisors
Kansas
$2.94M +$153K +937 +5%
PNC
563
Park National Corp
Ohio
$2.91M +$25.5K +156 +0.9%
SIC
564
Shoker Investment Counsel
Ohio
$2.91M -$818 -5 -0%
TMAM
565
Tokio Marine Asset Management
Japan
$2.89M +$8.18K +50 +0.3%
LJHT
566
Laurie J. Hall Trustee
$2.89M -$52.3K -320 -2%
GRP
567
Global Retirement Partners
California
$2.88M +$1.12M +6,852 +61%
SPC
568
Sigma Planning Corp
Michigan
$2.85M +$59K +361 +2%
WA1
569
Wimmer Associates 1
California
$2.84M -$54.3K -332 -2%
IFG
570
Independent Financial Group
California
$2.81M -$992K -6,068 -26%
VF
571
Vest Financial
Virginia
$2.8M +$548K +3,351 +24%
RWB
572
RMR Wealth Builders
New Jersey
$2.79M +$344K +2,103 +14%
FFA
573
Farther Finance Advisors
California
$2.79M +$611K +3,734 +27%
CS
574
Cannell & Spears
New York
$2.79M
ORG
575
Optimist Retirement Group
Washington
$2.78M -$12.9K -79 -0.5%