2,237 hedge funds and large institutions have $62.7B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 748 increasing their positions, 780 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.14% more ownership

Funds ownership: 70.59%73.73% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 780

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.13B
Puts
$639M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
601
Vestmark Advisory Solutions
Massachusetts
$2.51M
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$2.5M
NPA
603
Nichols & Pratt Advisers
Massachusetts
$2.49M
LPT
604
Legacy Private Trust
Wisconsin
$2.49M
PP
605
Patten & Patten
Tennessee
$2.47M
KCM
606
Kennondale Capital Management
Virginia
$2.46M
NCM
607
NCM Capital Management
New Jersey
$2.46M
GWP
608
Gen-Wealth Partners
Michigan
$2.46M
CA
609
Commerzbank Aktiengesellschaft
Germany
$2.46M
AA
610
ALPS Advisors
Colorado
$2.46M
VF
611
Virtu Financial
New York
$2.45M
CFO
612
Callan Family Office
Pennsylvania
$2.45M
ECM
613
Evergreen Capital Management
Washington
$2.45M
FMWA
614
Forvis Mazars Wealth Advisors
Missouri
$2.45M
MWM
615
Massachusetts Wealth Management
Massachusetts
$2.44M
TYCC
616
Texas Yale Capital Corp
Florida
$2.44M
CNFG
617
Creegan & Nassoura Financial Group
New Hampshire
$2.42M
CT
618
Caldwell Trust
Florida
$2.41M
DWT
619
Dorsey & Whitney Trust
South Dakota
$2.4M
DWA
620
Douglass Winthrop Advisors
New York
$2.4M
RC
621
RBF Capital
California
$2.4M
AG
622
AlTi Global
New York
$2.39M
RPC
623
Rossmore Private Capital
Connecticut
$2.38M
BFO
624
Biltmore Family Office
North Carolina
$2.38M
A
625
AlphaQuest
New York
$2.37M