2,122 hedge funds and large institutions have $55.9B invested in 3M in 2025 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 675 increasing their positions, 863 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+10
Holders Change %
+0.47%
% of All Funds
28.82%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.45%
New
197
Increased
675
Reduced
863
Closed
146
Calls
$1.95B
Puts
$1.04B
Net Calls
+$908M
Net Calls Change
+$351M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
676
Geneos Wealth Management
Colorado
$1.95M +$1.3M +8,841 +200%
PIM
677
Penobscot Investment Management
Massachusetts
$1.94M +$97.4K +663 +5%
BC
678
Burney Company
Virginia
$1.94M -$16.7K -114 -0.9%
MCM
679
Mill Capital Management
North Carolina
$1.94M -$147 -1 -0%
AWM
680
Aegis Wealth Management
Maryland
$1.92M +$648K +4,411 +51%
GIM
681
Grassi Investment Management
California
$1.92M
WIA
682
World Investment Advisors
California
$1.92M -$41.3K -281 -2%
SAW
683
Signal Advisors Wealth
Michigan
$1.92M -$59.9K -408 -3%
ClearBridge Investments
684
ClearBridge Investments
New York
$1.92M +$44.1K +300 +2%
A
685
Allianz
Germany
$1.91M -$468K -3,187 -20%
RPC
686
Rossmore Private Capital
Connecticut
$1.91M -$453K -3,085 -19%
IAN
687
Integrated Advisors Network
Texas
$1.9M +$2.5K +17 +0.1%
AG
688
AIA Group
Hong Kong
$1.9M +$1.6M +10,893 +536%
MG
689
Mather Group
Illinois
$1.87M +$1.69M +11,506 +930%
EW
690
Evoke Wealth
California
$1.85M +$62.4K +425 +3%
WWM
691
Western Wealth Management
Colorado
$1.85M -$52.6K -358 -3%
FNBTCON
692
First National Bank & Trust Co of Newtown
Pennsylvania
$1.84M -$83.9K -571 -4%
KFS
693
Keynote Financial Services
Connecticut
$1.83M
Two Sigma Investments
694
Two Sigma Investments
New York
$1.83M +$3.67K +25 +0.2%
BCM
695
Brookstone Capital Management
Illinois
$1.83M -$170K -1,159 -9%
PFP
696
Pinnacle Financial Partners
Tennessee
$1.83M +$4.3K +31 +0.2%
WPC
697
Waters Parkerson & Co
Louisiana
$1.83M
Bessemer Group
698
Bessemer Group
New Jersey
$1.83M -$1.97M -13,392 -52%
TCA
699
Transcend Capital Advisors
New Jersey
$1.82M -$80.3K -547 -4%
BFO
700
Boston Family Office
Massachusetts
$1.82M