2,107 hedge funds and large institutions have $59.7B invested in 3M in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 644 increasing their positions, 892 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
28.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.34%
New
170
Increased
644
Reduced
892
Closed
146
Calls
$1.76B
Puts
$831M
Net Calls
+$934M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
751
Pinnacle Associates
New York
$1.47M -$30.1K -198 -2%
AF
752
Affiance Financial
Minnesota
$1.46M -$48.6K -319 -3%
GC
753
Grimes & Company
Massachusetts
$1.46M +$60K +394 +4%
JJBC
754
James J. Burns & Company
New York
$1.46M +$457 +3 +0%
NB
755
NBT Bank
New York
$1.46M -$26.3K -173 -2%
PCA
756
Peddock Capital Advisors
Massachusetts
$1.46M +$32.4K +213 +2%
PWP
757
Private Wealth Partners
California
$1.45M
EM
758
Excalibur Management
Massachusetts
$1.45M -$58.6K -385 -4%
WC
759
Westhampton Capital
North Carolina
$1.45M -$30.3K -199 -2%
MIM
760
Miller Investment Management
Pennsylvania
$1.44M
HKAM
761
Horizon Kinetics Asset Management
New York
$1.44M
VFA
762
Valeo Financial Advisors
Indiana
$1.44M -$81.8K -537 -5%
BHWM
763
Bar Harbor Wealth Management
New Hampshire
$1.44M -$27.4K -180 -2%
LNWWM
764
Laird Norton Wetherby Wealth Management
California
$1.43M +$1.43M +9,403 New
VSQM
765
V-Square Quantitative Management
Illinois
$1.43M -$7.92K -52 -0.6%
MWM
766
Modern Wealth Management
Kansas
$1.43M +$21.9K +144 +2%
SL
767
Sentry LLC
Tennessee
$1.42M -$8.68K -57 -0.6%
ALAM
768
Asahi Life Asset Management
Japan
$1.42M +$66.1K +434 +5%
SW
769
Simplicity Wealth
New Jersey
$1.41M +$671K +4,408 +91%
VVP
770
Venture Visionary Partners
Ohio
$1.41M -$278K -1,825 -16%
MIP
771
Marietta Investment Partners
Wisconsin
$1.4M
CAG
772
Crestwood Advisors Group
Massachusetts
$1.4M +$5.48K +36 +0.4%
LIA
773
LS Investment Advisors
Michigan
$1.4M
Dodge & Cox
774
Dodge & Cox
California
$1.39M -$7.61K -50 -0.5%
PTC
775
Private Trust Company
Ohio
$1.39M +$38.7K +254 +3%