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 %
MWM
901
Meridian Wealth Management
Kentucky
$1.12M -$28.3K -193 -2%
UFF
902
USA Financial Formulas
Michigan
$1.12M +$189K +1,285 +20%
JSC
903
Jackson Square Capital
California
$1.11M +$235K +1,598 +27%
FC
904
FORA Capital
Florida
$1.11M +$1.11M +7,534 New
ESB
905
Essex Savings Bank
Connecticut
$1.11M +$179K +1,219 +19%
PPW
906
Parcion Private Wealth
Washington
$1.11M +$210K +1,428 +23%
BC
907
Belmont Capital
California
$1.1M +$867K +5,901 +368%
BA
908
Bridgewater Advisors
New York
$1.1M +$1.1M +7,962 New
PCM
909
Piedmont Capital Management
Montana
$1.1M -$19.7K -155 -2%
ANBT
910
American National Bank & Trust
Texas
$1.1M -$16.4K -112 -1%
Empower Advisory Group
911
Empower Advisory Group
Colorado
$1.1M +$32.2K +219 +3%
CIP
912
Convergence Investment Partners
Florida
$1.1M +$1.1M +7,466 New
CFFP
913
Center for Financial Planning
Michigan
$1.09M -$4.41K -30 -0.4%
TFM
914
TFC Financial Management
Massachusetts
$1.09M
CAM
915
Carret Asset Management
New York
$1.09M -$78.1K -532 -7%
CCM
916
Cullen Capital Management
New York
$1.08M -$6.17K -42 -0.6%
FC
917
FCA Corp
Texas
$1.07M +$20.7K +141 +2%
LIA
918
Luken Investment Analytics
Tennessee
$1.06M
LIM
919
Leavell Investment Management
Alabama
$1.06M +$101K +690 +11%
ECM
920
Elgethun Capital Management
South Dakota
$1.06M +$51.7K +352 +5%
MWM
921
MFG Wealth Management
Indiana
$1.06M +$1.06M +7,213 New
WSC
922
Wellington Shields & Co
New York
$1.06M -$42.7K -291 -4%
IHL
923
Investment House LLC
California
$1.05M -$29.4K -200 -3%
MA
924
Montag & Associates
Georgia
$1.05M +$294 +2 +0%
MFIM
925
Mesirow Financial Investment Management
Illinois
$1.05M -$7.49K -51 -0.7%