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 %
CMAI
951
Capital Management Associates Inc
Minnesota
$902K -$102K -668 -10%
EF
952
Exeter Financial
Arizona
$897K -$148K -969 -14%
AIM
953
Acropolis Investment Management
Missouri
$893K -$2.44K -16 -0.3%
HCM
954
Howland Capital Management
Massachusetts
$891K
1IA
955
1834 Investment Advisors
Wisconsin
$890K -$44.3K -291 -5%
TCA
956
Transcend Capital Advisors
New Jersey
$889K -$1M -6,581 -53%
VA
957
Valmark Advisers
Ohio
$885K +$84.8K +557 +11%
MSS
958
Mitchell Sinkler & Starr
Pennsylvania
$884K -$2.84M -18,631 -76%
SLWA
959
San Luis Wealth Advisors
California
$884K -$103K -675 -10%
DFCM
960
Dark Forest Capital Management
Puerto Rico
$883K +$883K +5,801 New
SVWAG
961
Sound View Wealth Advisors Group
Georgia
$883K +$2.28K +15 +0.3%
HFAS
962
Hummer Financial Advisory Services
Illinois
$881K
SAI
963
Savvy Advisors Inc
New York
$879K +$302K +1,982 +52%
AWM
964
Aries Wealth Management
Maine
$875K
RSWM
965
Robertson Stephens Wealth Management
California
$867K +$83.4K +548 +11%
CCA
966
Checchi Capital Advisers
California
$865K -$61.4K -403 -7%
PPWP
967
Premier Path Wealth Partners
New Jersey
$859K +$90.9K +597 +12%
CAC
968
Core Alternative Capital
Georgia
$858K +$37.1K +244 +5%
FIA
969
Foundations Investment Advisors
Arizona
$856K -$2.63M -17,291 -75%
VAS
970
Vestmark Advisory Solutions
Massachusetts
$853K +$853K +5,603 New
IPW
971
Impact Partnership Wealth
Georgia
$850K +$850K +5,583 New
RI
972
Ridgewood Investments
New Jersey
$848K -$15.5K -102 -2%
CWM
973
Cahaba Wealth Management
Georgia
$848K -$1.83K -12 -0.2%
FWM
974
Forza Wealth Management
Florida
$847K +$31.7K +208 +4%
VDI
975
Vaughan David Investments
Illinois
$847K +$83.4K +548 +11%