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 %
FFWA
1026
FRG Family Wealth Advisors
Washington
$815K
VIP
1027
Vista Investment Partners
Oklahoma
$814K +$53.3K +363 +7%
JIP
1028
Jaffetilchin Investment Partners
Florida
$813K +$117K +799 +17%
CP
1029
Camelot Portfolios
Ohio
$808K -$51.1K -348 -6%
AssetMark Inc
1030
AssetMark Inc
California
$806K +$634K +4,316 +368%
SB
1031
Strategic Blueprint
Georgia
$806K -$17.8K -121 -2%
CI
1032
Cigna Investments
Connecticut
$806K -$21.9K -149 -3%
KCFA
1033
Key Client Fiduciary Advisors
New Jersey
$805K -$14.7K -100 -2%
RPCONE
1034
Retirement Planning Company of New England
Rhode Island
$805K -$55.2K -376 -6%
SWP
1035
Sagespring Wealth Partners
Tennessee
$804K +$232K +1,578 +41%
FRA
1036
Frank Rimerman Advisors
California
$802K +$51.3K +349 +7%
PIM
1037
Progressive Investment Management
Oregon
$801K -$52.9K -360 -6%
CI
1038
Conning Inc
Connecticut
$795K +$274K +1,868 +53%
KB
1039
Kimelman & Baird
New York
$793K
CAC
1040
Core Alternative Capital
Georgia
$792K -$3.08K -21 -0.4%
NG
1041
Norden Group
Utah
$792K +$333K +2,268 +73%
TPWM
1042
Twelve Points Wealth Management
Massachusetts
$790K -$42.4K -289 -5%
SAM
1043
Shell Asset Management
Netherlands
$788K -$27.6K -188 -3%
BCFD
1044
Boit C.F. David
$787K -$147K -1,000 -16%
FWM
1045
Forza Wealth Management
Florida
$787K +$1.32K +9 +0.2%
SCTC
1046
Sanibel Captiva Trust Company
Florida
$786K -$226K -1,540 -22%
DAS
1047
Dynamic Advisor Solutions
Arizona
$786K +$786K +5,350 New
PBK
1048
Peoples Bank (Kansas)
Kansas
$786K
IWA
1049
IVC Wealth Advisors
Pennsylvania
$786K -$7.05K -48 -0.9%
AG
1050
Ascent Group
Virginia
$784K +$222K +1,514 +40%