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 %
AB
1051
Atlas Brown
Kentucky
$723K -$913 -6 -0.1%
WG
1052
Wealth Group
North Carolina
$723K -$73.7K -484 -9%
SWM
1053
Sendero Wealth Management
Texas
$723K -$3.81K -25 -0.5%
NWAG
1054
Net Worth Advisory Group
Utah
$723K +$462K +3,034 +177%
RZH
1055
Relyea Zuckerberg Hanson
Connecticut
$722K +$29.5K +194 +4%
BFA
1056
Brendel Financial Advisors
New Hampshire
$719K -$25.4K -167 -3%
AIA
1057
AIMZ Investment Advisors
California
$714K -$7.61K -50 -1%
AFM
1058
Abbot Financial Management
Massachusetts
$712K -$15.2K -100 -2%
AP
1059
Appleton Partners
Massachusetts
$709K +$45.7K +300 +7%
MCM
1060
Manchester Capital Management
Vermont
$706K -$283K -1,857 -29%
BTWM
1061
Brass Tax Wealth Management
Ohio
$706K +$7.46K +49 +1%
AF
1062
Arrow Financial
New York
$703K -$7.61K -50 -1%
FAM
1063
Formidable Asset Management
Ohio
$703K
GCM
1064
G2 Capital Management
Ohio
$701K
TBT
1065
Texas Bank & Trust
Texas
$701K -$7.61K -50 -1%
FHA
1066
Flagship Harbor Advisors
Massachusetts
$700K -$25.9K -170 -4%
TWP
1067
Tyche Wealth Partners
Texas
$697K +$5.79K +38 +0.8%
CAM
1068
Cidel Asset Management
Ontario, Canada
$696K -$113K -740 -14%
HBT
1069
Heartland Bank & Trust
Illinois
$696K -$18.9K -124 -3%
CSB
1070
City State Bank
Iowa
$696K -$8.37K -55 -1%
PK
1071
Pflug Koory
Nebraska
$696K -$1.37K -9 -0.2%
JFA
1072
JNBA Financial Advisors
Minnesota
$693K -$69.6K -457 -9%
CNBTD
1073
Citizens National Bank Trust Department
Mississippi
$689K
NWA
1074
New World Advisors
Massachusetts
$689K +$70K +460 +11%
UFF
1075
USA Financial Formulas
Michigan
$687K -$471K -3,091 -41%