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 %
EWM
1101
Empirical Wealth Management
Washington
$710K +$390K +2,653 +122%
BOH
1102
Bank of Hawaii
Hawaii
$708K
SCM
1103
Stonebridge Capital Management
California
$708K -$84.4K -575 -11%
RWPA
1104
Richard W. Paul & Associates
Michigan
$708K -$297K -2,021 -30%
CCWM
1105
Cassaday & Co Wealth Management
Virginia
$707K -$25.8K -176 -4%
FBT
1106
First Bankers Trust
Kentucky
$703K -$11.7K -80 -2%
FAM
1107
Formidable Asset Management
Ohio
$703K -$9.99K -68 -1%
CFO
1108
Callan Family Office
Pennsylvania
$702K -$93.8K -639 -12%
AFM
1109
Abbot Financial Management
Massachusetts
$701K
SWM
1110
Sendero Wealth Management
Texas
$701K +$8.52K +58 +1%
FHA
1111
Flagship Harbor Advisors
Massachusetts
$701K +$1.47K +10 +0.2%
AB
1112
Atlas Brown
Kentucky
$699K -$7.34K -50 -1%
WCM
1113
Windsor Capital Management
Arizona
$697K +$697K +4,748 New
AIA
1114
AIMZ Investment Advisors
California
$697K +$14K +95 +2%
EWA
1115
EverSource Wealth Advisors
Alabama
$694K +$105K +718 +18%
ML
1116
McAdam LLC
Pennsylvania
$693K +$12.8K +87 +2%
GWAM
1117
Guardian Wealth Advisors (Minnesota)
Minnesota
$693K -$191K -1,299 -22%
CTB
1118
Country Trust Bank
Illinois
$693K -$41.9K -285 -6%
HBT
1119
Heartland Bank & Trust
Illinois
$690K +$690K +4,697 New
AF
1120
Arrow Financial
New York
$686K -$8.81K -60 -1%
LSPW
1121
Lake Street Private Wealth
Illinois
$685K -$19.8K -135 -3%
TBT
1122
Texas Bank & Trust
Texas
$683K -$36.7K -250 -5%
MBT
1123
Montecito Bank & Trust
California
$680K
CSB
1124
City State Bank
Iowa
$680K +$7.34K +50 +1%
VCP
1125
Verus Capital Partners
Arizona
$678K -$192K -1,308 -22%