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 %
CIA
1101
Cladis Investment Advisory
Montana
$655K +$305K +2,000 +87%
QWP
1102
Quotient Wealth Partners
Texas
$652K +$62.6K +411 +11%
BFIM
1103
Beese Fulmer Investment Management
Ohio
$652K +$142K +935 +28%
NPFS
1104
Novak & Powell Financial Services
Florida
$652K -$22.8K -150 -3%
CL
1105
CSS LLC
Illinois
$652K +$426K +2,800 +189%
CFO
1106
CVA Family Office
Colorado
$651K -$28.5K -187 -4%
TAM
1107
Trillium Asset Management
Massachusetts
$649K -$15.2K -100 -2%
PIA
1108
Perennial Investment Advisors
California
$646K -$1.22K -8 -0.2%
ACP
1109
Aviance Capital Partners
Florida
$645K
RWPA
1110
Richard W. Paul & Associates
Michigan
$642K -$91.2K -599 -12%
FCCM
1111
First City Capital Management
Georgia
$641K -$2.28K -15 -0.4%
SRC
1112
Stone Run Capital
New York
$638K
BWP
1113
BlueStem Wealth Partners
Minnesota
$637K -$103K -675 -14%
VCM
1114
Viewpoint Capital Management
Washington
$633K
VCWA
1115
Vanguard Capital Wealth Advisors
Colorado
$633K +$633K +4,155 New
VCM
1116
Voleon Capital Management
California
$632K +$632K +4,154 New
MA
1117
MONECO Advisors
Connecticut
$632K +$31.7K +208 +5%
SW
1118
SVB Wealth
Massachusetts
$630K -$2.03M -13,365 -76%
FFB
1119
First Financial Bankshares
Texas
$630K +$630K +4,135 New
LC
1120
LCNB Corp
Ohio
$629K
RMDI
1121
R.M. Davis Inc
Maine
$629K -$38.1K -250 -6%
CFD
1122
Creative Financial Designs
Indiana
$629K +$1.22K +8 +0.2%
FA
1123
Fiduciary Alliance
South Carolina
$628K +$53.4K +351 +9%
PCS
1124
Personal CFO Solutions
New Jersey
$628K +$181K +1,191 +41%
MC
1125
Mathes Company
New York
$628K