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 %
NEWAS
1226
N.E.W. Advisory Services
Wisconsin
$548K +$124K +841 +29%
SWM
1227
Spire Wealth Management
Virginia
$548K +$35.4K +241 +7%
FGA
1228
Fortis Group Advisors
New Jersey
$548K +$62.3K +424 +13%
FFS
1229
Founders Financial Securities
Maryland
$547K +$212K +1,536 +63%
FAIM
1230
Financial Advocates Investment Management
Washington
$546K -$231K -1,571 -30%
ACG
1231
Allen Capital Group
Nebraska
$545K -$4.11K -28 -0.7%
CTA
1232
Colonial Trust Advisors
South Carolina
$543K -$4.55K -31 -0.8%
JGUA
1233
John G. Ullman & Associates
New York
$543K
BCB
1234
Brian C. Broderick
$543K
TA
1235
Tectonic Advisors
Texas
$543K +$543K +3,695 New
GIA
1236
Gateway Investment Advisers
Ohio
$542K -$895K -6,091 -62%
SRC
1237
Shufro Rose & Co
New York
$541K
TCM
1238
Teza Capital Management
Illinois
$540K -$804K -5,473 -60%
ZIG
1239
Zullo Investment Group
Pennsylvania
$540K -$122K -828 -18%
FG
1240
Fiduciary Group
Georgia
$540K -$23.9K -163 -4%
CI
1241
CX Institutional
Indiana
$538K +$6.46K +44 +1%
CSC
1242
Caldwell Sutter Capital
California
$537K -$61.4K -418 -10%
JEST
1243
JTC Employer Solutions Trustee
Jersey
$531K
OC
1244
Oakworth Capital
Alabama
$530K +$43.3K +295 +9%
GLLW
1245
Graves Light Lenhart Wealth
Virginia
$530K +$734 +5 +0.1%
JSW
1246
Journey Strategic Wealth
New Jersey
$530K +$32.3K +220 +6%
SGC
1247
Slocum, Gordon & Co
Rhode Island
$529K -$1.56M -10,608 -75%
ZIG
1248
Zuckerman Investment Group
Illinois
$529K
WIM
1249
Warwick Investment Management
Texas
$525K +$11.7K +80 +2%
WAS
1250
Winch Advisory Services
Wisconsin
$524K +$147 +1 +0%