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 %
WA
1251
WealthTrust Axiom
Pennsylvania
$499K
QPWM
1252
Quadrant Private Wealth Management
Pennsylvania
$498K -$32.3K -212 -6%
PIM
1253
Plato Investment Management
Australia
$498K -$779K -5,135 -61%
PFA
1254
Pure Financial Advisors
California
$497K +$58.3K +383 +13%
JIC
1255
Joel Isaacson & Co
New York
$496K +$304 +2 +0.1%
YIM
1256
Yoffe Investment Management
Pennsylvania
$495K +$152 +1 +0%
MMG
1257
Monetary Management Group
Missouri
$495K
SOS
1258
Silver Oak Securities
Tennessee
$494K -$107K -705 -18%
APW
1259
Austin Private Wealth
Texas
$494K +$20.2K +133 +4%
CA
1260
Crewe Advisors
Utah
$494K
TIM
1261
Tevis Investment Management
Texas
$490K -$413K -2,716 -46%
MPCG
1262
Matrix Private Capital Group
New York
$489K
AT
1263
Avalon Trust
New Mexico
$487K -$2.59K -17 -0.5%
AIM
1264
Allen Investment Management
New York
$487K
CWAG
1265
Compton Wealth Advisory Group
Virginia
$485K +$485K +3,184 New
WJWM
1266
Williams Jones Wealth Management
New York
$483K -$304 -2 -0.1%
LL
1267
LPWM LLC
Minnesota
$482K +$142K +933 +42%
CAM
1268
Claret Asset Management
Quebec, Canada
$482K -$19K -125 -4%
TF
1269
Tompkins Financial
New York
$481K -$203K -1,336 -30%
PAM
1270
Peak Asset Management
Colorado
$481K
BIA
1271
Bell Investment Advisors
California
$481K -$173K -1,139 -26%
LCS
1272
Levin Capital Strategies
New York
$480K +$480K +3,150 New
4A
1273
4Wealth Advisors
Illinois
$478K -$35K -230 -7%
MSWM
1274
McGlone Suttner Wealth Management
Wisconsin
$473K +$24.2K +159 +5%
BAM
1275
Blueshift Asset Management
New Jersey
$473K +$473K +3,107 New