We are live on ! Find out more

2,262 hedge funds and large institutions have $62.8B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 753 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 97

76% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $639M

8% more capital invested

Capital invested by funds: $58.4B → $62.8B (+$4.4B)

6% more funds holding

Funds holding: 2,1282,262 (+134)

3.17% more ownership

Funds ownership: 70.7%73.87% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 782

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,262
Holders Change
+134
Holders Change %
+6.3%
% of All Funds
27.51%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.28%
New
276
Increased
753
Reduced
782
Closed
97
Calls
$1.13B
Puts
$639M
Net Calls
+$489M
Net Calls Change
+$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FPL
1276
Fortress Private Ledger
North Carolina
$552K -$19.9K -122 -3%
PB
1277
Pinnacle Bancorp
Nebraska
$548K -$3.27K -20 -0.6%
WA
1278
Wealth Alliance
New York
$548K -$7.68K -47 -1%
EB
1279
Exchange Bank
California
$545K
HAM
1280
Harmony Asset Management
Arizona
$545K
AAIM
1281
Asset Advisors Investment Management
Georgia
$544K
CA
1282
Cullinan Associates
Kentucky
$544K
UB
1283
Umpqua Bank
Oregon
$544K
EGA
1284
Eagle Global Advisors
Texas
$544K
CFO
1285
Cambient Family Office
Michigan
$543K +$555K +3,394 New
SCP
1286
Sivia Capital Partners
California
$541K +$288K +1,761 +109%
CIG
1287
Cairn Investment Group
Washington
$540K
UBV
1288
United Bank (Virginia)
Virginia
$539K
MFS
1289
Miller Financial Services
Michigan
$538K -$13.6K -83 -2%
WBC
1290
Westpac Banking Corp
Australia
$538K -$49.9K -305 -8%
BDFN
1291
Bond & Devick Financial Network
Minnesota
$538K
HWMO
1292
Heritage Wealth Management (Ohio)
Ohio
$536K -$23.5K -144 -4%
JWM
1293
Jeppson Wealth Management
California
$536K
SWM
1294
Spire Wealth Management
Virginia
$534K +$98.4K +602 +22%
RCYC
1295
Richard C. Young & Co
Rhode Island
$532K -$327 -2 -0.1%
FA
1296
Fiduciary Alliance
South Carolina
$531K -$20.3K -124 -4%
FWM
1297
Forteris Wealth Management
New York
$530K +$542K +3,312 New
SIAP
1298
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$528K
PIM
1299
Plato Investment Management
Australia
$528K
AMBIA
1300
Allen Mooney & Barnes Investment Advisors
Georgia
$528K -$327 -2 -0.1%