2,212 hedge funds and large institutions have $62.4B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 739 increasing their positions, 776 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.78% more ownership

Funds ownership: 70.6%73.38% (+2.8%)

5% less repeat investments, than reductions

Existing positions increased: 739 | Existing positions reduced: 776

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
2,212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.13B
Puts
$639M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1301
Regal Investment Advisors
Michigan
$515K
MPCG
1302
Matrix Private Capital Group
New York
$514K
KW
1303
KWB Wealth
California
$513K
AT
1304
Avalon Trust
New Mexico
$512K
BWM
1305
Baron Wealth Management
Michigan
$512K
CIC
1306
Crawford Investment Counsel
Georgia
$512K
SP
1307
Successful Portfolios
Florida
$509K
BIA
1308
Bell Investment Advisors
California
$508K
LL
1309
LPWM LLC
Minnesota
$507K
BAM
1310
Blueshift Asset Management
New Jersey
$504K
4A
1311
4Wealth Advisors
Illinois
$502K
BIG
1312
Brookwood Investment Group
Arizona
$501K
TGAM
1313
TBH Global Asset Management
Tennessee
$500K
SMA
1314
Sage Mountain Advisors
Georgia
$498K
JMFC
1315
J.M. Forbes & Co
Massachusetts
$497K
NERM
1316
New England Research & Management
Illinois
$496K
CAG
1317
Curtis Advisory Group
California
$496K
SAM
1318
Sagewood Asset Management
New York
$495K
SC
1319
Searle & Co
Connecticut
$494K
SCM
1320
SCS Capital Management
Massachusetts
$493K
AWM
1321
Aberdeen Wealth Management
Illinois
$493K
LT
1322
Legacy Trust
Michigan
$492K
SFC
1323
SYM Financial Corp
Indiana
$491K
WA
1324
Waddell & Associates
Tennessee
$490K
BFC
1325
Bedel Financial Consulting
Indiana
$488K