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 %
OPTFSNA
1301
Old Point Trust & Financial Services N A
Virginia
$474K -$11K -75 -2%
BFC
1302
Bedel Financial Consulting
Indiana
$474K
AT
1303
Avalon Trust
New Mexico
$472K +$2.5K +17 +0.5%
LP
1304
LMR Partners
United Kingdom
$472K +$186K +1,268 +65%
MPCG
1305
Matrix Private Capital Group
New York
$471K
AIM
1306
Allen Investment Management
New York
$470K
VCM
1307
Violich Capital Management
California
$469K
SSW
1308
Smith Shellnut Wilson
Mississippi
$467K -$9.55K -65 -2%
WJWM
1309
Williams Jones Wealth Management
New York
$467K
NERM
1310
New England Research & Management
Illinois
$466K -$36.8K -250 -7%
AO
1311
Advisor OS
Illinois
$465K +$113K +769 +32%
CJ
1312
Caitlin John
Michigan
$464K -$173K -1,179 -27%
PAM
1313
Peak Asset Management
Colorado
$464K
LWCFA
1314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K +$438K +3,216 +1,838%
FFM
1315
Forum Financial Management
Illinois
$460K -$5.58K -38 -1%
CA
1316
Claro Advisors
Massachusetts
$459K +$21.3K +145 +5%
SCM
1317
SCS Capital Management
Massachusetts
$458K +$458K +3,121 New
BFS
1318
Bard Financial Services
Connecticut
$458K
SWP
1319
Summit Wealth Partners
Florida
$458K +$147 +1 +0%
APW
1320
Austin Private Wealth
Texas
$457K +$19.7K +134 +4%
ATC
1321
Adirondack Trust Company
New York
$457K -$21.1K -144 -4%
LSV Asset Management
1322
LSV Asset Management
Illinois
$455K -$807K -5,500 -64%
TFO
1323
Tarbox Family Office
California
$452K
WIC
1324
Woodmont Investment Counsel
Tennessee
$452K
GHA
1325
GW Henssler & Associates
Georgia
$452K +$49.5K +337 +12%