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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
CTA
1301
Colonial Trust Advisors
South Carolina
$528K -$30.1K -184 -5%
IC
1302
Inscription Capital
Texas
$527K +$173K +1,060 +47%
CSC
1303
Caldwell Sutter Capital
California
$525K -$12.6K -77 -2%
YIM
1304
Yoffe Investment Management
Pennsylvania
$521K
TF
1305
Tompkins Financial
New York
$521K
CA
1306
Crewe Advisors
Utah
$520K +$1.47K +9 +0.3%
MMG
1307
Monetary Management Group
Missouri
$520K
WJWM
1308
Williams Jones Wealth Management
New York
$520K +$12.3K +75 +2%
GC
1309
Gibson Capital
Pennsylvania
$519K +$164 +1 +0%
WT
1310
Washington Trust
Rhode Island
$518K +$1.47K +9 +0.3%
CFD
1311
Creative Financial Designs
Indiana
$518K +$327 +2 +0.1%
AFC
1312
AFT Forsyth & Company
Florida
$517K +$32.7K +200 +7%
PCS
1313
Personal CFO Solutions
New Jersey
$517K -$50.5K -309 -9%
WPA
1314
Winning Points Advisors
Florida
$517K +$528K +3,232 New
RIA
1315
Regal Investment Advisors
Michigan
$515K +$32.9K +201 +7%
MPCG
1316
Matrix Private Capital Group
New York
$514K
KW
1317
KWB Wealth
California
$513K +$94.8K +580 +22%
AT
1318
Avalon Trust
New Mexico
$512K -$1.31K -8 -0.2%
BWM
1319
Baron Wealth Management
Michigan
$512K +$83.1K +508 +19%
CIC
1320
Crawford Investment Counsel
Georgia
$512K +$44.2K +270 +9%
SP
1321
Successful Portfolios
Florida
$509K +$98.1K +600 +24%
BIA
1322
Bell Investment Advisors
California
$508K +$6.54K +40 +1%
LL
1323
LPWM LLC
Minnesota
$507K
BAM
1324
Blueshift Asset Management
New Jersey
$504K -$246K -1,507 -32%
4A
1325
4Wealth Advisors
Illinois
$502K -$3.43K -21 -0.7%