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 %
SFS
1326
Stiles Financial Services
Minnesota
$450K
BWM
1327
Baron Wealth Management
Michigan
$450K +$23.2K +158 +5%
RWM
1328
Revisor Wealth Management
Ohio
$449K +$449K +3,062 New
SHGA
1329
Sand Hill Global Advisors
California
$448K +$29.4K +200 +7%
GWA
1330
Gibson Wealth Advisors
Texas
$448K
JCM
1331
J2 Capital Management
Michigan
$447K -$66.2K -451 -13%
RDWM
1332
Red Door Wealth Management
Tennessee
$447K -$60.8K -414 -12%
JMFC
1333
J.M. Forbes & Co
Massachusetts
$446K -$4.26K -29 -0.9%
AFC
1334
AFT Forsyth & Company
Florida
$445K
RFA
1335
Register Financial Advisors
Georgia
$445K +$294 +2 +0.1%
HCM
1336
Howard Capital Management
Georgia
$444K -$62.1K -423 -12%
AWA
1337
Aaron Wealth Advisors
Illinois
$444K +$27.9K +190 +7%
MWM
1338
Mission Wealth Management
California
$444K -$14.7K -100 -3%
NS
1339
NBC Securities
Alabama
$444K +$444K +3,023 +151,150%
KFI
1340
Key Financial Inc
Pennsylvania
$444K
DO
1341
denkapparat Operations
Germany
$443K -$111K -754 -20%
SPWM
1342
Straight Path Wealth Management
Michigan
$441K -$1.03M -7,000 -70%
TSW
1343
Thompson Siegel & Walmsley
Virginia
$440K -$6.17K -42 -1%
PFSC
1344
Peoples Financial Services Corp
Pennsylvania
$440K
CPSAC
1345
Chas P. Smith & Associates (CPS)
Florida
$440K -$12K -82 -3%
IIC
1346
Integrated Investment Consultants
Michigan
$439K +$439K +2,990 New
MKA
1347
M. Kulyk & Associates
Georgia
$438K
CIC
1348
Crawford Investment Counsel
Georgia
$437K -$66.1K -450 -13%
IF
1349
Intrua Financial
Texas
$437K -$153K -1,044 -26%
BSB
1350
Bangor Savings Bank
Maine
$436K -$44.9K -306 -9%