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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
BIG
1326
Brookwood Investment Group
Arizona
$501K -$27.5K -168 -5%
TGAM
1327
TBH Global Asset Management
Tennessee
$500K +$13.2K +81 +3%
RCAG
1328
Rehmann Capital Advisory Group
Michigan
$500K -$39.4K -241 -7%
SMA
1329
Sage Mountain Advisors
Georgia
$498K +$37.3K +228 +8%
JMFC
1330
J.M. Forbes & Co
Massachusetts
$497K +$10.5K +64 +2%
NERM
1331
New England Research & Management
Illinois
$496K -$40.9K -250 -7%
CAG
1332
Curtis Advisory Group
California
$496K
PF
1333
Prota Financial
Texas
$496K +$507K +3,099 New
SAM
1334
Sagewood Asset Management
New York
$495K +$506K +3,092 New
SC
1335
Searle & Co
Connecticut
$494K +$29.6K +181 +6%
SCM
1336
SCS Capital Management
Massachusetts
$493K +$28K +171 +6%
AWM
1337
Aberdeen Wealth Management
Illinois
$493K
LT
1338
Legacy Trust
Michigan
$492K +$40.9K +250 +9%
SFC
1339
SYM Financial Corp
Indiana
$491K +$16.5K +101 +3%
WA
1340
Waddell & Associates
Tennessee
$490K +$132K +805 +36%
BFC
1341
Bedel Financial Consulting
Indiana
$488K -$59.5K -364 -11%
TFO
1342
Tarbox Family Office
California
$487K -$6.7K -41 -1%
WS
1343
Wilian Securities
Minnesota
$486K +$497K +3,038 New
WWMP
1344
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$485K +$495K +3,028 New
CPSAC
1345
Chas P. Smith & Associates (CPS)
Florida
$483K +$133K +816 +37%
DO
1346
denkapparat Operations
Germany
$483K
PCMM
1347
Piedmont Capital Management (Montana)
Montana
$483K
FFM
1348
Forum Financial Management
Illinois
$481K -$164 -1 -0%
LWCFA
1349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$481K
KFI
1350
Key Financial Inc
Pennsylvania
$481K -$8.18K -50 -2%