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 %
SMWM
1376
Silvia McColl Wealth Management
California
$416K
OA
1377
Oxbow Advisors
Texas
$415K -$3.23K -22 -0.8%
DLA
1378
Douglas Lane & Associates
New York
$415K -$29.1K -198 -7%
DFG
1379
Dupree Financial Group
Kentucky
$412K -$3.67M -24,985 -90%
LWL
1380
Leo Wealth LLC
Texas
$410K -$8.81K -60 -2%
KRW
1381
Kaufman Rossin Wealth
Florida
$409K +$409K +2,783 New
WA
1382
WBH Advisory
Maryland
$409K -$36.6K -249 -8%
QC
1383
Quent Capital
New York
$408K +$159K +1,084 +64%
SAM
1384
Smartleaf Asset Management
Massachusetts
$407K +$53.2K +367 +15%
WAM
1385
Weatherly Asset Management
California
$406K
GS
1386
GTS Securities
New York
$405K +$93.8K +639 +30%
HCM
1387
Hollencrest Capital Management
California
$404K +$130K +887 +48%
ADMI
1388
Albert D. Mason Inc
Massachusetts
$403K
SWM
1389
Silverlake Wealth Management
Vermont
$402K
EFSCE
1390
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$1.47K +10 +0.4%
WGCA
1391
Wolf Group Capital Advisors
Virginia
$400K +$400K +2,725 New
SCI
1392
Silver Coast Investments
United States
$400K -$57.4K -391 -13%
IWM
1393
Integris Wealth Management
California
$400K
BAM
1394
Berkshire Asset Management
Pennsylvania
$400K +$27.7K +197 +7%
GAB
1395
German American Bancorp
Indiana
$399K -$46K -313 -10%
CCM
1396
Cox Capital Management
Massachusetts
$397K
MA
1397
MBA Advisors
Pennsylvania
$396K +$14.2K +97 +4%
ZAM
1398
Zevin Asset Management
Massachusetts
$396K -$882 -6 -0.2%
Los Angeles Capital Management
1399
Los Angeles Capital Management
California
$396K -$22.3K -152 -5%
GFG
1400
Goldstone Financial Group
Illinois
$395K +$395K +2,692 New