2,107 hedge funds and large institutions have $59.7B invested in 3M in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 644 increasing their positions, 892 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
28.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.34%
New
170
Increased
644
Reduced
892
Closed
146
Calls
$1.76B
Puts
$831M
Net Calls
+$934M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ECAM
1376
East Coast Asset Management
Massachusetts
$393K
AWM
1377
Ariadne Wealth Management
California
$393K -$46.3K -289 -11%
DFG
1378
Dupree Financial Group
Kentucky
$393K -$34.4K -226 -8%
AMIM
1379
Aull & Monroe Investment Management
Alabama
$392K -$11.4K -75 -3%
JWM
1380
JGP Wealth Management
Oregon
$390K +$15.2K +100 +4%
BT
1381
Banque Transatlantique
France
$390K
WFI
1382
West Family Investments
California
$390K +$135K +885 +53%
PA
1383
Probity Advisors
Texas
$389K -$913 -6 -0.2%
AFGAS
1384
Allegiance Financial Group Advisory Services
Virginia
$389K +$3.65K +24 +0.9%
EAM
1385
Eukles Asset Management
Ohio
$387K -$21.2K -139 -5%
USB
1386
Union Savings Bank
Connecticut
$387K
SFC
1387
Strategic Financial Concepts
Texas
$386K +$163K +1,073 +73%
SIG
1388
Sargent Investment Group
Maryland
$385K +$1.51K +10 +0.4%
SP
1389
Successful Portfolios
Florida
$385K -$152 -1 -0%
DTC
1390
Davidson Trust Company
Washington
$384K -$3.81K -25 -1%
SFS
1391
Stiles Financial Services
Minnesota
$384K -$83K -545 -18%
KW
1392
KWB Wealth
California
$384K -$31.9K -217 -8%
FFA
1393
Fragasso Financial Advisors
Pennsylvania
$381K +$16.7K +110 +5%
LFA
1394
Legacy Financial Advisors
Kentucky
$381K -$1.09M -7,158 -74%
FI
1395
Fractal Investments
Connecticut
$381K
BHC
1396
Bowen Hanes & Co
Florida
$380K
JRFS
1397
James Reed Financial Services
Ohio
$380K
WTFG
1398
Wells Trecaso Financial Group
Ohio
$379K
SC
1399
Sawyer & Company
Massachusetts
$376K
BPWM
1400
Badgley Phelps Wealth Managers
Washington
$375K