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 %
WI
1501
Westbourne Investments
Virginia
$320K +$320K +2,100 New
CFIA
1502
Cantor Fitzgerald Investment Advisors
New York
$319K
HIA
1503
Harbor Investment Advisory
Maryland
$318K
SW
1504
SkyOak Wealth
Michigan
$318K +$609 +4 +0.2%
BMCM
1505
Burns Matteson Capital Management
New York
$317K -$2.44K -16 -0.8%
TA
1506
TFG Advisers
Michigan
$317K +$1.07K +7 +0.3%
THL
1507
Tillman Hartley LLC
Colorado
$317K
BBA
1508
Braun-Bostich & Associates
Pennsylvania
$315K -$1.83K -12 -0.6%
GSF
1509
Grove Street Fiduciary
New Hampshire
$315K
GWM
1510
Greenwich Wealth Management
Connecticut
$315K -$24K -158 -7%
MIM
1511
Morningstar Investment Management
Illinois
$315K +$315K +2,070 New
ISFAN
1512
Investor's Fiduciary Advisor Network
Washington
$315K +$315K +2,073 New
AFA
1513
AA Financial Advisors
Ohio
$315K -$255K -1,678 -45%
BWFA
1514
Baltimore-Washington Financial Advisors
Maryland
$315K +$40.2K +264 +15%
CFG
1515
Carter Financial Group
Illinois
$313K +$313K +2,068 New
FCP
1516
Fidelis Capital Partners
Florida
$313K +$17.3K +115 +6%
CH
1517
Canton Hathaway
Rhode Island
$312K
PC
1518
Prairiewood Capital
North Dakota
$311K
WAM
1519
WNY Asset Management
New York
$310K +$1.83K +12 +0.6%
AC
1520
Apella Capital
Connecticut
$309K +$309K +2,037 New
RCWM
1521
Royal Capital Wealth Management
Indiana
$309K -$2.59K -17 -0.8%
LP
1522
LMR Partners
United Kingdom
$309K -$180K -1,181 -37%
FCM
1523
Fourpath Capital Management
Oklahoma
$308K -$152 -1 -0%
BTC
1524
Bank & Trust Company
Illinois
$308K -$79.3K -521 -20%
JPWM
1525
Jamison Private Wealth Management
Georgia
$308K -$4.11K -27 -1%