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 %
WIA
1526
Westbourne Investment Advisors
Maryland
$308K
MSA
1527
Marino Stram & Associates
Massachusetts
$305K -$6.09K -40 -2%
IC
1528
Inscription Capital
Texas
$305K -$25.9K -170 -8%
NEWAS
1529
N.E.W. Advisory Services
Wisconsin
$305K -$263K -1,730 -46%
ACA
1530
Affinity Capital Advisors
California
$305K
PWM
1531
Partnership Wealth Management
Maryland
$304K
WCM
1532
Winebrenner Capital Management
Kentucky
$304K
TIP
1533
Torray Investment Partners
Maryland
$304K
SIC
1534
Schwartz Investment Counsel
Michigan
$304K
TWP
1535
Total Wealth Planning
Ohio
$304K +$304K +2,000 New
BOTPPF
1536
Board of the Pension Protection Fund
United Kingdom
$304K +$304K +2,000 New
LCM
1537
Liberty Capital Management
Michigan
$302K
WA
1538
Waddell & Associates
Tennessee
$302K +$302K +1,982 New
FNWA
1539
Financial Network Wealth Advisors
Utah
$301K
BFA
1540
Beaumont Financial Advisors
Massachusetts
$301K -$3.96K -26 -1%
KFS
1541
Kaizen Financial Strategies
California
$301K +$457 +3 +0.2%
VCM
1542
Vivaldi Capital Management
Illinois
$301K -$3.65K -24 -1%
FC
1543
Fairscale Capital
New Hampshire
$300K +$13.7K +92 +5%
WCG
1544
Weaver Consulting Group
California
$300K +$304 +2 +0.1%
SDWIA
1545
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$300K -$30.3K -199 -9%
PWM
1546
PBMares Wealth Management
Virginia
$300K +$15.2K +100 +5%
CT
1547
Clearstead Trust
Maine
$300K +$30.1K +198 +11%
MKC
1548
M. Kraus & Co
Vermont
$299K -$107K -700 -26%
SB
1549
Simmons Bank
Arkansas
$296K
EBA
1550
Eagle Bay Advisors
New York
$296K -$761 -5 -0.3%