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 %
WH
1551
Willner & Heller
California
$296K -$385K -2,527 -57%
GWMR
1552
GC Wealth Management RIA
Massachusetts
$296K +$296K +1,942 New
MCCA
1553
Mill Creek Capital Advisors
Pennsylvania
$295K -$3.2K -21 -1%
SWGC
1554
Summit Wealth Group (Colorado)
Colorado
$295K +$295K +1,937 New
JCM
1555
Janney Capital Management
Pennsylvania
$294K
RWP
1556
Ridgecrest Wealth Partners
California
$294K +$17.1K +112 +6%
BMA
1557
Brooks Moore & Associates
Tennessee
$293K
JWBC
1558
J.W. Burns & Co
New York
$293K
CAG
1559
Csenge Advisory Group
Florida
$293K +$64.4K +434 +28%
COCM
1560
Charter Oak Capital Management
New Hampshire
$293K +$82.4K +541 +39%
HWA
1561
Heritage Wealth Architects
Minnesota
$292K
CAG
1562
Centerpoint Advisory Group
Kansas
$292K
TCOTS
1563
Trust Company of the South
North Carolina
$292K
PL
1564
Perpetual Ltd
Australia
$291K -$881K -5,789 -75%
CB
1565
CNB Bank
Pennsylvania
$291K -$44K -289 -13%
CRIG
1566
Charter Research & Investment Group
Connecticut
$291K -$8.83K -58 -3%
ICP
1567
Impact Capital Partners
Colorado
$289K -$29.2K -192 -9%
HI
1568
Hudock Inc
Pennsylvania
$289K +$152 +1 +0.1%
CCM
1569
Chilton Capital Management
Texas
$289K +$45.7K +300 +19%
BWS
1570
Buck Wealth Strategies
Colorado
$289K +$289K +1,899 New
RMAM
1571
Raab & Moskowitz Asset Management
New Jersey
$288K -$15.2K -100 -5%
HNB
1572
Hilltop National Bank
Wyoming
$288K +$288K +1,893 New
RMF
1573
Red Mountain Financial
Colorado
$288K -$76.6K -503 -21%
THCM
1574
Taylor Hoffman Capital Management
Virginia
$287K -$22.5K -148 -7%
TWM
1575
TSA Wealth Management
Texas
$287K +$9.9K +65 +4%