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 %
CAG
1601
Centerpoint Advisory Group
Kansas
$282K
SCM
1602
Sunbeam Capital Management
Georgia
$281K -$3.67K -25 -1%
HFRG
1603
Houlihan Financial Resource Group
Virginia
$281K -$5.73K -39 -2%
HI
1604
Hudock Inc
Pennsylvania
$279K -$1.02M -6,928 -78%
NRI
1605
NFP Retirement Inc
California
$279K -$105K -717 -27%
SBIA
1606
Sheaff Brock Investment Advisors
Indiana
$278K -$78.4K -534 -22%
NI
1607
Nuance Investments
Missouri
$277K -$85.8M -584,071 -100%
OBWG
1608
Onyx Bridge Wealth Group
New York
$275K +$15.4K +105 +6%
AG
1609
Advocate Group
Minnesota
$275K
PWM
1610
PBMares Wealth Management
Virginia
$274K -$4.11K -28 -1%
MADFP
1611
Michael A Dubis Financial Planning
Wisconsin
$274K
SM
1612
Sweeney & Michel
California
$274K +$274K +2,155 New
FB
1613
First Bancorp
Maine
$274K +$39.1K +266 +17%
ESBC
1614
E.S. Barr & Co
Kentucky
$272K -$22K -150 -7%
ACA
1615
Affinity Capital Advisors
California
$272K +$272 +2 +0.1%
Jones Financial Companies
1616
Jones Financial Companies
Missouri
$272K -$142K -972 -34%
GC
1617
Gibson Capital
Pennsylvania
$272K +$1.32K +9 +0.5%
FFA
1618
Fi3 Financial Advisors
Indiana
$270K +$270K +1,841 New
OAM
1619
Oxford Asset Management
United Kingdom
$270K +$270K +1,838 New
HCP
1620
Hardin Capital Partners
South Carolina
$270K -$26.4K -180 -9%
PWPS
1621
Pinnacle Wealth Planning Services
Ohio
$269K +$12.2K +83 +5%
FCP
1622
Fidelis Capital Partners
Florida
$269K +$66.7K +486 +33%
WGAM
1623
Wilkinson Global Asset Management
New York
$269K
KA
1624
KLCM Advisors
Wisconsin
$269K -$881 -6 -0.3%
CCG
1625
Coastwise Capital Group
California
$269K -$458K -3,116 -63%