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 %
FPWM
1626
FSB Premier Wealth Management
Iowa
$269K +$147 +1 +0.1%
NAS
1627
Nicolet Advisory Services
Wisconsin
$268K +$268K +2,012 New
TWM
1628
TSA Wealth Management
Texas
$267K +$2.5K +17 +0.9%
RWP
1629
Ridgecrest Wealth Partners
California
$267K
PA
1630
Procyon Advisors
Connecticut
$266K +$266K +1,811 New
BIAS
1631
Beacon Investment Advisory Services
New Jersey
$266K -$76.2K -519 -22%
EGWAG
1632
Elwood & Goetz Wealth Advisory Group
Georgia
$266K +$14.7K +100 +6%
CGL
1633
Clarius Group LLC
Washington
$265K +$14.8K +101 +6%
MFWP
1634
Mosaic Family Wealth Partners
Missouri
$265K
BWFA
1635
Baltimore-Washington Financial Advisors
Maryland
$265K -$4.85K -33 -2%
GD
1636
Grandfield & Dodd
New York
$265K -$55.1K -375 -17%
HZ
1637
Hixon Zuercher
Ohio
$264K
IWN
1638
Independent Wealth Network
Iowa
$264K
CH
1639
Cromwell Holdings
Wyoming
$263K
WGC
1640
Watts Gwilliam & Co
Arizona
$263K -$28.6K -195 -10%
PWM
1641
Palacios Wealth Management
Florida
$263K -$3.97K -27 -1%
FSA
1642
Fort Sheridan Advisors
Illinois
$263K -$88.1K -600 -25%
KMWM
1643
Keudell/Morrison Wealth Management
Oregon
$263K -$18.4K -125 -7%
NG
1644
Northstar Group
New York
$262K +$262K +1,787 New
PCP
1645
Proficio Capital Partners
Massachusetts
$261K +$31.6K +215 +14%
SAM
1646
SP Asset Management
California
$261K -$86.5K -589 -25%
AIM
1647
Anchor Investment Management
South Carolina
$261K +$28.8K +196 +12%
CFA
1648
CWS Financial Advisors
Michigan
$261K
LCM
1649
LCM Capital Management
Illinois
$261K -$3.53K -24 -1%
MIC
1650
Means Investment Company
Maine
$260K +$294 +2 +0.1%