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 %
MHWM
1676
Montz Harcus Wealth Management
Louisiana
$248K +$4.87K +32 +2%
SI
1677
Sava Infond
Slovenia
$247K +$247K +1,625 New
TFA
1678
Transamerica Financial Advisors
Florida
$247K -$105K -689 -30%
EW
1679
Enzi Wealth
Texas
$247K -$312 -2 -0.1%
MEAC
1680
M.E. Allison & Co
Texas
$246K +$246K +1,615 New
VWA
1681
Visionary Wealth Advisors
Illinois
$245K -$1.83K -12 -0.7%
RA
1682
Ruggaard & Associates
Ohio
$245K
CBT
1683
Central Bank & Trust
Kentucky
$245K
RWA
1684
Redhawk Wealth Advisors
Minnesota
$245K +$16.4K +108 +7%
SAM
1685
Simplify Asset Management
Nevada
$244K -$25K -164 -9%
PFM
1686
Patton Fund Management
Texas
$244K +$244K +1,604 New
HIA
1687
HTG Investment Advisors
Connecticut
$244K +$244K +1,603 New
WMA
1688
West Michigan Advisors
Michigan
$243K +$243K +1,596 New
SA
1689
Sovran Advisors
California
$243K +$243K +1,580 New
MSE
1690
MUFG Securities EMEA
United Kingdom
$242K +$242K +1,590 New
FSA
1691
Fort Sheridan Advisors
Illinois
$242K -$30.4K -200 -11%
MFC
1692
Mechanics Financial Corp
Ohio
$242K -$7.61K -50 -3%
HAS
1693
Holland Advisory Services
Florida
$241K +$241K +1,586 New
AFT
1694
Alpha Family Trust
California
$241K
SFS
1695
Summit Financial Strategies
Ohio
$240K +$3.96K +26 +2%
TWM
1696
Trueblood Wealth Management
Ohio
$240K +$15.8K +104 +7%
MF
1697
Montis Financial
Massachusetts
$239K
SCP
1698
Sivia Capital Partners
California
$239K +$239K +1,568 New
TFA
1699
Trinity Financial Advisors
Ohio
$239K
KMWM
1700
Keudell/Morrison Wealth Management
Oregon
$239K -$33.6K -221 -12%