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 %
OL
1701
Optas LLC
Texas
$238K +$22.7K +149 +11%
AWA
1702
Amplius Wealth Advisors
Pennsylvania
$237K +$237K +1,555 New
CA
1703
Cambridge Advisors
Nebraska
$237K
Jones Financial Companies
1704
Jones Financial Companies
Missouri
$237K -$46.9K -308 -17%
AF
1705
Apexium Financial
Texas
$236K -$8.22K -54 -3%
ACI
1706
Alpha Cubed Investments
California
$235K +$7.61K +50 +3%
LIG
1707
Lokken Investment Group
Delaware
$234K -$1.07K -7 -0.5%
BFG
1708
Beacon Financial Group
Texas
$234K +$6.24K +41 +3%
RMCM
1709
Reynders McVeigh Capital Management
Massachusetts
$233K -$16.2K -106 -6%
IWN
1710
Independent Wealth Network
Iowa
$233K -$40.7K -267 -15%
HNW
1711
High Note Wealth
Minnesota
$232K -$3.65K -24 -2%
IHWM
1712
Iron Horse Wealth Management
Iowa
$231K
FWA
1713
Flagship Wealth Advisors
Massachusetts
$231K
FWP
1714
FAS Wealth Partners
Kansas
$231K -$85.5K -562 -27%
CAS
1715
Coppell Advisory Solutions
Texas
$231K +$231K +1,519 New
SA
1716
Sicart Associates
New York
$230K +$230K +1,513 New
GFP
1717
Gryphon Financial Partners
Ohio
$230K +$230K +1,513 New
AAP
1718
Arax Advisory Partners
Colorado
$230K -$29.5K -194 -11%
NG
1719
Northstar Group
New York
$229K -$43.1K -283 -16%
FFG
1720
Floyd Financial Group
Missouri
$229K
CFCI
1721
Comprehensive Financial Consultants Institutional
Indiana
$229K
CCM
1722
Copeland Capital Management
Pennsylvania
$228K
ACM
1723
Armbruster Capital Management
New York
$228K
AA
1724
AF Advisors
California
$228K
PFGIA
1725
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$11.7K +77 +5%