2,114 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, 645 increasing their positions, 897 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 2,1242,114 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

28% less repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 897

Holders
2,114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76B
Puts
$831M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1701
Summit Financial Strategies
Ohio
$240K
TWM
1702
Trueblood Wealth Management
Ohio
$240K
MF
1703
Montis Financial
Massachusetts
$239K
SCP
1704
Sivia Capital Partners
California
$239K
TFA
1705
Trinity Financial Advisors
Ohio
$239K
KMWM
1706
Keudell/Morrison Wealth Management
Oregon
$239K
OL
1707
Optas LLC
Texas
$238K
AWA
1708
Amplius Wealth Advisors
Pennsylvania
$237K
CA
1709
Cambridge Advisors
Nebraska
$237K
Jones Financial Companies
1710
Jones Financial Companies
Missouri
$237K
AF
1711
Apexium Financial
Texas
$236K
ACI
1712
Alpha Cubed Investments
California
$235K
LIG
1713
Lokken Investment Group
Delaware
$234K
BFG
1714
Beacon Financial Group
Texas
$234K
RMCM
1715
Reynders McVeigh Capital Management
Massachusetts
$233K
IWN
1716
Independent Wealth Network
Iowa
$233K
HNW
1717
High Note Wealth
Minnesota
$232K
IHWM
1718
Iron Horse Wealth Management
Iowa
$231K
FWA
1719
Flagship Wealth Advisors
Massachusetts
$231K
FWP
1720
FAS Wealth Partners
Kansas
$231K
CAS
1721
Coppell Advisory Solutions
Texas
$231K
SA
1722
Sicart Associates
New York
$230K
GFP
1723
Gryphon Financial Partners
Ohio
$230K
AAP
1724
Arax Advisory Partners
Colorado
$230K
NG
1725
Northstar Group
New York
$229K