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 %
CF
1726
Claris Financial
Virginia
$234K
CWM
1727
Centurion Wealth Management
Virginia
$232K
SC
1728
Savoie Capital
Illinois
$232K
AFT
1729
Alpha Family Trust
California
$232K
HTHT
1730
Hemenway Trust Hemenway Trust
New Hampshire
$232K
MF
1731
Montis Financial
Massachusetts
$231K -$5.58K -38 -2%
IC
1732
Inscription Capital
Texas
$231K +$231K +2,174 New
MMPW
1733
Mitchell McLeod Pugh & Williams
Alabama
$230K -$3.38K -23 -1%
WWC
1734
Waypoint Wealth Counsel
Georgia
$228K +$228K +1,555 New
CA
1735
Cambridge Advisors
Nebraska
$228K
SFS
1736
Summit Financial Strategies
Ohio
$228K
MCI
1737
MRP Capital Investments
Georgia
$228K
HNW
1738
High Note Wealth
Minnesota
$227K
LIG
1739
Lokken Investment Group
Delaware
$227K -$7.93K -54 -3%
BIG
1740
Brookwood Investment Group
Arizona
$227K +$227K +1,545 New
MFGM
1741
Marshall Financial Group (Maryland)
Maryland
$226K +$226K +1,541 New
SIM
1742
Sentry Investment Management
Wisconsin
$226K -$67.5K -525 -23%
DAS
1743
Diversify Advisory Services
Utah
$226K +$226K +1,630 New
PA
1744
Perennial Advisors
New York
$225K +$225K +1,532 New
LMKC
1745
L.M. Kohn & Company
Ohio
$224K -$8.08K -55 -3%
SWM
1746
Sagace Wealth Management
Florida
$223K +$223K +1,521 New
IHWM
1747
Iron Horse Wealth Management
Iowa
$223K
FWA
1748
Flagship Wealth Advisors
Massachusetts
$223K
MWA
1749
Meridian Wealth Advisors
Texas
$223K +$223K +1,517 New
LSWP
1750
Liberty Square Wealth Partners
Pennsylvania
$222K