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 %
LW
1726
Linscomb Wealth
Texas
$228K +$16.7K +110 +8%
LCM
1727
Laurion Capital Management
New York
$228K +$228K +1,495 New
SWM
1728
Stockman Wealth Management
Montana
$227K +$227K +1,489 New
FPCP
1729
Fort Point Capital Partners
California
$226K -$162K -1,066 -42%
WG
1730
Welch Group
Alabama
$225K +$225K +1,481 New
AR
1731
Apeiron RIA
Texas
$225K -$19.3K -127 -8%
HA
1732
HC Advisors
Georgia
$225K +$305 +2 +0.1%
CWM
1733
Connecticut Wealth Management
Connecticut
$225K
WAM
1734
Wakefield Asset Management
Colorado
$225K +$225K +1,475 New
BAS
1735
Brueske Advisory Services
Washington
$224K +$152 +1 +0.1%
PWM
1736
Palumbo Wealth Management
New York
$224K -$24.2K -159 -10%
RFP
1737
Root Financial Partners
California
$223K +$223K +1,465 New
TCM
1738
Triumph Capital Management
Colorado
$223K -$4.42K -29 -2%
O3W
1739
Omni 360 Wealth
New Jersey
$222K -$25.1K -165 -10%
HSWM
1740
Hubbell Strickland Wealth Management
Louisiana
$222K
HDIM
1741
Hanson & Doremus Investment Management
Vermont
$222K +$30.4K +200 +16%
TC
1742
Trilogy Capital
California
$221K +$221K +1,454 New
CWMP
1743
Clarion Wealth Managment Partners
Virginia
$221K +$221K +1,452 New
PA
1744
Perennial Advisors
New York
$221K -$12.3K -81 -5%
PWM
1745
Penobscot Wealth Management
Maine
$220K +$304 +2 +0.1%
PWA
1746
Physician Wealth Advisors
Utah
$220K +$9.29K +61 +4%
CAL
1747
Capital Advisors Ltd
Ohio
$220K -$26.5K -174 -11%
OL
1748
OneFund LLC
Florida
$220K -$1.37K -9 -0.6%
MNBTD
1749
Moody National Bank Trust Division
Texas
$219K +$219K +1,440 New
WRPWM
1750
Werba Rubin Papier Wealth Management
California
$218K +$218K +1,433 New