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 %
RCG
1751
Regatta Capital Group
California
$218K -$11.1K -73 -5%
TM
1752
TigerOak Management
New Mexico
$218K
HWMG
1753
Hurlow Wealth Management Group
Indiana
$217K
PFS
1754
Prospect Financial Services
New York
$217K -$31.4K -206 -13%
RCA
1755
Resonant Capital Advisors
Wisconsin
$216K +$216K +1,416 New
APG
1756
Abacus Planning Group
South Carolina
$215K -$29.1K -191 -12%
NWM
1757
Northwest Wealth Management
Iowa
$215K -$39.4K -259 -15%
MCM
1758
Marathon Capital Management
Maryland
$214K
CWG
1759
Cornerstone Wealth Group
North Carolina
$214K +$214K +1,403 New
RPCA
1760
Running Point Capital Advisors
California
$213K -$11.6K -76 -5%
HP
1761
Holistic Planning
Texas
$213K
MJRIC
1762
Mogy Joel R Investment Counsel
California
$213K
IEFM
1763
IQ EQ Fund Management
Ireland
$213K
NAAA
1764
New Age Alpha Advisors
New York
$213K -$1.17M -7,707 -85%
NAS
1765
NWF Advisory Services
California
$213K -$1.42M -9,351 -87%
SIMC
1766
Squire Investment Management Company
Utah
$212K -$914 -6 -0.4%
G
1767
GenTrust
Florida
$212K -$761 -5 -0.4%
AWM
1768
Avaii Wealth Management
Wisconsin
$212K -$3.04K -20 -1%
C
1769
Certuity
Florida
$212K +$3.96K +26 +2%
ACS
1770
Archford Capital Strategies
Illinois
$211K -$10.2K -67 -5%
OCM
1771
One Capital Management
California
$210K +$210K +1,381 New
PGWM
1772
Parisi Gray Wealth Management
New Jersey
$210K +$210K +1,377 New
QFA
1773
Quantum Financial Advisors
California
$209K +$209K +1,374 New
HWM
1774
Hemington Wealth Management
Virginia
$209K +$5.17K +34 +3%
SFP
1775
Sandbox Financial Partners
Maryland
$208K +$208K +1,368 New