2,238 hedge funds and large institutions have $62.7B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 748 increasing their positions, 780 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.14% more ownership

Funds ownership: 70.59%73.73% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 780

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,238
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.13B
Puts
$639M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1751
Ponta Wealth Partners
Florida
$254K
OL
1752
OneFund LLC
Florida
$253K
CP
1753
Canopy Partners
Ohio
$253K
AOWM
1754
Asset One Wealth Management
Washington
$253K
AFT
1755
Alpha Family Trust
California
$253K
SFS
1756
Summit Financial Strategies
Ohio
$253K
PE
1757
PCM Encore
Colorado
$253K
WA
1758
Wealth Architects
California
$252K
FWA
1759
Flagship Wealth Advisors
Massachusetts
$252K
TCM
1760
Triumph Capital Management
Colorado
$251K
LCM
1761
LCM Capital Management
Illinois
$251K
TFA
1762
Trinity Financial Advisors
Ohio
$251K
CCMG
1763
Clark Capital Management Group
Pennsylvania
$251K
BM
1764
Berman McAleer
Maryland
$251K
FFWM
1765
Future Financial Wealth Management
Ohio
$250K
KFAS
1766
Keating Financial Advisory Services
Kansas
$250K
CA
1767
Cambridge Advisors
Nebraska
$249K
GCM
1768
Gambit Capital Management
Tennessee
$249K
MW
1769
Marble Wealth
Alabama
$248K
WC
1770
Whitney & Co
New York
$248K
BBA
1771
Braun-Bostich & Associates
Pennsylvania
$248K
BWS
1772
Buck Wealth Strategies
Colorado
$248K
PWA
1773
Physician Wealth Advisors
Utah
$247K
FFG
1774
Floyd Financial Group
Missouri
$247K
CWG
1775
Cornerstone Wealth Group
North Carolina
$247K