We are live on ! Find out more

2,262 hedge funds and large institutions have $62.8B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 753 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 97

76% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $639M

8% more capital invested

Capital invested by funds: $58.4B → $62.8B (+$4.4B)

6% more funds holding

Funds holding: 2,1282,262 (+134)

3.17% more ownership

Funds ownership: 70.7%73.87% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 782

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,262
Holders Change
+134
Holders Change %
+6.3%
% of All Funds
27.51%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.28%
New
276
Increased
753
Reduced
782
Closed
97
Calls
$1.13B
Puts
$639M
Net Calls
+$489M
Net Calls Change
+$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1751
West Michigan Advisors
Michigan
$256K -$1.31K -8 -0.5%
HZ
1752
Hixon Zuercher
Ohio
$256K -$49.1K -300 -16%
RA
1753
Ruggaard & Associates
Ohio
$256K
NWM
1754
Northwest Wealth Management
Iowa
$256K +$20.8K +127 +9%
GM
1755
GeoWealth Management
Illinois
$256K -$64.1K -392 -20%
IIL
1756
Income Insurance Ltd
$255K +$261K +1,595 New
TWM
1757
Trueblood Wealth Management
Ohio
$255K
HAG
1758
HF Advisory Group
Maryland
$255K -$33.7K -206 -11%
VBFP
1759
Valtinson Bruner Financial Planning
Minnesota
$255K +$260K +1,591 New
RFG
1760
RFP Financial Group
Georgia
$255K +$39.1K +239 +18%
GSC
1761
Ground Swell Capital
South Carolina
$254K +$260K +1,589 New
BFG
1762
Beacon Financial Group
Texas
$254K +$4.91K +30 +2%
HAS
1763
Holland Advisory Services
Florida
$254K
HFRG
1764
Houlihan Financial Resource Group
Virginia
$254K +$266K +1,624 New
PWP
1765
Ponta Wealth Partners
Florida
$254K +$259K +1,585 New
OL
1766
OneFund LLC
Florida
$253K +$14.2K +87 +6%
CP
1767
Canopy Partners
Ohio
$253K +$28.8K +176 +13%
AOWM
1768
Asset One Wealth Management
Washington
$253K +$270K +1,649 New
AFT
1769
Alpha Family Trust
California
$253K
SFS
1770
Summit Financial Strategies
Ohio
$253K
PE
1771
PCM Encore
Colorado
$253K +$258K +1,579 New
WA
1772
Wealth Architects
California
$252K -$27.8K -170 -10%
FWA
1773
Flagship Wealth Advisors
Massachusetts
$252K +$49.1K +300 +24%
TCM
1774
Triumph Capital Management
Colorado
$251K +$654 +4 +0.3%
LCM
1775
LCM Capital Management
Illinois
$251K -$33.2K -203 -11%