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2,262 hedge funds and large institutions have $62.8B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 753 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 277 | 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: 2,1272,262 (+135)

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
+135
Holders Change %
+6.35%
% 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
277
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
TFA
1776
Trinity Financial Advisors
Ohio
$251K
CCMG
1777
Clark Capital Management Group
Pennsylvania
$251K +$42.8K +262 +20%
BM
1778
Berman McAleer
Maryland
$251K -$6.54K -40 -2%
FFWM
1779
Future Financial Wealth Management
Ohio
$250K
KFAS
1780
Keating Financial Advisory Services
Kansas
$250K +$255K +1,559 New
CA
1781
Cambridge Advisors
Nebraska
$249K
GCM
1782
Gambit Capital Management
Tennessee
$249K +$254K +1,554 New
MW
1783
Marble Wealth
Alabama
$248K +$254K +1,551 New
WC
1784
Whitney & Co
New York
$248K +$254K +1,551 New
MWM
1785
Maimon Wealth Management
Israel
$248K +$253K +1,550 New
BBA
1786
Braun-Bostich & Associates
Pennsylvania
$248K -$35.5K -217 -12%
BWS
1787
Buck Wealth Strategies
Colorado
$248K -$21.6K -132 -8%
PWA
1788
Physician Wealth Advisors
Utah
$247K +$6.54K +40 +3%
FFG
1789
Floyd Financial Group
Missouri
$247K -$1.8K -11 -0.7%
CWG
1790
Cornerstone Wealth Group
North Carolina
$247K -$5.4K -33 -2%
COCM
1791
Charter Oak Capital Management
New Hampshire
$246K +$34.2K +209 +16%
MFWP
1792
Mosaic Family Wealth Partners
Missouri
$246K -$12.1K -74 -5%
HNB
1793
Hilltop National Bank
Wyoming
$246K -$24K -147 -9%
C
1794
Certuity
Florida
$244K +$13.2K +81 +6%
GSWM
1795
Golden State Wealth Management
California
$243K +$39.6K +242 +19%
BOS
1796
Bank of Stockton
California
$243K +$249K +1,520 New
HP
1797
Holistic Planning
Texas
$243K +$2.78K +17 +1%
NS
1798
NBC Securities
Alabama
$243K -$2.94K -18 -1%
AAM
1799
Alphadyne Asset Management
New York
$243K +$121K +740 +95%
SA
1800
Sicart Associates
New York
$242K