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 %
HFS
1801
Heritage Financial Services
Massachusetts
$202K -$20.4K -134 -9%
JC
1802
JB Capital
Connecticut
$201K +$201K +1,322 New
PFA
1803
Pathway Financial Advisors
Vermont
$201K +$201K +1,320 New
WA
1804
WP Advisors
California
$201K +$201K +1,320 New
HC
1805
Hoese & Co
Minnesota
$201K +$33.3K +219 +20%
AC
1806
AlphaCore Capital
California
$201K +$51.9K +341 +35%
FFA
1807
Founders Financial Alliance
North Carolina
$200K -$43.4K -285 -18%
NLP
1808
Next Level Private
New York
$200K +$200K +1,316 New
GDP
1809
Great Diamond Partners
Maine
$200K +$200K +1,315 New
NRG
1810
Nemes Rush Group
Michigan
$200K -$15.7K -103 -7%
LMKC
1811
L.M. Kohn & Company
Ohio
$200K -$32.3K -212 -14%
B
1812
Birchbrook
Maine
$197K -$1.67K -11 -0.8%
APW
1813
Acima Private Wealth
Virginia
$194K
FDCP
1814
Foster Dykema Cabot & Partners
Massachusetts
$193K
CJH
1815
Christopher J. Hasenberg
Wisconsin
$186K
BWL
1816
Bogart Wealth LLC
Virginia
$184K -$14.3K -94 -7%
MAFA
1817
MJT & Associates Financial Advisory
Minnesota
$180K -$4.57K -30 -2%
BWAM
1818
Boyd Watterson Asset Management
Ohio
$178K
MIA
1819
MeadowBrook Investment Advisors
Michigan
$176K
TIM
1820
Tortoise Investment Management
New York
$176K +$121K +796 +222%
AAG
1821
Armstrong Advisory Group
Massachusetts
$174K +$152 +1 +0.1%
GSWM
1822
Golden State Wealth Management
California
$174K +$79.1K +519 +83%
CSPIA
1823
Cary Street Partners Investment Advisory
Virginia
$172K +$46.7K +307 +37%
RTC
1824
Riverview Trust Company
Washington
$169K -$79.3K -521 -32%
BHWM
1825
Beaird Harris Wealth Management
Texas
$168K +$12.8K +84 +8%