2,212 hedge funds and large institutions have $62.4B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 739 increasing their positions, 776 reducing their positions, and 96 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:

2.78% more ownership

Funds ownership: 70.6%73.38% (+2.8%)

5% less repeat investments, than reductions

Existing positions increased: 739 | Existing positions reduced: 776

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
2,212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
KLI
1826
Kelman-Lazarov Inc
Tennessee
$220K
SPWM
1827
Spartan Planning & Wealth Management
North Carolina
$220K
PFA
1828
Pathway Financial Advisors
Vermont
$219K
CWAF
1829
Core Wealth Advisors (Florida)
Florida
$219K
SFP
1830
Sandbox Financial Partners
Maryland
$219K
GWM
1831
Global Wealth Management
New Jersey
$219K
IIA
1832
Integral Investment Advisors
California
$219K
TFS
1833
Thoroughbred Financial Services
Tennessee
$218K
CA
1834
Continuum Advisory
Idaho
$218K
KCIC
1835
Kuhn & Co Investment Counsel
Illinois
$217K
SAM
1836
SP Asset Management
California
$217K
AL
1837
ADE LLC
Maryland
$217K
TPW
1838
TL Private Wealth
Texas
$216K
SWM
1839
Segment Wealth Management
Texas
$216K
RMCM
1840
Reynders McVeigh Capital Management
Massachusetts
$216K
AR
1841
Apeiron RIA
Texas
$215K
SCM
1842
Silvant Capital Management
Georgia
$215K
TWM
1843
Thrive Wealth Management
Pennsylvania
$215K
NLP
1844
Next Level Private
New York
$214K
JC
1845
JB Capital
Connecticut
$214K
FFA
1846
Founders Financial Alliance
North Carolina
$214K
RWI
1847
Red Wave Investments
Pennsylvania
$214K
AGC
1848
Aspen Grove Capital
Colorado
$213K
AAM
1849
Auxier Asset Management
Oregon
$213K
HNWAG
1850
High Net Worth Advisory Group
Florida
$212K