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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
27.52%
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
FG
1826
Foster Group
Iowa
$231K +$236K +1,444 New
CFG
1827
Carter Financial Group
Illinois
$230K -$4.91K -30 -2%
CCG
1828
Coastwise Capital Group
California
$230K +$981 +6 +0.4%
LC
1829
Landaas & Company
Wisconsin
$229K
RIA
1830
Richwood Investment Advisors
Ohio
$229K
PPG
1831
Peak Planning Group
Colorado
$229K +$234K +1,432 New
WCA
1832
Whetstone Capital Advisors
Kansas
$229K -$9.81K -60 -4%
TM
1833
TigerOak Management
New Mexico
$229K
OPA
1834
Old Port Advisors
Maine
$229K +$234K +1,430 New
MFC
1835
Mechanics Financial Corp
Ohio
$229K -$26.2K -160 -10%
EL
1836
EWA LLC
Pennsylvania
$228K +$233K +1,425 New
NAAA
1837
New Age Alpha Advisors
New York
$228K
NB
1838
Nicolet Bankshares
Wisconsin
$227K +$232K +1,418 New
JPWM
1839
Jamison Private Wealth Management
Georgia
$227K -$9.81K -60 -4%
LWM
1840
LeConte Wealth Management
Tennessee
$227K -$17.8K -109 -7%
SIMC
1841
Squire Investment Management Company
Utah
$227K +$2.78K +17 +1%
FSA
1842
Fort Sheridan Advisors
Illinois
$225K +$4.09K +25 +2%
MCM
1843
Marathon Capital Management
Maryland
$225K
BCFD
1844
Boit C.F. David
$225K
WFA
1845
Wellspring Financial Advisors
Ohio
$225K +$229K +1,403 New
RPCA
1846
Running Point Capital Advisors
California
$224K
ACS
1847
Archford Capital Strategies
Illinois
$223K -$3.6K -22 -2%
VFG
1848
V2 Financial group
Illinois
$223K +$228K +1,392 New
MWA
1849
Medallion Wealth Advisors
Connecticut
$222K
RCG
1850
Regatta Capital Group
California
$222K