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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 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
HCM
1851
Hengehold Capital Management
Ohio
$222K
VHAM
1852
Van Hulzen Asset Management
California
$222K +$226K +1,385 New
ACM
1853
Aster Capital Management
United Arab Emirates
$222K +$226K +1,385 New
LWA
1854
Lantern Wealth Advisors
New York
$221K +$226K +1,383 New
OCM
1855
One Capital Management
California
$221K -$16.2K -99 -7%
YCG
1856
Yeomans Consulting Group
Georgia
$221K +$6.7K +41 +3%
AWA
1857
Amplius Wealth Advisors
Pennsylvania
$221K +$225K +1,379 New
QFA
1858
Quantum Financial Advisors
California
$221K +$327 +2 +0.1%
KLI
1859
Kelman-Lazarov Inc
Tennessee
$220K +$7.03K +43 +3%
SPWM
1860
Spartan Planning & Wealth Management
North Carolina
$220K +$2.13K +13 +1%
PFA
1861
Pathway Financial Advisors
Vermont
$219K
CWAF
1862
Core Wealth Advisors (Florida)
Florida
$219K
SFP
1863
Sandbox Financial Partners
Maryland
$219K +$327 +2 +0.1%
GWM
1864
Global Wealth Management
New Jersey
$219K +$223K +1,366 New
IIA
1865
Integral Investment Advisors
California
$219K +$223K +1,365 New
TFS
1866
Thoroughbred Financial Services
Tennessee
$218K +$981 +6 +0.4%
CA
1867
Continuum Advisory
Idaho
$218K +$222K +1,360 New
ZCP
1868
Z3 Capital Partners
Virginia
$217K +$222K +1,357 New
KCIC
1869
Kuhn & Co Investment Counsel
Illinois
$217K
SAM
1870
SP Asset Management
California
$217K -$72.1K -441 -25%
AL
1871
ADE LLC
Maryland
$217K
TPW
1872
TL Private Wealth
Texas
$216K +$214K +1,310 New
SWM
1873
Segment Wealth Management
Texas
$216K +$221K +1,350 New
RMCM
1874
Reynders McVeigh Capital Management
Massachusetts
$216K -$29.8K -182 -12%
AR
1875
Apeiron RIA
Texas
$215K -$22.2K -136 -9%