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2,261 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: 2,1272,261 (+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
2,261
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
IWN
1901
Independent Wealth Network
Iowa
$206K -$4.91K -30 -2%
3F
1902
360 Financial
Minnesota
$206K +$210K +1,285 New
LAM
1903
LECAP Asset Management
United Kingdom
$206K +$210K +1,285 New
FWP
1904
Falcon Wealth Planning
California
$206K +$210K +1,284 New
AWS
1905
Arkfeld Wealth Strategies
Nebraska
$206K +$206K +1,262 New
CWM
1906
Core Wealth Management
Florida
$205K +$209K +1,281 New
GGS
1907
Galvin Gaustad & Stein
Arizona
$205K +$209K +1,280 New
EWS
1908
Eagle Wealth Strategies
New Jersey
$205K +$209K +1,278 New
PFGIA
1909
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$209K +1,278 New
SFWC
1910
Strategic Family Wealth Counselors
New Jersey
$205K
PWM
1911
Palumbo Wealth Management
New York
$203K +$208K +1,270 New
APW
1912
Aurora Private Wealth
New Jersey
$203K +$208K +1,269 New
PAA
1913
Peregrine Asset Advisers
Oregon
$203K +$207K +1,267 New
FAC
1914
Financial Advisory Corporation
Michigan
$203K +$207K +1,266 New
PGWM
1915
Parisi Gray Wealth Management
New Jersey
$202K +$206K +1,262 New
ES
1916
Element Squared
Minnesota
$202K +$206K +1,262 New
SCM
1917
SOL Capital Management
Maryland
$202K +$206K +1,260 New
QCIG
1918
Quad-Cities Investment Group
Iowa
$202K -$13.2K -81 -6%
TWM
1919
Thryve Wealth Management
Texas
$202K +$206K +1,260 New
CSPIA
1920
Cary Street Partners Investment Advisory
Virginia
$202K +$2.13K +13 +1%
VCM
1921
Versant Capital Management
Arizona
$201K +$11.3K +69 +6%
TP
1922
TritonPoint Partners
Maryland
$201K +$206K +1,257 New
RWP
1923
Revolve Wealth Partners
New Jersey
$201K +$205K +1,255 New
MAFA
1924
MJT & Associates Financial Advisory
Minnesota
$201K
TWM
1925
TriaGen Wealth Management
California
$201K +$205K +1,254 New