2,122 hedge funds and large institutions have $55.9B invested in 3M in 2025 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 675 increasing their positions, 863 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+10
Holders Change %
+0.47%
% of All Funds
28.82%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.45%
New
197
Increased
675
Reduced
863
Closed
146
Calls
$1.95B
Puts
$1.04B
Net Calls
+$908M
Net Calls Change
+$351M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWA
1926
Sarver Vrooman Wealth Advisors
Missouri
$62.6K +$62.6K +426 New
JWA
1927
JFS Wealth Advisors
Pennsylvania
$62.5K -$2.79K -19 -4%
VWA
1928
VSM Wealth Advisory
Maryland
$62.5K +$62.5K +426 New
BWM
1929
Bernard Wealth Management
Michigan
$62K +$2.35K +16 +4%
DAM
1930
Delta Asset Management
Tennessee
$61.1K
GEA
1931
Glen Eagle Advisors
New Jersey
$59.8K -$29.5K -201 -33%
PWMG
1932
Prestige Wealth Management Group
New Jersey
$59.6K
CMA
1933
Cedar Mountain Advisors
Oregon
$59.3K
ACA
1934
American Capital Advisory
Idaho
$59.2K +$735 +5 +1%
VFM
1935
Vision Financial Markets
Connecticut
$58.7K
SC
1936
Steph & Co
Wisconsin
$58.7K
WTFG
1937
Wood Tarver Financial Group
Idaho
$57.4K -$16.4K -112 -22%
GP
1938
Greenline Partners
New York
$56.4K
CCM
1939
Cloud Capital Management
Washington
$56K +$56K +387 New
MS
1940
Mizuho Securities
Japan
$55.8K +$55.8K +380 New
BFP
1941
Briaud Financial Planning
Texas
$55K
T
1942
Tidemark
California
$54.1K +$5.29K +36 +11%
BGWM
1943
Bridge Generations Wealth Management
Florida
$52.7K +$52.7K +359 New
TIM
1944
Tortoise Investment Management
New York
$52.6K
BBPWM
1945
Blue Bell Private Wealth Management
Pennsylvania
$52K
SWIM
1946
Smallwood Wealth Investment Management
New Jersey
$51.8K +$51.8K +353 New
VWA
1947
Valued Wealth Advisors
Utah
$51.8K +$294 +2 +0.6%
DF
1948
Dunhill Financial
United Kingdom
$50.6K -$1.61K -11 -3%
BGAI
1949
Bruce G. Allen Investments
Colorado
$50.4K +$10.7K +73 +27%
MWM
1950
Mascoma Wealth Management
New Hampshire
$50.1K