2,107 hedge funds and large institutions have $59.7B invested in 3M in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 644 increasing their positions, 892 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
28.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.34%
New
170
Increased
644
Reduced
892
Closed
146
Calls
$1.76B
Puts
$831M
Net Calls
+$934M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1976
Cape Investment Advisory
Georgia
$30.2K -$12.3K -81 -29%
CPG
1977
Cornerstone Planning Group
New Jersey
$29.9K -$7.35K -49 -20%
PSB
1978
Piscataqua Savings Bank
New Hampshire
$29.5K
Loomis, Sayles & Company
1979
Loomis, Sayles & Company
Massachusetts
$29.4K -$121K -797 -81%
KFP
1980
Keener Financial Planning
Texas
$29K
GC
1981
GFG Capital
Florida
$28K +$28K +184 New
CWM
1982
Centricity Wealth Management
Ohio
$27.1K
CFS
1983
CGC Financial Services
Oregon
$27.1K
HIW
1984
Holos Integrated Wealth
Pennsylvania
$26.4K
SO
1985
Sierra Ocean
California
$26K
AEPWM
1986
Atlantic Edge Private Wealth Management
Florida
$25.9K
BFPW
1987
BOK Financial Private Wealth
Colorado
$25.3K
AWM
1988
Abound Wealth Management
Tennessee
$25.3K -$1.07K -7 -4%
DFC
1989
DB Fitzpatrick & Co
Idaho
$25.1K
KWM
1990
Kiker Wealth Management
Georgia
$24.8K -$3.49K -23 -12%
SNB
1991
Security National Bank
Nebraska
$24.4K
PFG
1992
Putney Financial Group
California
$24.4K +$20.6K +135 +540%
PWMG
1993
Private Wealth Management Group
New Jersey
$24.1K
IA
1994
IFS Advisors
Kansas
$24.1K -$60.9K -400 -72%
WCM
1995
Winthrop Capital Management
Indiana
$24K
MDA
1996
Minot DeBlois Advisors
Massachusetts
$22.8K -$5.33K -35 -19%
APW
1997
Atlantic Private Wealth
North Carolina
$22.8K
RWS
1998
Retirement Wealth Solutions
Wisconsin
$22.4K
RAM
1999
Riggs Asset Management
Pennsylvania
$22.2K
NECFA
2000
New England Capital Financial Advisors
Connecticut
$22.1K