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2,153 hedge funds and large institutions have $55.8B invested in 3M in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 653 increasing their positions, 921 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

31% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 206

33% less call options, than puts

Call options by funds: $488M | Put options by funds: $732M

Holders
2,153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$488M
Puts
$732M
Net Calls
Net Calls Change

Top Buyers

1 +$562M
2 +$557M
3 +$327M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
UBS Group
UBS Group
Switzerland
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
2001
Caitlin John
Michigan
$26.5K
AEPWM
2002
Atlantic Edge Private Wealth Management
Florida
$26.1K
CWM
2003
Cranbrook Wealth Management
Michigan
$26K
FFO
2004
Fortitude Family Office
Arizona
$25.9K
MWPCG
2005
Measured Wealth Private Client Group
New Hampshire
$25K
BFPW
2006
BOK Financial Private Wealth
Colorado
$24.1K
DFC
2007
DB Fitzpatrick & Co
Idaho
$24K
KAS
2008
Kemnay Advisory Services
New York
$23.7K
AF
2009
Align Financial
Minnesota
$23.2K
SNB
2010
Security National Bank
Nebraska
$23.2K
PWMG
2011
Private Wealth Management Group
New Jersey
$22.9K
IA
2012
IFS Advisors
Kansas
$22.9K
AT
2013
Arlington Trust
Alabama
$22.5K
HFM
2014
Harvest Fund Management
China
$22K
AW
2015
Avion Wealth
Texas
$22K
APW
2016
Atlantic Private Wealth
North Carolina
$21.8K
FGA
2017
Fortis Group Advisors
New Jersey
$21.8K
MDA
2018
Minot DeBlois Advisors
Massachusetts
$21.8K
PWM
2019
Peck Wealth Management
New York
$21.8K
NECFA
2020
New England Capital Financial Advisors
Connecticut
$21.1K
FFL
2021
Financial Freedom LLC
Ohio
$21.1K
BH
2022
Burk Holdings
Oklahoma
$20.2K
TFG
2023
Team Financial Group
California
$20K
TFGT
2024
TS Financial Group (TSFG)
Illinois
$20K
PAI
2025
Pittenger & Anderson Inc
Nebraska
$19.9K