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 %
KWM
2001
Kiker Wealth Management
Georgia
$27.3K +$27.3K +186 New
MDA
2002
Minot DeBlois Advisors
Massachusetts
$27.2K
CWM
2003
Centricity Wealth Management
Ohio
$26.1K
CFS
2004
CGC Financial Services
Oregon
$26.1K
AWM
2005
Abound Wealth Management
Tennessee
$25.4K -$6.9K -47 -21%
HIW
2006
Holos Integrated Wealth
Pennsylvania
$25.3K -$3.23K -22 -11%
SO
2007
Sierra Ocean
California
$25.1K
AEPWM
2008
Atlantic Edge Private Wealth Management
Florida
$25K
RDFA
2009
Ritter Daniher Financial Advisory
Ohio
$24.5K
BFPW
2010
BOK Financial Private Wealth
Colorado
$24.4K
DFC
2011
DB Fitzpatrick & Co
Idaho
$24.2K
SNB
2012
Security National Bank
Nebraska
$23.5K
SL
2013
Salomon & Ludwin
Virginia
$23.5K
PWMG
2014
Private Wealth Management Group
New Jersey
$23.2K +$17.6K +120 +316%
AF
2015
Abound Financial
California
$23.2K +$23.2K +158 New
WCM
2016
Winthrop Capital Management
Indiana
$23K -$297 -2 -1%
AWM
2017
Activest Wealth Management
Florida
$22.2K +$15.3K +104 +221%
APW
2018
Atlantic Private Wealth
North Carolina
$22K -$7.34K -50 -25%
RWS
2019
Retirement Wealth Solutions
Wisconsin
$21.6K
RAM
2020
Riggs Asset Management
Pennsylvania
$21.4K
NECFA
2021
New England Capital Financial Advisors
Connecticut
$21.3K
WWM
2022
Wolff Wiese Magana
California
$21.3K
TFGT
2023
TS Financial Group (TSFG)
Illinois
$20K
T
2024
Transce3nd
Texas
$20K -$61.2K -417 -75%
RF
2025
Roxbury Financial
New Jersey
$19.7K +$155 +1 +0.8%