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 %
WWM
2001
Wolff Wiese Magana
California
$22.1K
AW
2002
Avion Wealth
Texas
$22K +$3.27K +22 +17%
WIM
2003
Westside Investment Management
California
$21K +$16.3K +106 +342%
TFGT
2004
TS Financial Group (TSFG)
Illinois
$21K
TFG
2005
Team Financial Group
California
$20.7K +$20.7K +136 New
PC
2006
Promus Capital
Illinois
$20K
RF
2007
Roxbury Financial
New Jersey
$20K +$610 +4 +3%
MAWAG
2008
Mid-American Wealth Advisory Group
Missouri
$19.8K +$19.8K +130 New
HI
2009
Hoey Investments
Pennsylvania
$19.5K
GWS
2010
Greykasell Wealth Strategies
California
$19.2K -$12.8K -84 -40%
AG
2011
AmeriFlex Group
Nevada
$18.1K -$181K -1,200 -91%
QL
2012
Quarry LP
New York
$17.8K -$834K -5,478 -98%
BCPWM
2013
Bradley & Co Private Wealth Management
Florida
$17.8K
HHMI
2014
Howard Hughes Medical Institute
Maryland
$17.8K +$17.8K +117 New
DWM
2015
Darwin Wealth Management
Florida
$17.2K
SAM
2016
Sherman Asset Management
California
$16.9K
IWM
2017
Inlight Wealth Management
Georgia
$16.7K
GTAM
2018
Global Trust Asset Management
Florida
$16.6K
CIAS
2019
CBIZ Investment Advisory Services
Ohio
$16.1K -$2.73K -18 -15%
NOI
2020
Newton One Investments
Delaware
$15.4K
CVM
2021
Cheviot Value Management
California
$15.3K
OIA
2022
Optimum Investment Advisors
Illinois
$15.2K
SJIM
2023
St. Johns Investment Management
Florida
$15.2K
FIM
2024
FWL Investment Management
Texas
$15.2K
MTIC
2025
Missouri Trust & Investment Company
Missouri
$15.2K