2,124 hedge funds and large institutions have $59.8B invested in 3M in 2025 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 646 increasing their positions, 900 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 2,1292,124 (-5)

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

28% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 900

Holders
2,124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76B
Puts
$831M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2001
BOK Financial Private Wealth
Colorado
$25.3K
AWM
2002
Abound Wealth Management
Tennessee
$25.3K
DFC
2003
DB Fitzpatrick & Co
Idaho
$25.1K
KWM
2004
Kiker Wealth Management
Georgia
$24.8K
SNB
2005
Security National Bank
Nebraska
$24.4K
PFG
2006
Putney Financial Group
California
$24.4K
PWMG
2007
Private Wealth Management Group
New Jersey
$24.1K
IA
2008
IFS Advisors
Kansas
$24.1K
WCM
2009
Winthrop Capital Management
Indiana
$24K
MDA
2010
Minot DeBlois Advisors
Massachusetts
$22.8K
APW
2011
Atlantic Private Wealth
North Carolina
$22.8K
RWS
2012
Retirement Wealth Solutions
Wisconsin
$22.4K
RAM
2013
Riggs Asset Management
Pennsylvania
$22.2K
WWM
2014
Wolff Wiese Magana
California
$22.1K
NECFA
2015
New England Capital Financial Advisors
Connecticut
$22.1K
AW
2016
Avion Wealth
Texas
$22K
WIM
2017
Westside Investment Management
California
$21K
TFGT
2018
TS Financial Group (TSFG)
Illinois
$21K
TFG
2019
Team Financial Group
California
$20.7K
PC
2020
Promus Capital
Illinois
$20K
RF
2021
Roxbury Financial
New Jersey
$20K
MAWAG
2022
Mid-American Wealth Advisory Group
Missouri
$19.8K
HI
2023
Hoey Investments
Pennsylvania
$19.5K
GWS
2024
Greykasell Wealth Strategies
California
$19.2K
AG
2025
AmeriFlex Group
Nevada
$18.1K