2,255 hedge funds and large institutions have $62.8B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 752 increasing their positions, 781 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.25% more ownership

Funds ownership: 70.6%73.85% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 752 | Existing positions reduced: 781

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.13B
Puts
$639M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
2001
Investors Research Corp
Georgia
$102K
1CP
2002
1015 Capital Partners
Pennsylvania
$102K
PMFA
2003
Plante Moran Financial Advisors
Michigan
$101K
S
2004
Sachetta
Massachusetts
$99.4K
CFG
2005
Clayton Financial Group
Missouri
$99.1K
SA
2006
Scarborough Advisors
Maryland
$97.3K
SWM
2007
SHP Wealth Management
Massachusetts
$96.1K
RBC
2008
Roble Belko & Company
Pennsylvania
$96K
DEM
2009
Disciplined Equity Management
Florida
$94.6K
UIA
2010
Ulland Investment Advisors
Minnesota
$94K
OAM
2011
Ostrum Asset Management
France
$91.4K
BGAI
2012
Bruce G. Allen Investments
Colorado
$90.3K
HFS
2013
Horizon Financial Services
North Carolina
$88.7K
TCM
2014
TD Capital Management
Tennessee
$88.6K
VWWMG
2015
Vermillion & White Wealth Management Group
Pennsylvania
$87.9K
EF
2016
Entrust Financial
Pennsylvania
$86.6K
LFASL
2017
Lugano Financial Advisors SA (LFA)
Switzerland
$84.9K
SFG
2018
Strive Financial Group
Indiana
$83.7K
SL
2019
Salomon & Ludwin
Virginia
$82.8K
PWPS
2020
Pinnacle Wealth Planning Services
Ohio
$82.1K
MWM
2021
Mascoma Wealth Management
New Hampshire
$81.5K
CCA
2022
Catalyst Capital Advisors
New York
$80.9K
OSNBOA
2023
Old Second National Bank of Aurora
Illinois
$80K
MBFW
2024
Morton Brown Family Wealth
Pennsylvania
$80K
FDW
2025
Fourth Dimension Wealth
Ohio
$77.6K