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2,261 hedge funds and large institutions have $62.8B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 753 increasing their positions, 782 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 97

76% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $639M

8% more capital invested

Capital invested by funds: $58.4B → $62.8B (+$4.4B)

6% more funds holding

Funds holding: 2,1272,261 (+134)

3.17% more ownership

Funds ownership: 70.7%73.87% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 782

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,261
Holders Change
+134
Holders Change %
+6.3%
% of All Funds
27.51%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.28%
New
276
Increased
753
Reduced
782
Closed
97
Calls
$1.13B
Puts
$639M
Net Calls
+$489M
Net Calls Change
+$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
2001
Cypress Capital Management (Wyoming)
Wyoming
$106K
OP
2002
ORG Partners
Indiana
$106K +$2.13K +13 +2%
NWM
2003
Nova Wealth Management
Florida
$104K
GAFA
2004
Garton & Associates Financial Advisors
Kentucky
$103K +$106K +647 New
JWA
2005
JFS Wealth Advisors
Pennsylvania
$103K +$18.3K +112 +21%
IRC
2006
Investors Research Corp
Georgia
$102K -$576K -3,524 -85%
1CP
2007
1015 Capital Partners
Pennsylvania
$102K +$104K +638 New
PMFA
2008
Plante Moran Financial Advisors
Michigan
$101K +$57.4K +351 +126%
S
2009
Sachetta
Massachusetts
$99.4K -$56.3K -344 -36%
CFG
2010
Clayton Financial Group
Missouri
$99.1K +$4.74K +29 +5%
SA
2011
Scarborough Advisors
Maryland
$97.3K -$2.45K -15 -2%
SWM
2012
SHP Wealth Management
Massachusetts
$96.1K +$98.1K +600 New
RBC
2013
Roble Belko & Company
Pennsylvania
$96K +$98.4K +602 New
DEM
2014
Disciplined Equity Management
Florida
$94.6K +$9.16K +56 +10%
UIA
2015
Ulland Investment Advisors
Minnesota
$94K
OAM
2016
Ostrum Asset Management
France
$91.4K -$31.4K -192 -25%
BGAI
2017
Bruce G. Allen Investments
Colorado
$90.3K +$5.56K +34 +6%
HFS
2018
Horizon Financial Services
North Carolina
$88.7K
TCM
2019
TD Capital Management
Tennessee
$88.6K +$164 +1 +0.2%
VWWMG
2020
Vermillion & White Wealth Management Group
Pennsylvania
$87.9K
EF
2021
Entrust Financial
Pennsylvania
$86.6K +$88.5K +541 New
LFASL
2022
Lugano Financial Advisors SA (LFA)
Switzerland
$84.9K -$44.2K -270 -34%
SFG
2023
Strive Financial Group
Indiana
$83.7K +$85.5K +523 New
SL
2024
Salomon & Ludwin
Virginia
$82.8K -$1.64K -10 -2%
PWPS
2025
Pinnacle Wealth Planning Services
Ohio
$82.1K +$83.9K +513 New