2,237 hedge funds and large institutions have $62.7B invested in 3M in 2025 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 748 increasing their positions, 780 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:

3.14% more ownership

Funds ownership: 70.59%73.73% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 780

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,237
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
EF
2001
Entrust Financial
Pennsylvania
$86.6K
LFASL
2002
Lugano Financial Advisors SA (LFA)
Switzerland
$84.9K
SFG
2003
Strive Financial Group
Indiana
$83.7K
SL
2004
Salomon & Ludwin
Virginia
$82.8K
PWPS
2005
Pinnacle Wealth Planning Services
Ohio
$82.1K
MWM
2006
Mascoma Wealth Management
New Hampshire
$81.5K
CCA
2007
Catalyst Capital Advisors
New York
$80.9K
OSNBOA
2008
Old Second National Bank of Aurora
Illinois
$80K
MBFW
2009
Morton Brown Family Wealth
Pennsylvania
$80K
FDW
2010
Fourth Dimension Wealth
Ohio
$77.6K
ME
2011
McIlrath & Eck
Washington
$77.2K
CBT
2012
CoreFirst Bank & Trust
Kansas
$76.8K
CA
2013
Centerpoint Advisors
Massachusetts
$76K
BONH
2014
Bank of New Hampshire
New Hampshire
$75.6K
AIM
2015
ARK Investment Management
Florida
$75.4K
DF
2016
Dunhill Financial
United Kingdom
$74.9K
JWM
2017
Jessup Wealth Management
Ohio
$74.7K
PB
2018
Prosperity Bancshares
Texas
$74K
T
2019
Tidemark
California
$73.9K
SGK
2020
Steigerwald Gordon & Koch
Virginia
$72.9K
AFG
2021
Albion Financial Group
Utah
$72K
GEA
2022
Glen Eagle Advisors
New Jersey
$71.4K
HFM
2023
Hartford Financial Management
Connecticut
$70.4K
MFP
2024
Meramec Financial Planners
Missouri
$69.1K
FMB
2025
Field & Main Bank
Kentucky
$68K