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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
MWM
2026
Mascoma Wealth Management
New Hampshire
$81.5K +$1.64K +10 +2%
CCA
2027
Catalyst Capital Advisors
New York
$80.9K -$59.5K -364 -42%
OSNBOA
2028
Old Second National Bank of Aurora
Illinois
$80K
MBFW
2029
Morton Brown Family Wealth
Pennsylvania
$80K +$65.4K +400 +400%
FDW
2030
Fourth Dimension Wealth
Ohio
$77.6K
ME
2031
McIlrath & Eck
Washington
$77.2K -$1.47K -9 -2%
CBT
2032
CoreFirst Bank & Trust
Kansas
$76.8K -$65.4K -400 -45%
CA
2033
Centerpoint Advisors
Massachusetts
$76K
BONH
2034
Bank of New Hampshire
New Hampshire
$75.6K
AIM
2035
ARK Investment Management
Florida
$75.4K +$2.45K +15 +3%
DF
2036
Dunhill Financial
United Kingdom
$74.9K +$1.15K +7 +2%
JWM
2037
Jessup Wealth Management
Ohio
$74.7K +$76.2K +466 New
PB
2038
Prosperity Bancshares
Texas
$74K +$75.5K +462 New
T
2039
Tidemark
California
$73.9K -$818 -5 -1%
SGK
2040
Steigerwald Gordon & Koch
Virginia
$72.9K +$2.78K +17 +4%
AFG
2041
Albion Financial Group
Utah
$72K
GEA
2042
Glen Eagle Advisors
New Jersey
$71.4K
HFM
2043
Hartford Financial Management
Connecticut
$70.4K
MFP
2044
Meramec Financial Planners
Missouri
$69.1K +$65.4K +400 New
FMB
2045
Field & Main Bank
Kentucky
$68K
OC
2046
Optima Capital
Oregon
$67.9K +$69.3K +424 New
DAM
2047
Delta Asset Management
Tennessee
$66.6K
SEP
2048
Signature Equity Partners
Ohio
$65.8K +$67.2K +411 New
ACA
2049
American Capital Advisory
Idaho
$65.4K +$327 +2 +0.5%
BWM
2050
Bernard Wealth Management
Michigan
$65K