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2,153 hedge funds and large institutions have $55.8B invested in 3M in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 653 increasing their positions, 921 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

31% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 206

33% less call options, than puts

Call options by funds: $488M | Put options by funds: $732M

Holders
2,153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$488M
Puts
$732M
Net Calls
Net Calls Change

Top Buyers

1 +$562M
2 +$557M
3 +$327M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
UBS Group
UBS Group
Switzerland
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2026
Wiser Advisor Group
Arizona
$19.6K
AAG
2027
Accordant Advisory Group
Maryland
$19.6K
Loomis, Sayles & Company
2028
Loomis, Sayles & Company
Massachusetts
$19.6K
RF
2029
Roxbury Financial
New Jersey
$19.1K
HHCP
2030
Hilton Head Capital Partners
South Carolina
$18.2K
AWM
2031
Activest Wealth Management
Florida
$17.5K
WCM
2032
Winthrop Capital Management
Indiana
$17K
BCPWM
2033
Bradley & Co Private Wealth Management
Florida
$17K
RS
2034
Rakuten Securities
Japan
$16.7K
FLP
2035
Financial Life Planners
Arizona
$16.6K
DWM
2036
Darwin Wealth Management
Florida
$16.5K
SAM
2037
Sherman Asset Management
California
$16.1K
C
2038
Covestor
United Kingdom
$16K
EFMH
2039
E Fund Management (HK)
Hong Kong
$16K
HI
2040
Hoey Investments
Pennsylvania
$15.7K
TCA
2041
Trifecta Capital Advisors
Illinois
$15.3K
JWM
2042
JPL Wealth Management
Colorado
$15K
NOI
2043
Newton One Investments
Delaware
$14.9K
DFA
2044
DHJJ Financial Advisors
Illinois
$14.5K
MTIC
2045
Missouri Trust & Investment Company
Missouri
$14.5K
PP
2046
PFS Partners
New Jersey
$14.5K
SJIM
2047
St. Johns Investment Management
Florida
$14.5K
WA
2048
Walsh & Associates
Florida
$14.5K
CIAS
2049
CBIZ Investment Advisory Services
Ohio
$14K
LWM
2050
Lodestone Wealth Management
Washington
$13.7K