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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
EPIM
2101
Evelyn Partners Investment Management
$35.2K
CPG
2102
Cornerstone Planning Group
New Jersey
$34.4K +$1.15K +7 +3%
OCM
2103
Osterweis Capital Management
California
$34.4K
HBW
2104
Hazlett, Burt & Watson
West Virginia
$34K
PCFFS
2105
Pacific Center for Financial Services
California
$33.7K
TCM
2106
Tradewinds Capital Management
Washington
$33K
AWM
2107
Abound Wealth Management
Tennessee
$32.7K +$6.21K +38 +23%
MCA
2108
McGuire Capital Advisors
Oklahoma
$32.5K +$33.2K +203 New
BC
2109
Bayforest Capital
United Kingdom
$32.3K +$33K +202 New
AAG
2110
Accordant Advisory Group
Maryland
$32.2K +$16.5K +101 +101%
CG
2111
Curat Global
New Hampshire
$32K
VWM
2112
Valley Wealth Managers
New Jersey
$32K
PSB
2113
Piscataqua Savings Bank
New Hampshire
$31.1K
C
2114
Covestor
United Kingdom
$31K +$164 +1 +0.5%
HWA
2115
HHM Wealth Advisors
Tennessee
$30.3K -$4.42K -27 -13%
Loomis, Sayles & Company
2116
Loomis, Sayles & Company
Massachusetts
$30.3K -$1.15K -7 -4%
AEPWM
2117
Atlantic Edge Private Wealth Management
Florida
$28.8K +$1.64K +10 +6%
CWM
2118
Cranbrook Wealth Management
Michigan
$28.6K -$3.92K -24 -12%
CRI
2119
Commonwealth Retirement Investments
Virginia
$28.5K +$29.1K +178 New
CFS
2120
CGC Financial Services
Oregon
$28.5K -$164 -1 -0.6%
MWPCG
2121
Measured Wealth Private Client Group
New Hampshire
$27.5K
FA
2122
FSA Advisors
Michigan
$27.1K +$1.66M +10,152 New
BFPW
2123
BOK Financial Private Wealth
Colorado
$26.6K
DFC
2124
DB Fitzpatrick & Co
Idaho
$26.4K
SNB
2125
Security National Bank
Nebraska
$25.6K