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
AWM
2301
Avaii Wealth Management
Wisconsin
CWMP
2302
Clarion Wealth Managment Partners
Virginia
BMO
2303
Beck Mack & Oliver
New York
BWP
2304
Balboa Wealth Partners
Arizona
CIS
2305
Custom Index Systems
New York
TFG
2306
Taylor Financial Group
Virginia
AGA
2307
Arkos Global Advisors
Texas
TIM
2308
Tortoise Investment Management
New York
HWA
2309
Heartwood Wealth Advisors
Virginia
HFS
2310
Hopwood Financial Services
Virginia
CWM
2311
Crowley Wealth Management
Delaware
MTC
2312
Matrix Trust Company
Colorado
ABWM
2313
Alpine Bank Wealth Management
Colorado
TCM
2314
TruNorth Capital Management
Michigan
SSG
2315
Summit Securities Group
New York
IUHSA
2316
Itau Unibanco Holding S.A.
Brazil
RA
2317
Rise Advisors
New York
KHC
2318
Koesten Hirschmann & Crabtree
Kansas
CCM
2319
Cloud Capital Management
Washington
VEA
2320
Virtus ETF Advisers
New York
MWA
2321
Miller Wealth Advisors
Colorado
NC
2322
North Capital
Utah
CHAM
2323
Clear Harbor Asset Management
Connecticut
KFP
2324
Keener Financial Planning
Texas
SC
2325
Stance Capital
Massachusetts