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Medtronic

2,114 hedge funds and large institutions have $94.3B invested in Medtronic in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 872 increasing their positions, 860 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less capital invested

Capital invested by funds: $97B → $94.3B (-$2.67B)

1% less funds holding

Funds holding: 2,1442,114 (-30)

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
2,114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.02B
Puts
$860M
Net Calls
Net Calls Change

Top Sellers

1 -$467M
2 -$454M
3 -$350M
4
Franklin Resources
Franklin Resources
California
-$235M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
PSB
1926
Piscataqua Savings Bank
New Hampshire
$56.3K
RA
1927
Ransom Advisory
Rhode Island
$55.3K
BCM
1928
Boreal Capital Management
Florida
$55.2K
AEPWM
1929
Atlantic Edge Private Wealth Management
Florida
$54.7K
SWIM
1930
Smallwood Wealth Investment Management
New Jersey
$53.3K
TC
1931
Trust Company
Kansas
$52.4K
FDW
1932
Fourth Dimension Wealth
Ohio
$52.3K
KLWA
1933
Kelly Lawrence W & Associates
California
$52.3K
CIR
1934
Clear Investment Research
Georgia
$52.3K
HWM
1935
Hemington Wealth Management
Virginia
$51K
CPG
1936
Cornerstone Planning Group
New Jersey
$49.9K
PGAM
1937
Princeton Global Asset Management
New Jersey
$49.7K
PMFA
1938
Plante Moran Financial Advisors
Michigan
$48.3K
WSCM
1939
Wellington Shields Capital Management
New York
$47.9K
RBC
1940
Roble Belko & Company
Pennsylvania
$46K
BIA
1941
Bell Investment Advisors
California
$45.3K
HFM
1942
Hartford Financial Management
Connecticut
$44.3K
CCC
1943
Chelsea Counsel Company
California
$43.9K
DWA
1944
Dougherty Wealth Advisers
Minnesota
$43.6K
PP
1945
Pingora Partners
Wyoming
$43.6K
BHWM
1946
Beaird Harris Wealth Management
Texas
$42.7K
ME
1947
McIlrath & Eck
Washington
$42K
POIA
1948
Pin Oak Investment Advisors
Texas
$42K
FFA
1949
Frazier Financial Advisors
Ohio
$42K
CFS
1950
CGC Financial Services
Oregon
$41.3K