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Medtronic

2,285 hedge funds and large institutions have $105B invested in Medtronic in 2025 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 874 increasing their positions, 872 reducing their positions, and 105 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.66% more ownership

Funds ownership: 83.78%85.45% (+1.7%)

3% more capital invested

Capital invested by funds: $102B → $105B (+$2.88B)

0% more repeat investments, than reductions

Existing positions increased: 874 | Existing positions reduced: 872

Holders
2,285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$951M
Puts
$627M
Net Calls
Net Calls Change

Top Sellers

1 -$683M
2 -$446M
3 -$263M
4
Lazard Asset Management
Lazard Asset Management
New York
-$252M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$229M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
2001
Clearstead Trust
Maine
$116K
CBT
2002
CoreFirst Bank & Trust
Kansas
$111K
TC
2003
Trust Company
Kansas
$110K
SIC
2004
SJS Investment Consulting
Ohio
$109K
SWA
2005
Strategic Wealth Advisors
Arizona
$107K
RFP
2006
Root Financial Partners
California
$106K
SWM
2007
SHP Wealth Management
Massachusetts
$106K
HI
2008
Hoey Investments
Pennsylvania
$106K
BAM
2009
Byrne Asset Management
New Jersey
$106K
CTB
2010
Country Trust Bank
Illinois
$105K
FCAS
2011
First Command Advisory Services
Texas
$105K
T
2012
TrustBank
Illinois
$105K
SC
2013
SouthState Corp
Florida
$105K
SAM
2014
S.A. Mason
Michigan
$104K
MTIC
2015
Missouri Trust & Investment Company
Missouri
$104K
SIS
2016
Sound Income Strategies
Florida
$104K
P
2017
Palladiem
Pennsylvania
$103K
PWAM
2018
Private Wealth Asset Management
Iowa
$102K
MHR
2019
Matthew Hamilton Rosenberg
$101K
SL
2020
Salomon & Ludwin
Virginia
$101K
AT
2021
Arlington Trust
Alabama
$99.6K
TF
2022
Tompkins Financial
New York
$98.6K
RFS
2023
Richardson Financial Services
Massachusetts
$97K
KBFS
2024
Kohmann Bosshard Financial Services
Ohio
$96.1K
DT
2025
DV Trading
Illinois
$96.1K