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Medtronic

2,113 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, 859 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: 2,1432,113 (-30)

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
2,113
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
PWM
2001
Proathlete Wealth Management
Florida
$17.3K
PSFG
2002
Park Square Financial Group
Georgia
$17.2K
DWM
2003
Darwin Wealth Management
Florida
$16.4K
EWM
2004
Evolution Wealth Management
Florida
$16.3K
TIM
2005
Tortoise Investment Management
New York
$16.2K
MPW
2006
MASECO Private Wealth
$16.1K
AW
2007
Avion Wealth
Texas
$16K
SNB
2008
Security National Bank
Nebraska
$15.6K
GK
2009
Graney & King
New York
$15.3K
HAP
2010
Harbor Asset Planning
Massachusetts
$15.3K
AP
2011
Aspect Partners
Virginia
$15.3K
M
2012
MOTCO
Texas
$15K
RWS
2013
Retirement Wealth Solutions
Wisconsin
$14.9K
RTL
2014
Red Tortoise LLC
Georgia
$14.1K
GC
2015
Garde Capital
Washington
$13.9K
AWM
2016
Abound Wealth Management
Tennessee
$13.9K
USB
2017
Union Savings Bank
Connecticut
$13.5K
TCM
2018
TD Capital Management
Tennessee
$13.5K
PWMG
2019
Private Wealth Management Group
New Jersey
$12.6K
IHWM
2020
Iron Horse Wealth Management
Iowa
$12.5K
AWM
2021
Accredited Wealth Management
Kentucky
$12.2K
RDFA
2022
Ritter Daniher Financial Advisory
Ohio
$12K
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$11.6K
DWM
2024
Dogwood Wealth Management
Kansas
$11.5K
MAWAG
2025
Mid-American Wealth Advisory Group
Missouri
$11.4K