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Medtronic

2,102 hedge funds and large institutions have $94B invested in Medtronic in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 869 increasing their positions, 855 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
-41
Holders Change %
-1.91%
% of All Funds
28.17%
Holding in Top 10
31
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.91%
% of All Funds
0.42%
New
144
Increased
869
Reduced
855
Closed
148
Calls
$1.02B
Puts
$860M
Net Calls
+$162M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Shares
Change %
GK
2001
Graney & King
New York
$15.3K +$87 +1 +0.6%
HAP
2002
Harbor Asset Planning
Massachusetts
$15.3K +$15.3K +175 New
AP
2003
Aspect Partners
Virginia
$15.3K +$12.6K +145 +483%
M
2004
MOTCO
Texas
$15K -$42.3K -469 -74%
RWS
2005
Retirement Wealth Solutions
Wisconsin
$14.9K
RTL
2006
Red Tortoise LLC
Georgia
$14.1K
GC
2007
Garde Capital
Washington
$13.9K +$8.72K +100 +167%
AWM
2008
Abound Wealth Management
Tennessee
$13.9K -$1.22K -14 -8%
USB
2009
Union Savings Bank
Connecticut
$13.5K
TCM
2010
TD Capital Management
Tennessee
$13.5K +$13.5K +155 New
PWMG
2011
Private Wealth Management Group
New Jersey
$12.6K +$1.4K +16 +12%
IHWM
2012
Iron Horse Wealth Management
Iowa
$12.5K
AWM
2013
Accredited Wealth Management
Kentucky
$12.2K -$879 -10 -7%
RDFA
2014
Ritter Daniher Financial Advisory
Ohio
$12K -$1.31K -15 -10%
CIAS
2015
CBIZ Investment Advisory Services
Ohio
$11.6K -$10.8K -123 -48%
DWM
2016
Dogwood Wealth Management
Kansas
$11.5K +$1.69K +19 +17%
MAWAG
2017
Mid-American Wealth Advisory Group
Missouri
$11.4K +$11.4K +131 New
SHM
2018
Sagard Holdings Management
Ontario, Canada
$11.1K +$11.1K +127 New
RMC
2019
Resources Management Corp
Connecticut
$11K -$26.4K -300 -71%
CIM
2020
CCLA Investment Management
United Kingdom
$10.9K +$1.08K +12,327 +11%
BFS
2021
Bare Financial Services
Pennsylvania
$10.9K +$8.37K +96 +331%
HCM
2022
Hollencrest Capital Management
California
$10.5K
WOSD
2023
WFA of San Diego
California
$10.5K +$10.5K +120 New
WR
2024
WD Rutherford
Oregon
$10K +$10K +115 New
FFO
2025
Fortitude Family Office
Arizona
$9.85K -$19.7K -226 -67%