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Medtronic

2,301 hedge funds and large institutions have $105B invested in Medtronic in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 880 increasing their positions, 876 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:

1.68% more ownership

Funds ownership: 83.87%85.55% (+1.7%)

3% more capital invested

Capital invested by funds: $102B → $105B (+$2.91B)

0% more repeat investments, than reductions

Existing positions increased: 880 | Existing positions reduced: 876

Holders
2,301
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
S
2001
Sachetta
Massachusetts
$132K
PWA
2002
Principia Wealth Advisory
Texas
$132K
OC
2003
Oakworth Capital
Alabama
$130K
HWM
2004
HighMark Wealth Management
Minnesota
$130K
GAMC
2005
Garner Asset Management Corp
Texas
$129K
RAM
2006
Reflection Asset Management
South Carolina
$129K
EWM
2007
Evermay Wealth Management
Virginia
$128K
KFA
2008
Kelleher Financial Advisors
New York
$127K
SIS
2009
Strategic Investment Solutions
Illinois
$126K
TTIC
2010
Tower Trust & Investment Company
Iowa
$120K
Cohen & Steers
2011
Cohen & Steers
New York
$120K
GKIM
2012
GW&K Investment Management
Massachusetts
$119K
BLC
2013
Brown, Lisle/Cummings
Rhode Island
$119K
CT
2014
Clearstead Trust
Maine
$116K
CBT
2015
CoreFirst Bank & Trust
Kansas
$111K
TC
2016
Trust Company
Kansas
$110K
SIC
2017
SJS Investment Consulting
Ohio
$109K
SWA
2018
Strategic Wealth Advisors
Arizona
$107K
RFP
2019
Root Financial Partners
California
$106K
SWM
2020
SHP Wealth Management
Massachusetts
$106K
HI
2021
Hoey Investments
Pennsylvania
$106K
BAM
2022
Byrne Asset Management
New Jersey
$106K
CTB
2023
Country Trust Bank
Illinois
$105K
FCAS
2024
First Command Advisory Services
Texas
$105K
T
2025
TrustBank
Illinois
$105K