MDT icon

Medtronic

2,280 hedge funds and large institutions have $105B invested in Medtronic in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 873 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%85.44% (+1.7%)

3% more capital invested

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

0% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 872

Holders
2,280
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
RFP
2001
Root Financial Partners
California
$106K
SWM
2002
SHP Wealth Management
Massachusetts
$106K
HI
2003
Hoey Investments
Pennsylvania
$106K
BAM
2004
Byrne Asset Management
New Jersey
$106K
CTB
2005
Country Trust Bank
Illinois
$105K
FCAS
2006
First Command Advisory Services
Texas
$105K
T
2007
TrustBank
Illinois
$105K
SC
2008
SouthState Corp
Florida
$105K
SAM
2009
S.A. Mason
Michigan
$104K
MTIC
2010
Missouri Trust & Investment Company
Missouri
$104K
SIS
2011
Sound Income Strategies
Florida
$104K
P
2012
Palladiem
Pennsylvania
$103K
PWAM
2013
Private Wealth Asset Management
Iowa
$102K
MHR
2014
Matthew Hamilton Rosenberg
$101K
SL
2015
Salomon & Ludwin
Virginia
$101K
AT
2016
Arlington Trust
Alabama
$99.6K
TF
2017
Tompkins Financial
New York
$98.6K
RFS
2018
Richardson Financial Services
Massachusetts
$97K
KBFS
2019
Kohmann Bosshard Financial Services
Ohio
$96.1K
DT
2020
DV Trading
Illinois
$96.1K
B
2021
Bayban
Minnesota
$96.1K
WPA
2022
Wealth Preservation Advisors
Tennessee
$94.9K
CTC
2023
Cetera Trust Company
Minnesota
$93.7K
RFG
2024
REAP Financial Group
Texas
$92.1K
CB
2025
CNB Bank
Pennsylvania
$91.9K