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Medtronic

2,205 hedge funds and large institutions have $95.6B invested in Medtronic in 2026 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 898 increasing their positions, 874 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $105B → $95.6B (-$9.8B)

13% less first-time investments, than exits

New positions opened: 179 | Existing positions closed: 206

30% less funds holding in top 10

Funds holding in top 10: 4028 (-12)

Holders
2,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$663M
Puts
$401M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
2001
Hamrick Investment Counsel
Washington
$52.4K
KLWA
2002
Kelly Lawrence W & Associates
California
$52K
BFS
2003
Burkett Financial Services
South Carolina
$50.7K
FFA
2004
Frazier Financial Advisors
Ohio
$49.7K
PGAM
2005
Princeton Global Asset Management
New Jersey
$49.4K
CIAM
2006
Caitong International Asset Management
Hong Kong
$49K
PMFA
2007
Plante Moran Financial Advisors
Michigan
$48.9K
DF
2008
Dunhill Financial
United Kingdom
$48.5K
CCC
2009
Chelsea Counsel Company
California
$48.4K
PWM
2010
Peterson Wealth Management
Nevada
$45.1K
KAS
2011
Kemnay Advisory Services
New York
$44.8K
BC
2012
Bayforest Capital
United Kingdom
$44.4K
FDW
2013
Fourth Dimension Wealth
Ohio
$43.3K
LC
2014
Lavaca Capital
Texas
$43.3K
DWA
2015
Dougherty Wealth Advisers
Minnesota
$43.3K
HFM
2016
Hartford Financial Management
Connecticut
$43.2K
IWS
2017
Intentional Wealth Strategies
Colorado
$42K
BHWM
2018
Beaird Harris Wealth Management
Texas
$41.8K
SWA
2019
Strategic Wealth Advisors
Arizona
$41K
SVWA
2020
Sarver Vrooman Wealth Advisors
Missouri
$39.3K
BIA
2021
Bell Investment Advisors
California
$39K
CH
2022
Canton Hathaway
Rhode Island
$39K
AAG
2023
Armstrong Advisory Group
Massachusetts
$37.9K
WSCM
2024
Wellington Shields Capital Management
New York
$37.5K
NL
2025
NVWM LLC
Pennsylvania
$36.6K