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Medtronic

2,125 hedge funds and large institutions have $86.7B invested in Medtronic in 2026 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 848 increasing their positions, 914 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $854M | Put options by funds: $773M

0.14% less ownership

Funds ownership: 85.33%85.19% (-0.14%)

7% less repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 914

5% less funds holding

Funds holding: 2,2442,125 (-119)

9% less capital invested

Capital invested by funds: $95.7B → $86.7B (-$9.07B)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

32% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 244

Holders
2,125
Holders Change
-119
Holders Change %
-5.3%
% of All Funds
25.68%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.28%
New
167
Increased
848
Reduced
914
Closed
244
Calls
$854M
Puts
$773M
Net Calls
+$81.2M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2026
Synergy Investment Management
Florida
$13.3K +$10.6K +132 +660%
UFPG
2027
United Financial Planning Group
New York
$13.2K +$13.6K +169 New
AWM
2028
Abound Wealth Management
Tennessee
$12.9K -$12.8K -159 -49%
BCM
2029
Boreal Capital Management
Florida
$12.9K -$50.7K -628 -79%
BTD
2030
BankPlus Trust Department
Mississippi
$12.8K -$83.3K -1,033 -86%
GFA
2031
Godfrey Financial Associates
New York
$12.4K
PP
2032
PFS Partners
New Jersey
$12.2K -$3.06K -38 -20%
1NWS
2033
1 North Wealth Services
Maryland
$12K +$10.2K +126 +450%
KFG
2034
Kingdom Financial Group
Arizona
$11.9K -$4.36K -54 -26%
HIW
2035
Holos Integrated Wealth
Pennsylvania
$11.9K
PS
2036
PayPay Securities
Japan
$11.8K +$9.84K +122 +421%
PWMG
2037
Private Wealth Management Group
New Jersey
$11.7K +$403 +5 +3%
MP
2038
McDonald Partners
Ohio
$11.7K +$12K +149 New
BHWM
2039
Bay Harbor Wealth Management
Maryland
$10K +$1.45K +18 +16%
IW
2040
Imprint Wealth
South Carolina
$9.94K
HFS
2041
Horizon Financial Services
North Carolina
$9.7K -$5.08K -63 -34%
KG
2042
Kilter Group
New York
$9.7K +$323 +4 +3%
RWM
2043
RMG Wealth Management
Wisconsin
$9.17K -$161 -2 -2%
FRA
2044
Front Row Advisors
California
$9.07K -$8.07K -100 -50%
ADL
2045
Asset Dedication LLC
California
$8.84K -$17.7K -220 -66%
RWM
2046
Rialto Wealth Management
New York
$8.76K -$13.9K -172 -61%
TFM
2047
TFC Financial Management
Massachusetts
$8.61K -$3.39K -42 -28%
CWM
2048
Consultiva Wealth Management
Puerto Rico
$8.29K
MGI
2049
Miller Global Investments
Texas
$8.21K
WBC
2050
West Branch Capital
Massachusetts
$8.21K +$81 +1 +1%

MDT Hedge Fund Activity: Q2 2026 in Review

2,125 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2026, worth a combined $86.7B — down 9.5% from $95.7B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of MDT and 167 opened new positions — a net loss of 77 holders — while 914 trimmed existing stakes and 848 added.

The largest buyer was Arrowstreet Capital, adding an estimated $664M. The largest seller was Capital Research Global Investors, cutting an estimated $2.31B.

  • 2,125 institutional investors held Medtronic (MDT) as of Q2 2026, down from 2,244 in Q1 2026.
  • Funds reported $86.7B of Medtronic stock for Q2 2026, down 9.5% quarter-over-quarter.
  • 167 funds opened new Medtronic positions in Q2 2026 and 244 closed out, a net change of -77 holders.
  • The largest Medtronic buyer in Q2 2026 was Arrowstreet Capital, an estimated $664M added.
  • The largest Medtronic seller in Q2 2026 was Capital Research Global Investors, an estimated $2.31B sold.

Based on aggregated 13F filings for Q2 2026.