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Medtronic

2,244 hedge funds and large institutions have $95.7B invested in Medtronic in 2026 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 909 increasing their positions, 893 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $663M | Put options by funds: $401M

2% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 893

0.23% less ownership

Funds ownership: 85.56%85.33% (-0.23%)

3% less funds holding

Funds holding: 2,3122,244 (-68)

9% less capital invested

Capital invested by funds: $105B → $95.7B (-$9.67B)

12% less first-time investments, than exits

New positions opened: 183 | Existing positions closed: 207

34% less funds holding in top 10

Funds holding in top 10: 4127 (-14)

Holders
2,244
Holders Change
-68
Holders Change %
-2.94%
% of All Funds
27.46%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.33%
New
183
Increased
909
Reduced
893
Closed
207
Calls
$663M
Puts
$401M
Net Calls
+$262M
Net Calls Change
-$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NWS
2226
Nvest Wealth Strategies
Ohio
$1.3K +$1.44K +15 New
MWC
2227
MBM Wealth Consultants
Missouri
$1.13K +$1.25K +13 New
AIS
2228
Advocate Investing Services
Maryland
$1.04K
MBFW
2229
Morton Brown Family Wealth
Pennsylvania
$1.04K
CJ
2230
Caitlin John
Michigan
$995
TM
2231
Torren Management
California
$953 -$766 -8 -42%
CCMW
2232
Cypress Capital Management (Wyoming)
Wyoming
$953
FG
2233
Fairman Group
Pennsylvania
$874
FGAM
2234
Financial Gravity Asset Management
Texas
$867
SA
2235
Seneschal Advisors
Washington
$867
PWA
2236
Portus Wealth Advisors
North Carolina
$867 +$958 +10 New
TWM
2237
TopTier Wealth Management
Wisconsin
$867 +$958 +10 New
IPS
2238
Investors Portfolio Services
Washington
$838 -$96 -1 -8%
ACA
2239
Atlas Capital Advisors
Wyoming
$779
CW
2240
Curio Wealth
Maryland
$607 -$10.1K -105 -94%
NL
2241
NorthAvenue LLC
Ohio
$520
BIM
2242
Breakwater Investment Management
Washington
$520 +$96 +1 +20%
3FI
2243
3 Factor Indexing
California
$260 +$287 +3 New
HWA
2244
Heritage Wealth Advisors
Virginia
$193
KA
2245
Kozak & Associates
Colorado
$176
LHEI
2246
Leo H. Evart Inc
California
$173 +$192 +2 New
Norges Bank
2247
Norges Bank
Norway
-$1.65B -17,213,042 Closed
SG Americas Securities
2248
SG Americas Securities
New York
-$241M -2,510,712 Closed
ClearBridge Investments
2249
ClearBridge Investments
New York
-$108M -1,126,720 Closed
SLAM
2250
Swiss Life Asset Management
-$75.6M -786,755 Closed

MDT Hedge Fund Activity: Q1 2026 in Review

2,244 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2026, worth a combined $95.7B — down 9.2% from $105B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of MDT and 183 opened new positions — a net loss of 24 holders — while 893 trimmed existing stakes and 909 added.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $1.08B. The largest seller was BlackRock, cutting an estimated $705M.

  • 2,244 institutional investors held Medtronic (MDT) as of Q1 2026, down from 2,312 in Q4 2025.
  • Funds reported $95.7B of Medtronic stock for Q1 2026, down 9.2% quarter-over-quarter.
  • 183 funds opened new Medtronic positions in Q1 2026 and 207 closed out, a net change of -24 holders.
  • The largest Medtronic buyer in Q1 2026 was WCM Investment Management, an estimated $1.08B added.
  • The largest Medtronic seller in Q1 2026 was BlackRock, an estimated $705M sold.

Based on aggregated 13F filings for Q1 2026.