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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
VHAM
2301
Van Hulzen Asset Management
California
-$639K -6,651 Closed
NS
2302
Northland Securities
Minnesota
-$632K -6,579 Closed
SFWC
2303
Strategic Family Wealth Counselors
New Jersey
-$646K -6,548 Closed
AGP
2304
Aspire Growth Partners
Florida
-$617K -6,423 Closed
JF
2305
Jump Financial
Illinois
-$609K -6,336 Closed
LSA
2306
Leonteq Securities AG
Switzerland
-$565K -5,881 Closed
SG
2307
StoneX Group
New York
-$569K -5,880 Closed
TF
2308
Tudor Financial
Ohio
-$565K -5,880 Closed
WWC
2309
Waypoint Wealth Counsel
Georgia
-$559K -5,819 Closed
CRC
2310
Curi RMB Capital
Illinois
-$556K -5,745 Closed
EW
2311
Evoke Wealth
California
-$553K -5,708 Closed
SMA
2312
Sage Mountain Advisors
Georgia
-$518K -5,397 Closed
PCM
2313
Prelude Capital Management
New York
-$514K -5,352 Closed
IWA
2314
Invera Wealth Advisors
Oregon
-$512K -5,326 Closed
WP
2315
WealthPLAN Partners
Nebraska
-$481K -5,011 Closed
BBA
2316
Baader Bank Aktiengesellschaft
Germany
-$480K -5,000 Closed
FA
2317
Fedenia Advisers
Wisconsin
-$461K -4,801 Closed
UFA
2318
Unify Financial Advisors
Florida
-$456K -4,743 Closed
JTWM
2319
Jackson Thornton Wealth Management
Alabama
-$471K -4,695 Closed
JFG
2320
Jefferies Financial Group
New York
-$446K -4,644 Closed
WWMP
2321
Wagner Wealth Management (Pennsylvania)
Pennsylvania
-$401K -4,178 Closed
AI
2322
Atom Investors
Texas
-$396K -4,119 Closed
SPWG
2323
Sage Private Wealth Group
Illinois
-$389K -4,049 Closed
BFIM
2324
Beese Fulmer Investment Management
Ohio
-$372K -3,844 Closed
BCA
2325
Bay Colony Advisors
Massachusetts
-$366K -3,813 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.