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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
WWA
2426
Wealth Watch Advisors
Colorado
-$65.7K -684 Closed
AF
2427
Atala Financial
California
-$1.24M -616 Closed
CWP
2428
Concord Wealth Partners
Virginia
-$45.3K -472 Closed
MA
2429
Modus Advisors
Minnesota
-$36.3K -378 Closed
MW
2430
Merited Wealth
Florida
-$29.3K -305 Closed
AWA
2431
Acumen Wealth Advisors
Tennessee
-$29.4K -304 Closed
BOTPPF
2432
Board of the Pension Protection Fund
United Kingdom
-$28.8K -300 Closed
HHMI
2433
Howard Hughes Medical Institute
Maryland
-$26.5K -276 Closed
UFPG
2434
United Financial Planning Group
New York
-$23.5K -245 Closed
CIAS
2435
CBIZ Investment Advisory Services
Ohio
-$21.1K -218 Closed
MSWM
2436
Mowery & Schoenfeld Wealth Management
Illinois
-$18.8K -196 Closed
OC
2437
Optima Capital
Oregon
-$17.8K -184 Closed
WW
2438
Winnow Wealth
Texas
-$12.1K -125 Closed
EWA
2439
EQ Wealth Advisors
Texas
-$11.8K -123 Closed
PSFG
2440
Park Square Financial Group
Georgia
-$9.27K -116 Closed
GAG
2441
Goodman Advisory Group
Massachusetts
-$11K -114 Closed
QA
2442
Quattro Advisors
Pennsylvania
-$7.13K -74 Closed
IWM
2443
Inlight Wealth Management
Georgia
-$6.82K -71 Closed
NL
2444
Navalign LLC
California
-$6.34K -66 Closed
JWM
2445
Jessup Wealth Management
Ohio
-$5.76K -60 Closed
HIMS
2446
Hager Investment Management Services
New Hampshire
-$3.55K -37 Closed
MHIP
2447
Mountain Hill Investment Partners
New Jersey
-$3.36K -35 Closed
CNBT
2448
Cornerstone National Bank & Trust
Illinois
-$3.07K -32 Closed
GWM
2449
Greenline Wealth Management
Florida
-$2.88K -30 Closed
NWM
2450
Nova Wealth Management
Florida
-$2.57K -27 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.