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Medtronic
MDT

Overview Fund Activity

2,143 hedge funds and large institutions have $97B invested in Medtronic in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 927 increasing their positions, 793 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,143
Holders Change
+43
Holders Change %
+2.05%
% of All Funds
29.11%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.58%
New
208
Increased
927
Reduced
793
Closed
125
Calls
$1.05B
Puts
$1.04B
Net Calls
+$9.46M
Net Calls Change
+$55M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$752M
2
Capital World Investors
Capital World Investors
California
+$448M
3
Boston Partners
Boston Partners
Massachusetts
+$341M
4
Ameriprise
Ameriprise
Minnesota
+$311M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$757M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$464M
3
CCM
Camber Capital Management
Massachusetts
-$220M
4
Lazard Asset Management
Lazard Asset Management
New York
-$216M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
SFMG Wealth Advisors
Texas
$4.36M +$161K +1,792 +4%
BRM
627
Boston Research & Management
Massachusetts
$4.36M -$213K -2,367 -5%
HPIA
628
Hamilton Point Investment Advisors
North Carolina
$4.35M +$4.35M +47,991 New
DWM
629
Diversify Wealth Management
Utah
$4.34M +$468K +5,529 +12%
PPWP
630
Proquility Private Wealth Partners
Nevada
$4.33M +$2.53M +28,127 +140%
CWM
631
Compass Wealth Management
Connecticut
$4.32M -$148K -1,652 -3%
ET
632
Equitable Trust
Tennessee
$4.3M +$739K +8,219 +21%
BHA
633
Beech Hill Advisors
New York
$4.3M -$45.5K -506 -1%
CCT
634
Chemung Canal Trust
New York
$4.29M +$1.3M +14,468 +43%
PL
635
Perpetual Ltd
Australia
$4.27M +$2.73M +30,419 +177%
CIA
636
Concurrent Investment Advisors
Florida
$4.27M -$1.65M -18,323 -28%
4WM
637
44 Wealth Management
Oregon
$4.27M +$31.7K +353 +0.7%
GIA
638
GHP Investment Advisors
Colorado
$4.26M +$104K +1,157 +2%
OAC
639
OMERS Administration Corp
Ontario, Canada
$4.25M -$816K -9,083 -16%
CBA
640
Coastal Bridge Advisors
Connecticut
$4.24M +$4.24M +47,197 New
SIA
641
Sit Investment Associates
Minnesota
$4.22M -$949K -10,560 -18%
SCP
642
Stamos Capital Partners
California
$4.21M -$1.12M -12,477 -21%
MFS
643
Mattson Financial Services
Michigan
$4.21M +$423K +4,706 +11%
FNT
644
First National Trust
Pennsylvania
$4.2M -$602K -6,697 -13%
MIS
645
Morningstar Investment Services
Illinois
$4.2M -$4.48M -49,830 -52%
CFCI
646
Comprehensive Financial Consultants Institutional
Indiana
$4.2M +$65.1K +725 +2%
TRCT
647
Tower Research Capital (TRC)
New York
$4.19M -$2.38M -26,507 -36%
CA
648
Cullinan Associates
Kentucky
$4.16M -$167K -1,860 -4%
DWP
649
Daymark Wealth Partners
Ohio
$4.16M +$289K +3,221 +7%
WF
650
Welch & Forbes
Massachusetts
$4.15M -$532K -5,916 -11%
24 25
26
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