We are live on ! Find out more
MDT icon

Medtronic

2,171 hedge funds and large institutions have $98.5B invested in Medtronic in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 944 increasing their positions, 800 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 126

42% more funds holding in top 10

Funds holding in top 10: 3144 (+13)

18% more repeat investments, than reductions

Existing positions increased: 944 | Existing positions reduced: 800

15% more capital invested

Capital invested by funds: $85.3B → $98.5B (+$13.2B)

2% more funds holding

Funds holding: 2,1242,171 (+47)

0.95% more ownership

Funds ownership: 83.24%84.19% (+0.95%)

1% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.04B

Holders
2,171
Holders Change
+47
Holders Change %
+2.21%
% of All Funds
29.11%
Holding in Top 10
44
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+41.94%
% of All Funds
0.59%
New
207
Increased
944
Reduced
800
Closed
126
Calls
$1.05B
Puts
$1.04B
Net Calls
+$9.46M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
801
Voya Financial Advisors
Connecticut
$2.67M +$101K +1,132 +4%
NW
802
NewEdge Wealth
Pennsylvania
$2.64M +$14.6K +163 +0.6%
SBH
803
Segall Bryant & Hamill
Illinois
$2.64M
CCA
804
Catalyst Capital Advisors
New York
$2.64M
HW
805
Hancock Whitney
Mississippi
$2.61M +$42.8K +478 +2%
LS
806
Leelyn Smith
Illinois
$2.61M +$26.9K +301 +1%
ADBIC
807
A.D. Beadell Investment Counsel
Wisconsin
$2.6M -$89.5K -1,000 -3%
PAM
808
Peak Asset Management
Colorado
$2.6M -$251K -2,810 -9%
MFFIA
809
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.6M -$895 -10 -0%
CA
810
CGN Advisors
Kansas
$2.58M -$758K -8,471 -23%
USAA
811
United Services Automobile Association
Texas
$2.58M
FNA
812
First National Advisers
Nebraska
$2.57M +$14.5K +162 +0.6%
JFA
813
JNBA Financial Advisors
Minnesota
$2.57M -$358 -4 -0%
LFM
814
LGT Fund Management
Liechtenstein
$2.56M -$307K -3,427 -11%
EFMC
815
Empire Financial Management Company
New York
$2.56M +$47.2K +528 +2%
PWS
816
Proactive Wealth Strategies
Georgia
$2.55M -$13.9K -155 -0.5%
PWA
817
Phoenix Wealth Advisors
North Carolina
$2.55M -$25K -279 -1%
IFG
818
Independent Financial Group
California
$2.54M +$1.64M +18,283 +182%
RI
819
Ridgewood Investments
New Jersey
$2.53M +$91.1K +1,018 +4%
Fayez Sarofim & Co
820
Fayez Sarofim & Co
Texas
$2.52M -$358K -4,000 -12%
GGA
821
Granite Group Advisors
Connecticut
$2.52M -$22.2K -248 -0.9%
WKWM
822
Walter & Keenan Wealth Management
Indiana
$2.52M +$25.1K +280 +1%
TCPW
823
Twin City Private Wealth
North Carolina
$2.51M -$57.3K -640 -2%
GWMR
824
GC Wealth Management RIA
Massachusetts
$2.5M +$151K +1,692 +6%
MMA
825
Miracle Mile Advisors
California
$2.49M +$72.7K +812 +3%

MDT Hedge Fund Activity: Q1 2025 in Review

2,171 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2025, worth a combined $98.5B — up 15% from $85.3B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new MDT positions and 126 closed out — a net gain of 81 holders — while 944 added to existing stakes and 800 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $748M. The largest seller was Wellington Management Group, cutting an estimated $754M.

  • 2,171 institutional investors held Medtronic (MDT) as of Q1 2025, up from 2,124 in Q4 2024.
  • Funds reported $98.5B of Medtronic stock for Q1 2025, up 15% quarter-over-quarter.
  • 207 funds opened new Medtronic positions in Q1 2025 and 126 closed out, a net change of +81 holders.
  • The largest Medtronic buyer in Q1 2025 was Capital Research Global Investors, an estimated $748M added.
  • The largest Medtronic seller in Q1 2025 was Wellington Management Group, an estimated $754M sold.

Based on aggregated 13F filings for Q1 2025.