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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
CTC
1201
Central Trust Company
Missouri
$944K +$1.97K +22 +0.2%
1CP
1202
17 Capital Partners
Arizona
$940K -$8.95K -100 -0.9%
WSC
1203
Wellington Shields & Co
New York
$932K -$322K -3,600 -26%
MWP
1204
Meriwether Wealth & Planning
Louisiana
$929K +$121K +1,357 +15%
VAG
1205
VisionPoint Advisory Group
Texas
$925K +$829K +9,266 +903%
BFA
1206
Beacon Financial Advisory
Ohio
$923K +$91.4K +1,021 +11%
AIC
1207
Archer Investment Corporation
Indiana
$919K +$9.31K +104 +1%
BAM
1208
Beaumont Asset Management
Texas
$915K -$134K -1,500 -13%
EF
1209
Exeter Financial
Arizona
$915K +$25.5K +285 +3%
BWM
1210
Buckley Wealth Management
Nevada
$914K +$19.9K +222 +2%
PP
1211
Paloma Partners
Connecticut
$913K +$909K +10,156 New
PBK
1212
Peoples Bank (Kansas)
Kansas
$912K -$20.1K -225 -2%
MIM
1213
Moseley Investment Management
Florida
$912K -$63.5K -710 -7%
GBT
1214
Grove Bank & Trust
Florida
$900K +$179 +2 +0%
NERM
1215
New England Research & Management
Illinois
$896K -$221K -2,472 -20%
DCM
1216
Dudley Capital Management
Virginia
$893K -$61.3K -685 -6%
SCI
1217
Stableford Capital II
Arizona
$893K +$1.07K +12 +0.1%
ABLA
1218
Alan B. Lancz & Associates
Ohio
$890K -$4.47K -50 -0.5%
TPW
1219
Transatlantique Private Wealth
New York
$889K
AIM
1220
Aigen Investment Management
New York
$878K -$5.44M -60,848 -86%
CIA
1221
Capital Investment Advisors
Georgia
$878K +$50.8K +568 +6%
CWM
1222
Calamos Wealth Management
Illinois
$876K -$58.7K -656 -6%
LA
1223
Lynch & Associates
Indiana
$873K +$40.7K +455 +5%
PT
1224
Plimoth Trust
Massachusetts
$873K +$98.5K +1,101 +13%
PVI
1225
Pine Valley Investments
New Jersey
$872K -$8.95K -100 -1%

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.