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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
BWM
1276
BigSur Wealth Management
Florida
$761K
CFO
1277
Callan Family Office
Pennsylvania
$759K -$736K -8,228 -49%
IAS
1278
Investment Advisory Services
Texas
$751K +$805 +9 +0.1%
QWP
1279
Quotient Wealth Partners
Texas
$746K +$41.7K +466 +6%
FFO
1280
Fiduciary Family Office
Florida
$744K +$741K +8,284 New
CPSAC
1281
Chas P. Smith & Associates (CPS)
Florida
$744K -$31.4K -351 -4%
KA
1282
Kovack Advisors
Florida
$744K -$23.9K -267 -3%
UAS
1283
United Asset Strategies
New York
$744K +$5.91K +66 +0.8%
IC
1284
Inscription Capital
Texas
$743K +$763K +8,531 New
RYIA
1285
Roehl & Yi Investment Advisors
Oregon
$742K +$31.2K +349 +4%
ASBI
1286
American State Bank (Iowa)
Iowa
$742K +$81.6K +912 +12%
SFSG
1287
Sound Financial Strategies Group
Mississippi
$741K -$190K -2,125 -20%
SWM
1288
SeaCrest Wealth Management
New York
$739K +$23.1K +258 +3%
PI
1289
PFG Investments
New York
$738K -$18.4K -206 -2%
HFO
1290
Heritage Family Offices
Arizona
$738K +$30.3K +339 +4%
AP
1291
Americana Partners
Texas
$734K +$115K +1,283 +19%
SFG
1292
Shum Financial Group
California
$734K -$52.7K -589 -7%
PWAM
1293
Pinnacle West Asset Management
Wyoming
$732K +$10.3K +115 +1%
SB
1294
Simmons Bank
Arkansas
$732K -$59.8K -668 -8%
RG
1295
Rathbones Group
United Kingdom
$731K +$221K +2,468 +44%
BFO
1296
Biltmore Family Office
North Carolina
$730K -$5.37K -60 -0.7%
NFG
1297
Nations Financial Group
Iowa
$729K +$20.8K +232 +3%
KFS
1298
Keynote Financial Services
Connecticut
$727K -$895 -10 -0.1%
SWM
1299
Salvus Wealth Management
New Jersey
$726K +$15.2K +170 +2%
AW
1300
Alteri Wealth
California
$725K +$114K +1,276 +19%

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.