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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
CI
1326
CX Institutional
Indiana
$692K +$50.8K +568 +8%
BIG
1327
Brookwood Investment Group
Arizona
$692K +$689K +7,699 New
HPM
1328
Hudson Portfolio Management
New York
$689K +$146K +1,630 +27%
WANY
1329
Wealthspire Advisors (New York)
New York
$684K +$150K +1,678 +28%
PA
1330
Persium Advisors
Georgia
$683K +$30.2K +337 +5%
CWP
1331
Clark Wealth Partners
Illinois
$682K +$58.1K +649 +9%
XT
1332
XTX Topco
Cayman Islands
$680K +$678K +7,572 New
JFL
1333
Jarislowsky, Fraser Ltd
Quebec, Canada
$676K -$35.8K -400 -5%
UWM
1334
USAdvisors Wealth Management
Minnesota
$674K -$15.5K -173 -2%
NWAG
1335
Net Worth Advisory Group
Utah
$674K +$2.77K +31 +0.4%
BAM
1336
Belpointe Asset Management
Nevada
$673K -$54.3K -607 -7%
HA
1337
Huntleigh Advisors
Missouri
$669K -$268 -3 -0%
FCMC
1338
Founders Capital Management (Connecticut)
Connecticut
$668K
CIC
1339
Cornercap Investment Counsel
Georgia
$667K -$10.4K -116 -2%
SN
1340
Sittner & Nelson
Oregon
$667K -$4.38K -49 -0.7%
AI
1341
Atom Investors
Texas
$666K -$2.5M -27,951 -79%
MSA
1342
Marino Stram & Associates
Massachusetts
$665K -$1.25K -14 -0.2%
JC
1343
Jacobs & Co
California
$664K -$102K -1,136 -13%
CWP
1344
Cyndeo Wealth Partners
Florida
$660K -$9.75K -109 -1%
UFF
1345
USA Financial Formulas
Michigan
$659K +$405K +4,523 +161%
CPWA
1346
Cerro Pacific Wealth Advisors
California
$658K -$17.3K -193 -2%
NVIM
1347
New Vernon Investment Management
Illinois
$657K -$2M -22,300 -75%
LRIC
1348
Long Road Investment Counsel
Michigan
$656K +$80.5K +900 +14%
FNBTCON
1349
First National Bank & Trust Co of Newtown
Pennsylvania
$656K -$15.5K -173 -2%
FRA
1350
Frank Rimerman Advisors
California
$655K +$297K +3,316 +83%

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.