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
WAG
1351
Wallace Advisory Group
California
$655K +$4.21K +47 +0.6%
SIG
1352
Sargent Investment Group
Maryland
$651K +$152K +1,704 +31%
RGC
1353
Roberts, Glore & Co
Illinois
$650K -$16.9K -189 -3%
HIC
1354
Hartline Investment Corp
Illinois
$649K -$13.4K -150 -2%
IAS
1355
Insigneo Advisory Services
Florida
$647K +$1.52K +17 +0.2%
WPC
1356
Waters Parkerson & Co
Louisiana
$647K +$22.4K +250 +4%
APP
1357
Avantax Planning Partners
Iowa
$644K +$1.7K +19 +0.3%
WAM
1358
Wolverine Asset Management
Illinois
$643K -$2.53M -28,273 -80%
MFF
1359
Michels Family Financial
Texas
$642K +$6.89K +77 +1%
DCM
1360
Davis Capital Management
Florida
$640K +$109K +1,223 +21%
MC
1361
Martin & Co
Tennessee
$638K +$18.3K +204 +3%
LIM
1362
Loudon Investment Management
New Hampshire
$637K +$137K +1,530 +28%
SOAMC
1363
Spirit of America Management Corp
New York
$635K
CAG
1364
Csenge Advisory Group
Florida
$635K -$463K -5,171 -40%
IB
1365
Intrust Bank
Kansas
$629K +$35.2K +393 +6%
LIM
1366
Longfellow Investment Management
Massachusetts
$628K -$687K -7,683 -52%
KFSC
1367
Keystone Financial Services (Colorado)
Colorado
$628K +$32.4K +362 +5%
VWM
1368
Venturi Wealth Management
Texas
$627K +$54.4K +608 +10%
CCA
1369
Cypress Capital Advisors
Tennessee
$627K +$624K +6,978 New
PMSA
1370
Patrick M. Sweeney & Associates
Illinois
$625K
CWM
1371
Crowley Wealth Management
Delaware
$624K -$140K -1,563 -18%
CAG
1372
Crestwood Advisors Group
Massachusetts
$623K +$36.8K +411 +6%
CWS
1373
Cypress Wealth Services
California
$623K -$3.67K -41 -0.6%
TFA
1374
Tranquilli Financial Advisor
New Jersey
$622K +$40.7K +455 +7%
WCM
1375
Windsor Capital Management
Arizona
$621K +$4.12K +46 +0.7%

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.