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Medtronic
MDT

Overview Fund Activity

2,143 hedge funds and large institutions have $97B invested in Medtronic in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 927 increasing their positions, 793 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,143
Holders Change
+43
Holders Change %
+2.05%
% of All Funds
29.1%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.58%
New
208
Increased
927
Reduced
793
Closed
125
Calls
$1.05B
Puts
$1.04B
Net Calls
+$9.46M
Net Calls Change
+$55M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$752M
2
Capital World Investors
Capital World Investors
California
+$448M
3
Boston Partners
Boston Partners
Massachusetts
+$341M
4
Ameriprise
Ameriprise
Minnesota
+$311M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$757M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$464M
3
CCM
Camber Capital Management
Massachusetts
-$220M
4
Lazard Asset Management
Lazard Asset Management
New York
-$216M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
1351
Venturi Wealth Management
Texas
$627K +$54.6K +608 +10%
CCA
1352
Cypress Capital Advisors
Tennessee
$627K +$627K +6,978 New
PMSA
1353
Patrick M. Sweeney & Associates
Illinois
$625K – – –
CWM
1354
Crowley Wealth Management
Delaware
$624K -$140K -1,563 -18%
CAG
1355
Crestwood Advisors Group
Massachusetts
$623K +$36.9K +411 +6%
CWS
1356
Cypress Wealth Services
California
$623K -$3.68K -41 -0.6%
TFA
1357
Tranquilli Financial Advisor
New Jersey
$622K +$40.9K +455 +7%
WCM
1358
Windsor Capital Management
Arizona
$621K +$4.13K +46 +0.7%
PFBT
1359
Parkside Financial Bank & Trust
Missouri
$619K +$37.9K +422 +7%
SWA
1360
Stratos Wealth Advisors
Ohio
$616K +$26.3K +293 +4%
AWM
1361
Aegis Wealth Management
Maryland
$616K +$315K +3,500 +104%
CA
1362
Crumly & Associates
Illinois
$615K +$28K +312 +5%
TC
1363
Trilogy Capital
California
$609K -$3.77K -42 -0.6%
WT
1364
Whittier Trust
California
$608K -$116K -1,293 -16%
JFG
1365
Jefferies Financial Group
New York
$608K -$10.7M -118,737 -95%
1IA
1366
1620 Investment Advisors
Massachusetts
$608K +$20.8K +232 +4%
PWP
1367
Phillips Wealth Planners
Mississippi
$607K +$131K +1,586 +28%
WPC
1368
Wedmont Private Capital
Pennsylvania
$607K +$126K +1,516 +26%
TW
1369
TritonPoint Wealth
Maryland
$605K +$101K +1,118 +20%
CCA
1370
Checchi Capital Advisers
California
$605K +$49.2K +547 +9%
BCWM
1371
Bartlett & Co Wealth Management
Ohio
$604K -$11.8K -130 -2%
JPWM
1372
Jamison Private Wealth Management
Georgia
$604K -$61.6K -685 -9%
GXJ
1373
Global X Japan
Japan
$603K +$89.5K +996 +17%
BWM
1374
Biltmore Wealth Management
Arizona
$603K -$16.9K -188 -3%
MSS
1375
Mitchell Sinkler & Starr
Pennsylvania
$603K -$248K -2,757 -29%
53 54
55
56 57