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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
PFBT
1376
Parkside Financial Bank & Trust
Missouri
$619K +$37.8K +422 +7%
SWA
1377
Stratos Wealth Advisors
Ohio
$616K +$26.2K +293 +4%
AWMM
1378
Aegis Wealth Management (Maryland)
Maryland
$616K +$313K +3,500 +104%
CA
1379
Crumly & Associates
Illinois
$615K +$27.9K +312 +5%
TC
1380
Trilogy Capital
California
$609K -$3.76K -42 -0.6%
WT
1381
Whittier Trust
California
$608K -$116K -1,293 -16%
JFG
1382
Jefferies Financial Group
New York
$608K -$10.6M -118,737 -95%
1IA
1383
1620 Investment Advisors
Massachusetts
$608K +$20.8K +232 +4%
PWP
1384
Phillips Wealth Planners
Mississippi
$607K +$142K +1,586 +28%
WPC
1385
Wedmont Private Capital
Pennsylvania
$607K +$136K +1,516 +26%
TW
1386
TritonPoint Wealth
Maryland
$605K +$100K +1,118 +20%
CCA
1387
Checchi Capital Advisers
California
$605K +$48.9K +547 +9%
BCWM
1388
Bartlett & Co Wealth Management
Ohio
$604K -$11.6K -130 -2%
JPWM
1389
Jamison Private Wealth Management
Georgia
$604K -$61.3K -685 -9%
GXJ
1390
Global X Japan
Japan
$603K +$89.1K +996 +17%
BWM
1391
Biltmore Wealth Management
Arizona
$603K -$16.8K -188 -3%
MSS
1392
Mitchell Sinkler & Starr
Pennsylvania
$603K -$247K -2,757 -29%
EWM
1393
EPG Wealth Management
Georgia
$600K +$41.2K +460 +7%
MFA
1394
Mayflower Financial Advisors
Massachusetts
$597K -$2.77K -31 -0.5%
VA
1395
Valmark Advisers
Ohio
$593K -$141K -1,573 -19%
PMA
1396
Prudent Man Advisors
Illinois
$588K +$16.3K +182 +3%
BWG
1397
Beta Wealth Group
California
$586K -$8.41K -94 -1%
IWA
1398
Invera Wealth Advisors
Oregon
$586K +$584K +6,523 New
BIG
1399
Brooklyn Investment Group
New York
$586K +$171K +1,910 +41%
EFM
1400
E Fund Management
China
$586K -$54.9K -614 -9%

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.