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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
CPA
1401
Capital Performance Advisors
California
$585K +$167K +1,871 +40%
BOS
1402
Bank of Stockton
California
$584K -$23.4K -261 -4%
FMP
1403
Financial Management Professionals
Texas
$580K +$17.7K +198 +3%
KAS
1404
KPP Advisory Services
Kentucky
$580K +$190K +2,121 +49%
NHT
1405
New Hampshire Trust
New Hampshire
$580K +$74.9K +837 +15%
CPIG
1406
Chicago Partners Investment Group
Illinois
$580K -$3.49K -39 -0.6%
EI
1407
Ellevest Inc
New York
$579K +$577K +6,445 New
AC
1408
Avestar Capital
New York
$578K +$40.5K +453 +8%
MWPCG
1409
Measured Wealth Private Client Group
New Hampshire
$575K -$4.29K -48 -0.7%
GWP
1410
Gen-Wealth Partners
Michigan
$573K -$53.6K -599 -9%
CSI
1411
Clark & Stuart Inc
Maine
$573K
CF
1412
Centaurus Financial
California
$572K +$11.6K +130 +2%
WPC
1413
White Pine Capital
Minnesota
$569K +$17.4K +195 +3%
WC
1414
Westhampton Capital
North Carolina
$568K
NRG
1415
Nemes Rush Group
Michigan
$568K -$77.6K -867 -12%
JAG
1416
Journey Advisory Group
Kentucky
$565K -$60.8K -680 -10%
EA
1417
Everpar Advisors
Oklahoma
$565K -$12.5K -140 -2%
CSB
1418
City State Bank
Iowa
$565K
AA
1419
Alta Advisers
United Kingdom
$565K +$188K +2,100 +50%
MA
1420
MONECO Advisors
Connecticut
$563K -$12.3K -137 -2%
GSEP
1421
Golden State Equity Partners
California
$561K +$558K +6,239 New
KWM
1422
Kiker Wealth Management
Georgia
$558K -$37.4K -418 -6%
KB
1423
Kimelman & Baird
New York
$557K +$538K +6,010 +3,147%
GPI
1424
General Partner Inc
Pennsylvania
$557K
DAC
1425
Dividend Assets Capital
South Carolina
$556K -$218K -2,441 -28%

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.