MDT icon

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 %
KWA
1426
Kingswood Wealth Advisors
California
$536K -$11.5K -128 -2%
MMPW
1427
Mitchell McLeod Pugh & Williams
Alabama
$534K – – –
KA
1428
Kure Advisory
Minnesota
$534K +$534K +5,944 New
CFA
1429
Cahill Financial Advisors
Minnesota
$531K -$110K -1,222 -17%
KOC
1430
Koss-Olinger Consulting
Florida
$531K -$1.06M -11,849 -67%
AC
1431
AlphaCore Capital
California
$529K +$529K +5,839 New
SR
1432
Syntax Research
Florida
$528K +$4.4K +49 +0.8%
TFS
1433
Thoroughbred Financial Services
Tennessee
$528K +$528K +5,881 New
JWM
1434
Jupiter Wealth Management
Colorado
$522K -$522K -6,000 -50%
PWM
1435
Pines Wealth Management
North Carolina
$521K +$206K +2,515 +65%
ACL
1436
Applied Capital LLC
Florida
$521K -$10.8K -120 -2%
IAG
1437
Ipsen Advisor Group
Arkansas
$520K +$4.04K +45 +0.8%
GVCM
1438
Global View Capital Management
Wisconsin
$520K -$70.3K -782 -12%
FPB
1439
First PREMIER Bank
South Dakota
$519K -$15.7K -175 -3%
CCG
1440
Ceeto Capital Group
Florida
$518K – – –
SFP
1441
Shepherd Financial Partners
Massachusetts
$518K +$17.3K +192 +3%
WA
1442
Wealth Architects
California
$518K +$518K +5,759 New
TAM
1443
Titleist Asset Management
Texas
$511K -$89K -990 -15%
BAM
1444
Boyar Asset Management
New York
$509K +$6.47K +72 +1%
MCM
1445
Manchester Capital Management
Vermont
$507K +$1.8K +20 +0.4%
IC
1446
Iconiq Capital
California
$506K +$9.71K +108 +2%
WWM
1447
Western Wealth Management
Colorado
$506K +$65.6K +730 +15%
CC
1448
Callan Capital
California
$505K +$157K +1,746 +45%
RAM
1449
Redmond Asset Management
Virginia
$504K – – –
IWA
1450
IVC Wealth Advisors
Pennsylvania
$504K +$48.1K +535 +11%
56 57
58
59 60