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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
EPIM
1426
Evelyn Partners Investment Management
$555K
RL
1427
Rogco LP
Oklahoma
$555K -$41K -458 -7%
WWM
1428
Waterway Wealth Management
Texas
$554K +$63.5K +710 +13%
AWM
1429
AllSquare Wealth Management
New York
$554K +$7.43K +83 +1%
AGP
1430
Aspire Growth Partners
Florida
$554K +$596K +6,661 New
SIG
1431
Stonegate Investment Group
Alabama
$554K -$17.2K -192 -3%
APWM
1432
Argonautica Private Wealth Management
Massachusetts
$550K -$3.08M -34,389 -85%
DWM
1433
DecisionMap Wealth Management
Virginia
$549K +$15.6K +174 +3%
Capstone Investment Advisors
1434
Capstone Investment Advisors
New York
$545K -$4.44M -49,610 -89%
FA
1435
Fiduciary Alliance
South Carolina
$544K +$15.1K +169 +3%
LAS
1436
Legacy Advisory Services
Pennsylvania
$541K +$128K +1,432 +31%
VC
1437
Vicus Capital
Pennsylvania
$540K -$19.5K -218 -3%
CCG
1438
Coastwise Capital Group
California
$539K -$26.8K -300 -5%
CCP
1439
Clough Capital Partners
Massachusetts
$539K
GC
1440
Gilbert & Cook
Iowa
$538K +$15.5K +173 +3%
KCM
1441
Kathmere Capital Management
Pennsylvania
$538K +$210K +2,343 +64%
FFA
1442
Fi3 Financial Advisors
Indiana
$537K -$108K -1,211 -17%
TBNY
1443
Trustco Bank (New York)
New York
$536K -$42.5K -475 -7%
FMTCOCP
1444
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$536K -$24.1K -269 -4%
KWA
1445
Kingswood Wealth Advisors
California
$536K -$11.5K -128 -2%
MMPW
1446
Mitchell McLeod Pugh & Williams
Alabama
$534K
KA
1447
Kure Advisory
Minnesota
$534K +$532K +5,944 New
CFA
1448
Cahill Financial Advisors
Minnesota
$531K -$109K -1,222 -17%
KOC
1449
Koss-Olinger Consulting
Florida
$531K -$1.06M -11,849 -67%
CT
1450
Caldwell Trust
Florida
$531K +$37.8K +422 +8%

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.