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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 %
JWM
1551
Jeppson Wealth Management
California
$391K – – –
MWS
1552
MFA Wealth Services
California
$390K -$15.2K -169 -4%
EWM
1553
Empirical Wealth Management
Washington
$387K -$657K -7,309 -63%
WFS
1554
Widmann Financial Services
Maryland
$384K +$41.8K +465 +12%
PAG
1555
Poinciana Advisors Group
Florida
$383K -$1.17K -13 -0.3%
Empower Advisory Group
1556
Empower Advisory Group
Colorado
$382K -$17.9K -199 -4%
AM
1557
AGF Management
Ontario, Canada
$381K +$3.86K +43 +1%
PWPS
1558
Pinnacle Wealth Planning Services
Ohio
$381K +$32.6K +363 +9%
I
1559
InvesTrust
Oklahoma
$380K – – –
BWP
1560
BlueStem Wealth Partners
Minnesota
$380K -$4.04K -45 -1%
RDWM
1561
Red Door Wealth Management
Tennessee
$380K – – –
BTWM
1562
Brass Tax Wealth Management
Ohio
$379K +$7.46K +83 +2%
RFA
1563
Register Financial Advisors
Georgia
$378K +$90 +1 +0%
WA
1564
Wealth Alliance
New York
$378K +$10.3K +115 +3%
TLCM
1565
Twin Lakes Capital Management
California
$378K – – –
HCM
1566
Hall Capital Management
Rhode Island
$377K -$2.25K -25 -0.6%
SAM
1567
Strategy Asset Managers
California
$375K +$30.9K +344 +9%
GWM
1568
Graybill Wealth Management
Illinois
$374K +$374K +4,161 New
FWM
1569
Forza Wealth Management
Florida
$373K +$8.09K +90 +2%
FIC
1570
FCG Investment Company
Tennessee
$373K +$373K +4,152 New
PA
1571
PFG Advisors
Arizona
$372K +$132K +1,471 +55%
CGL
1572
Clarius Group LLC
Washington
$371K +$25.6K +285 +7%
FFS
1573
Flavin Financial Services
Florida
$370K +$6.29K +70 +2%
BG
1574
Bollard Group
Massachusetts
$368K +$3.06K +34 +0.8%
AIM
1575
Aspen Investment Management
Michigan
$367K -$3.06K -34 -0.8%
61 62
63
64 65