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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 %
FA
1726
Forefront Analytics
Pennsylvania
$270K -$6.84K -76 -2%
WPW
1727
Waldron Private Wealth
Pennsylvania
$267K -$159K -1,753 -37%
NSIM
1728
North Star Investment Management
Illinois
$267K – – –
MFG
1729
MidWestOne Financial Group
Iowa
$267K +$29.7K +330 +13%
EFG
1730
Everhart Financial Group
Ohio
$267K +$267K +2,967 New
TAM
1731
TCP Asset Management
Ohio
$266K +$3.59K +40 +1%
SMA
1732
Sage Mountain Advisors
Georgia
$266K +$266K +2,961 New
MSFP
1733
Mark Sheptoff Financial Planning
Connecticut
$266K +$4.49K +50 +2%
SFM
1734
Signet Financial Management
New Jersey
$265K +$3.24K +36 +1%
GTAM
1735
Global Trust Asset Management
Florida
$265K -$35.4K -394 -12%
WDC
1736
Woodward Diversified Capital
California
$265K +$21.7K +242 +9%
NWWA
1737
New Wave Wealth Advisors
Arkansas
$265K -$63.4K -706 -19%
FCP
1738
Fidelis Capital Partners
Florida
$264K -$252 -3 -0.1%
TNB
1739
Thomasville National Bank
Georgia
$263K – – –
UPS
1740
UHLMANN PRICE SECURITIES
Illinois
$263K +$180 +2 +0.1%
HJIM
1741
Henry James International Management
New York
$260K – – –
CSIC
1742
Clifford Swan Investment Counsel
California
$259K -$92.1K -1,025 -26%
EB
1743
Exchange Bank
California
$259K -$6.29K -70 -2%
CASB
1744
Cape Ann Savings Bank
Massachusetts
$258K +$258K +2,872 New
AIS
1745
American Investment Services
Massachusetts
$258K -$8.99K -100 -3%
MQWP
1746
Morey & Quinn Wealth Partners
Nebraska
$257K -$1.08K -12 -0.4%
LAI
1747
Legal Advantage Investments
California
$257K -$4.49K -50 -2%
ESB
1748
Essex Savings Bank
Connecticut
$256K -$11.5K -128 -4%
WLIM
1749
White Lighthouse Investment Management
Massachusetts
$256K +$8.63K +96 +3%
TWP
1750
Tempus Wealth Planning
California
$255K – – –
68 69
70
71 72