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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
UB
1726
Umpqua Bank
Oregon
$283K -$22.2K -248 -7%
MAM
1727
Mystic Asset Management
Rhode Island
$283K -$8.95K -100 -3%
MWM
1728
Modera Wealth Management
New Jersey
$282K -$74.9K -837 -21%
SLG
1729
Stanley-Laman Group
Pennsylvania
$282K +$28.7K +321 +11%
TWP
1730
Triad Wealth Partners
Kansas
$282K +$32.4K +362 +13%
CWM
1731
Centurion Wealth Management
Virginia
$281K
RPCONE
1732
Retirement Planning Company of New England
Rhode Island
$281K +$12.5K +140 +5%
RF
1733
Roxbury Financial
New Jersey
$280K +$1.52K +17 +0.6%
PFW
1734
Petros Family Wealth
Minnesota
$280K +$11.4K +127 +4%
AOWM
1735
Alpha Omega Wealth Management
Virginia
$279K -$25.9K -289 -9%
MWA
1736
Meridian Wealth Advisors
Texas
$279K -$55K -615 -17%
IA
1737
IFC Advisors
California
$278K +$20.1K +225 +8%
CCA
1738
Cobblestone Capital Advisors
New York
$278K +$5.55K +62 +2%
AF
1739
Affiance Financial
Minnesota
$276K -$71.5K -799 -21%
QPW
1740
Quantum Private Wealth
Florida
$275K -$44.7K -500 -14%
UAG
1741
United Advisor Group
Ohio
$274K -$365K -4,082 -57%
WF
1742
Wayfinding Financial
Washington
$273K +$271K +3,024 New
AFM
1743
Aspetuck Financial Management
Connecticut
$272K -$8.95K -100 -3%
MCM
1744
Maple Capital Management
Vermont
$271K -$14.8K -165 -5%
MFGP
1745
Marshall Financial Group (Pennsylvania)
Pennsylvania
$270K +$269K +3,010 New
HTHT
1746
Hemenway Trust Hemenway Trust
New Hampshire
$270K -$3.3M -36,917 -92%
IPW
1747
Intergy Private Wealth
Colorado
$270K +$42.8K +478 +19%
FA
1748
Forefront Analytics
Pennsylvania
$270K -$6.8K -76 -2%
WPW
1749
Waldron Private Wealth
Pennsylvania
$267K -$157K -1,753 -37%
NSIM
1750
North Star Investment Management
Illinois
$267K

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.