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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
MFG
1751
MidWestOne Financial Group
Iowa
$267K +$29.5K +330 +13%
EFG
1752
Everhart Financial Group
Ohio
$267K +$265K +2,967 New
TAM
1753
TCP Asset Management
Ohio
$266K +$3.58K +40 +1%
SMA
1754
Sage Mountain Advisors
Georgia
$266K +$265K +2,961 New
MSFP
1755
Mark Sheptoff Financial Planning
Connecticut
$266K +$4.47K +50 +2%
SFM
1756
Signet Financial Management
New Jersey
$265K +$3.22K +36 +1%
GTAM
1757
Global Trust Asset Management
Florida
$265K -$35.3K -394 -12%
WDC
1758
Woodward Diversified Capital
California
$265K +$21.7K +242 +9%
NWWA
1759
New Wave Wealth Advisors
Arkansas
$265K -$63.2K -706 -19%
FCP
1760
Fidelis Capital Partners
Florida
$264K -$268 -3 -0.1%
TNB
1761
Thomasville National Bank
Georgia
$263K
UPS
1762
UHLMANN PRICE SECURITIES
Illinois
$263K +$179 +2 +0.1%
HJIM
1763
Henry James International Management
New York
$260K
CSIC
1764
Clifford Swan Investment Counsel
California
$259K -$91.7K -1,025 -26%
EB
1765
Exchange Bank
California
$259K -$6.26K -70 -2%
CASB
1766
Cape Ann Savings Bank
Massachusetts
$258K +$257K +2,872 New
AIS
1767
American Investment Services
Massachusetts
$258K -$8.95K -100 -3%
MQWP
1768
Morey & Quinn Wealth Partners
Nebraska
$257K -$1.07K -12 -0.4%
LAI
1769
Legal Advantage Investments
California
$257K -$4.47K -50 -2%
ESB
1770
Essex Savings Bank
Connecticut
$256K -$11.5K -128 -4%
WLIM
1771
White Lighthouse Investment Management
Massachusetts
$256K +$8.59K +96 +3%
TWP
1772
Tempus Wealth Planning
California
$255K
EW
1773
Element Wealth
Mississippi
$254K -$2.24K -25 -0.9%
MWA
1774
Mills Wealth Advisors
Texas
$253K -$3.67K -41 -1%
PCP
1775
Proficio Capital Partners
Massachusetts
$251K +$250K +2,794 New

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.