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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 %
EW
1751
Element Wealth
Mississippi
$254K -$2.25K -25 -0.9%
MWA
1752
Mills Wealth Advisors
Texas
$253K -$3.68K -41 -1%
PCP
1753
Proficio Capital Partners
Massachusetts
$251K +$251K +2,794 New
AFS
1754
Access Financial Services
Minnesota
$250K +$250K +2,787 New
CA
1755
CoreCap Advisors
Michigan
$249K +$47.6K +530 +24%
BOH
1756
Bank of Hawaii
Hawaii
$249K -$34.1K -379 -12%
PWAM
1757
Private Wealth Asset Management
Iowa
$249K +$249K +2,769 New
HAM
1758
Hickory Asset Management
Ohio
$248K -$12.3K -137 -5%
PWMAG
1759
Pinnacle Wealth Management Advisory Group
New Jersey
$248K +$248K +2,762 New
SO
1760
Sierra Ocean
California
$248K +$1.44K +16 +0.6%
SCM
1761
Saxony Capital Management
Missouri
$248K +$18.7K +208 +8%
BTWM
1762
Baker Tilly Wealth Management
Wisconsin
$246K -$16.3K -181 -6%
FCB
1763
First County Bank
Connecticut
$246K +$246K +2,739 New
ICP
1764
Interchange Capital Partners
Pennsylvania
$246K +$246K +2,739 New
AWS
1765
Aspen Wealth Strategies
Colorado
$246K -$4.22K -47 -2%
BMC
1766
Beaton Management Company
Massachusetts
$246K – – –
SMA
1767
Seven Mile Advisory
New Jersey
$246K +$13K +145 +6%
MS
1768
Madden Securities
Texas
$246K – – –
EWM
1769
Endowment Wealth Management
Wisconsin
$245K -$3.86K -43 -2%
ZIG
1770
Zullo Investment Group
Pennsylvania
$245K -$2.97K -33 -1%
BWP
1771
BSW Wealth Partners
Colorado
$244K -$128K -1,429 -35%
PCM
1772
Prelude Capital Management
New York
$241K -$58.9K -656 -20%
FCFC
1773
First Citizens Financial Corp
Iowa
$240K – – –
HCP
1774
Hardin Capital Partners
South Carolina
$240K -$26.7K -297 -10%
BTC
1775
Bank & Trust Company
Illinois
$240K -$4.22K -47 -2%
69 70
71
72 73