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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
VA
1801
VestGen Advisors
Illinois
$238K +$237K +2,644 New
SSW
1802
Smith Shellnut Wilson
Mississippi
$237K -$43.1K -482 -15%
GPW
1803
Genesis Private Wealth
Virginia
$236K +$235K +2,625 New
CA
1804
Claris Advisors
Missouri
$235K +$234K +2,619 New
SPWM
1805
Spartan Planning & Wealth Management
North Carolina
$235K +$234K +2,617 New
BFWM
1806
Bright Futures Wealth Management
New York
$235K +$5.37K +60 +2%
PCM
1807
Pointe Capital Management
Michigan
$234K
HR
1808
Hardy Reed
Mississippi
$234K -$12.8K -143 -5%
Loomis, Sayles & Company
1809
Loomis, Sayles & Company
Massachusetts
$233K +$61.6K +688 +36%
JA
1810
JVL Associates
Michigan
$232K -$30.6K -342 -12%
AA
1811
Addison Advisors
Vermont
$231K +$17.5K +196 +8%
MG
1812
Mather Group
Illinois
$231K +$4.74K +53 +2%
CICI
1813
Capital Investment Counsel Inc
North Carolina
$230K +$229K +2,554 New
FFA
1814
Florida Financial Advisors
Florida
$229K +$229K +2,561 New
ONST
1815
Old North State Trust
North Carolina
$229K
BA
1816
Bridgewater Advisors
New York
$228K +$242K +2,701 New
SFA
1817
Souders Financial Advisors
Ohio
$228K +$227K +2,541 New
NG
1818
Northstar Group
New York
$228K
WCM
1819
Wedge Capital Management
North Carolina
$228K -$10.6K -118 -4%
ACI
1820
Alpha Cubed Investments
California
$227K +$226K +2,524 New
OWP
1821
ORG Wealth Partners
Texas
$227K +$4.56K +51 +2%
MBT
1822
Montecito Bank & Trust
California
$226K -$26.8K -300 -11%
BF
1823
Brucke Financial
Indiana
$225K +$40.3K +450 +20%
RCWM
1824
Royal Capital Wealth Management
Indiana
$224K +$223K +2,489 New
BPW
1825
Bingham Private Wealth
California
$223K +$222K +2,477 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.