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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
AF
1826
Apexium Financial
Texas
$222K +$219K +2,452 New
QC
1827
Quent Capital
New York
$222K +$98.1K +1,096 +80%
FS
1828
Financially Speaking
Colorado
$222K
ACG
1829
Allen Capital Group
Nebraska
$222K +$221K +2,467 New
CFG
1830
Clayton Financial Group
Missouri
$222K +$221K +2,465 New
GWM
1831
GDS Wealth Management
Texas
$221K +$220K +2,463 New
WAM
1832
Weatherly Asset Management
California
$220K -$5.37K -60 -2%
EWA
1833
Encompass Wealth Advisors
Oregon
$220K +$219K +2,443 New
HA
1834
Harfst & Associates
Wyoming
$219K -$40.1K -448 -16%
RFW
1835
Rainier Family Wealth
Washington
$219K -$6.35K -71 -3%
PIA
1836
Perennial Investment Advisors
California
$219K +$218K +2,441 New
ACGA
1837
Atlanta Consulting Group Advisors
Georgia
$219K -$45.4K -507 -17%
CG
1838
CFO4Life Group
Texas
$218K -$87.1K -973 -29%
SFS
1839
Summit Financial Strategies
Ohio
$218K -$30.5K -341 -12%
SAM
1840
Secure Asset Management
Michigan
$218K -$102K -1,141 -32%
BWP
1841
Balboa Wealth Partners
Arizona
$218K -$13K -145 -6%
CWA
1842
Cura Wealth Advisors
Illinois
$217K +$216K +2,412 New
ANTB
1843
AMG National Trust Bank
Colorado
$217K -$31.3K -350 -13%
TSWM
1844
Triangle Securities Wealth Management
North Carolina
$216K -$73.5K -821 -25%
BFIC
1845
Bedell Frazier Investment Counselling
California
$216K -$116K -1,300 -35%
JWCA
1846
J.W. Coons Advisors
Ohio
$216K +$215K +2,401 New
WA
1847
WBH Advisory
Maryland
$215K +$214K +2,395 New
FLI
1848
Family Legacy Inc
South Carolina
$215K -$105K -1,175 -33%
NC
1849
NBW Capital
Massachusetts
$214K +$214K +2,387 New
CA
1850
Cornerstone Advisory
Maryland
$214K +$2.68K +30 +1%

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.