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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
SAM
1876
Satovsky Asset Management
New York
$205K +$204K +2,284 New
CWM
1877
CarsonAllaria Wealth Management
Illinois
$205K +$4.03K +45 +2%
SL
1878
Summitry LLC
California
$205K +$204K +2,280 New
TPW
1879
TL Private Wealth
Texas
$203K
CW
1880
Code Waechter
Florida
$203K -$287K -3,207 -59%
JWBC
1881
J.W. Burns & Co
New York
$202K +$201K +2,249 New
DIA
1882
Dana Investment Advisors
Wisconsin
$202K -$58.2K -650 -22%
EB
1883
Emprise Bank
Kansas
$201K +$200K +2,239 New
CT
1884
Coastline Trust
Rhode Island
$199K -$43K -480 -18%
SPF
1885
South Plains Financial
Texas
$195K +$6.53K +73 +3%
KLWA
1886
Kelly Lawrence W & Associates
California
$193K
DSC
1887
Duncker Streett & Co
Missouri
$193K +$2.6K +29 +1%
BI
1888
Binnacle Investments
Iowa
$191K +$190K +2,128 New
KOCAA
1889
Knights of Columbus Asset Advisors
Connecticut
$190K +$3.94K +44 +2%
SIS
1890
Strategic Investment Solutions
Illinois
$189K
DAM
1891
Delta Asset Management
Tennessee
$187K -$9.84K -110 -5%
CSPIA
1892
Cary Street Partners Investment Advisory
Virginia
$186K +$29.4K +329 +19%
AG
1893
AmeriFlex Group
Nevada
$184K +$169K +1,884 +1,170%
PWA
1894
Provenance Wealth Advisors
Florida
$182K -$164K -1,835 -48%
FNWA
1895
Financial Network Wealth Advisors
Utah
$181K +$97.2K +1,086 +117%
CB
1896
CNB Bank
Pennsylvania
$180K -$102K -1,137 -36%
BONH
1897
Bank of New Hampshire
New Hampshire
$179K
DWS
1898
Dynamic Wealth Strategies
California
$178K +$177K +1,978 New
SCM
1899
Silvant Capital Management
Georgia
$174K
BWM
1900
Bernard Wealth Management
Michigan
$171K +$2.06K +23 +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.