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Medtronic
MDT

Overview Fund Activity

2,102 hedge funds and large institutions have $94B invested in Medtronic in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 869 increasing their positions, 855 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
-41
Holders Change %
-1.91%
% of All Funds
28.17%
Holding in Top 10
31
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.91%
% of All Funds
0.42%
New
144
Increased
869
Reduced
855
Closed
148
Calls
$1.02B
Puts
$860M
Net Calls
+$162M
Net Calls Change
+$152M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$943M
2
BlackRock
BlackRock
New York
+$444M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$311M
4
Millennium Management
Millennium Management
New York
+$270M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$169M

Top Sellers

1
LP
Longview Partners
Guernsey
-$467M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$454M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$350M
4
Franklin Resources
Franklin Resources
California
-$235M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
1876
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.9K – – –
TPWA
1877
Twin Peaks Wealth Advisors
California
$85.1K +$85.1K +924 New
CTC
1878
Cetera Trust Company
Minnesota
$85K – – –
GSWM
1879
Golden State Wealth Management
California
$84.7K -$3.92K -45 -4%
SIS
1880
Sound Income Strategies
Florida
$83.2K -$58.9K -675 -41%
OIA
1881
Optimum Investment Advisors
Illinois
$82.8K – – –
WPA
1882
Wealth Preservation Advisors
Tennessee
$80.4K -$87 -1 -0.1%
OC
1883
Oakworth Capital
Alabama
$78.6K -$21K -241 -21%
API
1884
Asset Planning Inc
California
$76K – – –
HBW
1885
Hazlett, Burt & Watson
West Virginia
$76K +$69.4K +794 +1,045%
SSG
1886
Summit Securities Group
New York
$75.3K +$75.3K +864 New
AT
1887
Arlington Trust
Alabama
$75.2K – – –
MIM
1888
MTM Investment Management
South Carolina
$74.8K +$74.8K +858 New
MWM
1889
MorganRosel Wealth Management
Colorado
$74.7K – – –
HFS
1890
Hopwood Financial Services
Virginia
$74.1K – – –
OWA
1891
Opal Wealth Advisors
New York
$72.4K -$697 -8 -1%
TCM
1892
Traub Capital Management
Massachusetts
$72.3K +$72.3K +829 New
CTB
1893
Country Trust Bank
Illinois
$69.7K – – –
RAM
1894
Ramirez Asset Management
New York
$69.7K +$4.36K +50 +7%
SWA
1895
SOA Wealth Advisors
New York
$67.7K +$50K +574 +283%
AP
1896
Atwood & Palmer
Missouri
$67.6K – – –
BL
1897
BFSG LLC
California
$67.3K – – –
RFG
1898
REAP Financial Group
Texas
$67K +$27.5K +316 +70%
MMCM
1899
Murphy & Mullick Capital Management
New York
$66.8K -$3.75K -43 -5%
KFGG
1900
Keystone Financial Group (Georgia)
Georgia
$66.4K – – –
74 75
76
77 78