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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
BGAI
1901
Bruce G. Allen Investments
Colorado
$167K -$8.68K -97 -5%
BC
1902
Belmont Capital
California
$167K +$166K +1,858 New
ECM
1903
Eisler Capital Management
United Kingdom
$166K -$450K -5,024 -73%
PWA
1904
Physician Wealth Advisors
Utah
$165K +$3.67K +41 +2%
OP
1905
ORG Partners
Indiana
$162K -$27K -302 -14%
EWM
1906
Evermay Wealth Management
Virginia
$162K
RF
1907
Rossby Financial
Florida
$160K +$170K +1,897 New
AWM
1908
Avior Wealth Management
Nebraska
$156K -$973K -10,868 -86%
FFWM
1909
Future Financial Wealth Management
Ohio
$155K +$447 +5 +0.3%
SIS
1910
Sound Income Strategies
Florida
$146K -$20.8K -232 -12%
BLC
1911
Brown, Lisle/Cummings
Rhode Island
$146K +$12.4K +139 +9%
CA
1912
Centerpoint Advisors
Massachusetts
$142K -$26.8K -300 -16%
S
1913
Sachetta
Massachusetts
$139K -$6.26K -70 -4%
WA
1914
Whipplewood Advisors
Colorado
$139K -$17.4K -194 -13%
SIC
1915
Salem Investment Counselors
North Carolina
$138K +$37.8K +422 +38%
ZBNA
1916
Zions Bancorporation, National Association
Utah
$135K +$134K +1,502 New
TFM
1917
TFC Financial Management
Massachusetts
$132K -$13K -145 -9%
JGIA
1918
Jackson Grant Investment Advisers
Connecticut
$130K +$268 +3 +0.2%
RA
1919
Rise Advisors
New York
$121K +$58.1K +649 +93%
SC
1920
SouthState Corp
Florida
$120K +$69.1K +772 +137%
YDMI
1921
Y.D. More Investments
Israel
$118K -$12.3K -138 -10%
CM
1922
Capula Management
Cayman Islands
$117K +$117K +1,302 New
NECFA
1923
New England Capital Financial Advisors
Connecticut
$117K +$179 +2 +0.2%
PWA
1924
Principia Wealth Advisory
Texas
$115K +$2.42K +27 +2%
Cohen & Steers
1925
Cohen & Steers
New York
$112K -$233K -2,606 -68%

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.