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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 %
CIR
1926
Clear Investment Research
Georgia
$52.3K – – –
HWM
1927
Hemington Wealth Management
Virginia
$51K -$42.4K -495 -45%
CPG
1928
Cornerstone Planning Group
New Jersey
$49.9K -$10.9K -122 -18%
PGAM
1929
Princeton Global Asset Management
New Jersey
$49.7K +$14.8K +170 +43%
PMFA
1930
Plante Moran Financial Advisors
Michigan
$48.3K – – –
WSCM
1931
Wellington Shields Capital Management
New York
$47.9K +$17.4K +200 +57%
RBC
1932
Roble Belko & Company
Pennsylvania
$46K -$1.56K -18 -3%
BIA
1933
Bell Investment Advisors
California
$45.3K -$19.9K -228 -30%
HFM
1934
Hartford Financial Management
Connecticut
$44.3K -$1.83K -21 -4%
CCC
1935
Chelsea Counsel Company
California
$43.9K – – –
PP
1936
Pingora Partners
Wyoming
$43.6K – – –
DWA
1937
Dougherty Wealth Advisers
Minnesota
$43.6K – – –
BHWM
1938
Beaird Harris Wealth Management
Texas
$42.7K +$14.4K +165 +51%
ME
1939
McIlrath & Eck
Washington
$42K +$87 +1 +0.2%
POIA
1940
Pin Oak Investment Advisors
Texas
$42K – – –
FFA
1941
Frazier Financial Advisors
Ohio
$42K +$523 +6 +1%
CFS
1942
CGC Financial Services
Oregon
$41.3K – – –
IMC
1943
Investment Management Corporation
Virginia
$40.5K +$5.4K +62 +15%
FAI
1944
Fiduciary Advisors Inc
Missouri
$39.5K – – –
FCT
1945
First Community Trust
Iowa
$38.3K – – –
AAG
1946
Armstrong Advisory Group
Massachusetts
$38.1K -$77.2K -886 -67%
TWD
1947
True Wealth Design
Ohio
$36.7K +$12.2K +140 +50%
CFG
1948
Chapman Financial Group
Hawaii
$36.5K +$36.5K +419 New
GC
1949
GFG Capital
Florida
$36.2K +$36.2K +415 New
MSWA
1950
Marshall & Sterling Wealth Advisors
New York
$35.1K -$2.35K -27 -6%
76 77
78
79 80