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Medtronic

2,140 hedge funds and large institutions have $94.6B invested in Medtronic in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 885 increasing their positions, 872 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $860M

1% more repeat investments, than reductions

Existing positions increased: 885 | Existing positions reduced: 872

0.39% more ownership

Funds ownership: 84.19%84.57% (+0.39%)

2% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 148

4% less capital invested

Capital invested by funds: $98.5B → $94.6B (-$3.93B)

1% less funds holding

Funds holding: 2,1712,140 (-31)

27% less funds holding in top 10

Funds holding in top 10: 4432 (-12)

Holders
2,140
Holders Change
-31
Holders Change %
-1.43%
% of All Funds
28.17%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.42%
New
145
Increased
885
Reduced
872
Closed
148
Calls
$1.02B
Puts
$860M
Net Calls
+$162M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1951
Ransom Advisory
Rhode Island
$55.3K
BCM
1952
Boreal Capital Management
Florida
$55.2K +$53.3K +628 New
AEPWM
1953
Atlantic Edge Private Wealth Management
Florida
$54.7K
SWIM
1954
Smallwood Wealth Investment Management
New Jersey
$53.3K
TC
1955
Trust Company
Kansas
$52.4K -$34.3K -405 -40%
FDW
1956
Fourth Dimension Wealth
Ohio
$52.3K -$8.73K -103 -15%
KLWA
1957
Kelly Lawrence W & Associates
California
$52.3K -$131K -1,550 -72%
CIR
1958
Clear Investment Research
Georgia
$52.3K
HWM
1959
Hemington Wealth Management
Virginia
$51K -$42K -495 -45%
RF
1960
Robinswood Financial
Washington
$51K
CPG
1961
Cornerstone Planning Group
New Jersey
$49.9K -$10.3K -122 -18%
PGAM
1962
Princeton Global Asset Management
New Jersey
$49.7K +$14.4K +170 +43%
PMFA
1963
Plante Moran Financial Advisors
Michigan
$48.3K
WSCM
1964
Wellington Shields Capital Management
New York
$47.9K +$17K +200 +57%
RBC
1965
Roble Belko & Company
Pennsylvania
$46K -$1.53K -18 -3%
BIA
1966
Bell Investment Advisors
California
$45.3K -$19.3K -228 -30%
HFM
1967
Hartford Financial Management
Connecticut
$44.3K -$1.78K -21 -4%
CCC
1968
Chelsea Counsel Company
California
$43.9K
DWA
1969
Dougherty Wealth Advisers
Minnesota
$43.6K
PP
1970
Pingora Partners
Wyoming
$43.6K
BHWM
1971
Beaird Harris Wealth Management
Texas
$42.7K +$14K +165 +51%
ME
1972
McIlrath & Eck
Washington
$42K +$85 +1 +0.2%
POIA
1973
Pin Oak Investment Advisors
Texas
$42K
FFA
1974
Frazier Financial Advisors
Ohio
$42K +$509 +6 +1%
CFS
1975
CGC Financial Services
Oregon
$41.3K

MDT Hedge Fund Activity: Q2 2025 in Review

2,140 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2025, worth a combined $94.6B — down 4% from $98.5B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of MDT and 145 opened new positions — a net loss of 3 holders — while 872 trimmed existing stakes and 885 added.

The largest buyer was Goldman Sachs, adding an estimated $917M. The largest seller was Longview Partners, exiting entirely with an estimated $467M sold.

  • 2,140 institutional investors held Medtronic (MDT) as of Q2 2025, down from 2,171 in Q1 2025.
  • Funds reported $94.6B of Medtronic stock for Q2 2025, down 4% quarter-over-quarter.
  • 145 funds opened new Medtronic positions in Q2 2025 and 148 closed out, a net change of -3 holders.
  • The largest Medtronic buyer in Q2 2025 was Goldman Sachs, an estimated $917M added.
  • The largest Medtronic seller in Q2 2025 was Longview Partners, an estimated $467M sold.

Based on aggregated 13F filings for Q2 2025.