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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
CTA
1976
Colonial Trust Advisors
South Carolina
$62.2K +$12.6K +141 +26%
CWM
1977
Cranbrook Wealth Management
Michigan
$61.4K -$5.73K -64 -9%
CWP
1978
Concord Wealth Partners
Virginia
$61K -$4.29K -48 -7%
KFGG
1979
Keystone Financial Group (Georgia)
Georgia
$61K
W
1980
WealthCollab
Washington
$60.5K +$2.24K +25 +4%
AIP
1981
Arrowpoint Investment Partners
Singapore
$60K +$59.8K +668 New
WTA
1982
Washington Trust Advisors
Massachusetts
$57.2K +$3.22K +36 +6%
M
1983
MOTCO
Texas
$57.1K +$12.1K +135 +27%
RA
1984
Ransom Advisory
Rhode Island
$57K
CPG
1985
Cornerstone Planning Group
New Jersey
$56.8K +$40.8K +456 +205%
RTC
1986
Riverview Trust Company
Washington
$56.6K -$3.76K -42 -6%
AEPWM
1987
Atlantic Edge Private Wealth Management
Florida
$56.4K
SWIM
1988
Smallwood Wealth Investment Management
New Jersey
$54.9K +$54.7K +611 New
CIR
1989
Clear Investment Research
Georgia
$53.9K
RF
1990
Robinswood Financial
Washington
$52.6K +$12.9K +144 +33%
OW
1991
Olistico Wealth
Oklahoma
$51.3K
CAM
1992
Costello Asset Management
Pennsylvania
$51.2K +$51K +570 New
PSB
1993
Piscataqua Savings Bank
New Hampshire
$49.9K -$17.9K -200 -26%
PMFA
1994
Plante Moran Financial Advisors
Michigan
$49.8K -$2.42K -27 -5%
RBC
1995
Roble Belko & Company
Pennsylvania
$49K +$47.9K +535 +3,821%
BFPW
1996
BOK Financial Private Wealth
Colorado
$48.4K +$47.2K +528 +8,800%
HFM
1997
Hartford Financial Management
Connecticut
$47.5K
SCB
1998
Saudi Central Bank
Saudi Arabia
$45.4K +$45.2K +505 New
CCC
1999
Chelsea Counsel Company
California
$45.3K
DWA
2000
Dougherty Wealth Advisers
Minnesota
$44.9K

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.