We are live on ! Find out more
MDT icon

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
PP
2001
Pingora Partners
Wyoming
$44.9K
BCMLT
2002
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K +$14K +157 +46%
LC
2003
Lavaca Capital
Texas
$44.2K
ME
2004
McIlrath & Eck
Washington
$43.2K +$6.35K +71 +17%
FFA
2005
Frazier Financial Advisors
Ohio
$42.8K +$1.7K +19 +4%
CFS
2006
CGC Financial Services
Oregon
$42.6K
POIA
2007
Pin Oak Investment Advisors
Texas
$42K
FAI
2008
Fiduciary Advisors Inc
Missouri
$40.7K
RFG
2009
REAP Financial Group
Texas
$40.7K +$13.8K +154 +52%
FCT
2010
First Community Trust
Iowa
$39.4K
BBPWM
2011
Blue Bell Private Wealth Management
Pennsylvania
$38.8K +$26.5K +296 +218%
MSWA
2012
Marshall & Sterling Wealth Advisors
New York
$38.7K +$33.6K +375 +670%
PA
2013
PSI Advisors
Florida
$38.6K +$89 +1 +0.2%
TIM
2014
Thompson Investment Management
Wisconsin
$38.2K
RMC
2015
Resources Management Corp
Connecticut
$38K
FFC
2016
First Financial Corp
Indiana
$36.8K
IMC
2017
Investment Management Corporation
Virginia
$36.2K +$21.3K +238 +144%
PGAM
2018
Princeton Global Asset Management
New Jersey
$35.9K
NC
2019
NewSquare Capital
Pennsylvania
$34.4K +$31.7K +354 +1,221%
RS
2020
Rakuten Securities
Japan
$33.4K +$3.49K +39 +12%
CWC
2021
Carolinas Wealth Consulting
North Carolina
$32.1K -$11.5K -129 -27%
HFS
2022
Hughes Financial Services
Virginia
$31.9K +$32.2K +360 New
WSCM
2023
Wellington Shields Capital Management
New York
$31.5K
SIC
2024
SJS Investment Consulting
Ohio
$31.2K
CH
2025
Canton Hathaway
Rhode Island
$31K +$6.08K +68 +24%

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.