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Medtronic
MDT

Overview Fund Activity

2,143 hedge funds and large institutions have $97B invested in Medtronic in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 927 increasing their positions, 793 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,143
Holders Change
+43
Holders Change %
+2.05%
% of All Funds
29.1%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.58%
New
208
Increased
927
Reduced
793
Closed
125
Calls
$1.05B
Puts
$1.04B
Net Calls
+$9.46M
Net Calls Change
+$55M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$752M
2
Capital World Investors
Capital World Investors
California
+$448M
3
Boston Partners
Boston Partners
Massachusetts
+$341M
4
Ameriprise
Ameriprise
Minnesota
+$311M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$757M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$464M
3
CCM
Camber Capital Management
Massachusetts
-$220M
4
Lazard Asset Management
Lazard Asset Management
New York
-$216M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
2001
SJS Investment Consulting
Ohio
$31.2K – – –
CH
2002
Canton Hathaway
Rhode Island
$31K +$6.02K +68 +24%
FFO
2003
Fortitude Family Office
Arizona
$30.5K -$6.83K -76 -18%
WTFG
2004
Wood Tarver Financial Group
Idaho
$30.5K -$90 -1 -0.3%
MAS
2005
MPWM Advisory Solutions
Georgia
$30.2K -$12.4K -138 -29%
SC
2006
Stephens Consulting
Michigan
$29.7K -$1.17K -13 -4%
AWM
2007
Activest Wealth Management
Florida
$29.7K +$28.9K +322 +3,578%
RJA
2008
Ross\Johnson & Associates
Minnesota
$29.7K – – –
BHWM
2009
Beaird Harris Wealth Management
Texas
$29.2K – – –
Twin Tree Management
2010
Twin Tree Management
Texas
$29.1K +$29.1K +324 New
PSFG
2011
Park Square Financial Group
Georgia
$28.3K +$2.79K +31 +11%
NAAA
2012
New Age Alpha Advisors
New York
$28.2K +$2.34K +26 +9%
CRFG
2013
Columbia River Financial Group
Washington
$28K +$28K +319 New
CA
2014
Crewe Advisors
Utah
$26.8K +$4.58K +51 +21%
HWM
2015
HighMark Wealth Management
Minnesota
$26K +$1.08K +12 +4%
1M
2016
1248 Management
Missouri
$25.6K +$25.6K +283 New
NL
2017
NVWM LLC
Pennsylvania
$25.6K +$90 +1 +0.4%
BFS
2018
Burkett Financial Services
South Carolina
$25.6K +$16.6K +185 +185%
CB
2019
Centennial Bank
Arkansas
$25.5K – – –
MTIC
2020
Missouri Trust & Investment Company
Missouri
$25.3K +$1.98K +22 +8%
TWD
2021
True Wealth Design
Ohio
$25.3K +$10.3K +115 +69%
BTD
2022
BankPlus Trust Department
Mississippi
$23.7K – – –
PPA
2023
Painted Porch Advisors
California
$23.6K -$2.25K -25 -9%
CIAS
2024
CBIZ Investment Advisory Services
Ohio
$23.1K +$10.1K +112 +78%
DWM
2025
Darwin Wealth Management
Florida
$23.1K – – –
79 80
81
82 83