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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 %
RFS
2026
Richardson Financial Services
Massachusetts
$22.5K +$359 +4 +2%
RWM
2027
Rialto Wealth Management
New York
$21.2K +$1.26K +14 +6%
JAM
2028
JCIC Asset Management
Ontario, Canada
$21.1K – – –
FGA
2029
Fortis Group Advisors
New Jersey
$20.7K – – –
TCM
2030
Tradewinds Capital Management
Washington
$20.1K – – –
PP
2031
Pacifica Partners
Canada
$19.9K -$156K -1,773 -89%
SL
2032
Salomon & Ludwin
Virginia
$19.6K – – –
HIW
2033
Holos Integrated Wealth
Pennsylvania
$19.5K -$4.4K -49 -18%
NFSG
2034
Newbridge Financial Services Group
Florida
$19.3K -$30.3K -337 -61%
DFA
2035
DHJJ Financial Advisors
Illinois
$19.3K – – –
LAM
2036
Lummis Asset Management
Texas
$19.1K – – –
SWA
2037
SOA Wealth Advisors
New York
$18.2K – – –
HWP
2038
Highline Wealth Partners
California
$18.2K +$3.06K +34 +20%
IRAG
2039
Investment Research & Advisory Group
Georgia
$18.2K +$8.36K +93 +85%
FRA
2040
Front Row Advisors
California
$18.1K – – –
SA
2041
SRH Advisors
Kansas
$18K – – –
ETS
2042
ESL Trust Services
New York
$18K – – –
AT
2043
Avalon Trust
New Mexico
$18K – – –
FC
2044
Fairscale Capital
New Hampshire
$17.8K – – –
PWM
2045
Proathlete Wealth Management
Florida
$17.8K +$17.8K +198 New
CB
2046
Community Bank
New York
$17.3K -$18.6K -207 -52%
SNB
2047
Security National Bank
Nebraska
$16.1K – – –
GK
2048
Graney & King
New York
$15.6K +$180 +2 +1%
AWM
2049
Abound Wealth Management
Tennessee
$15.6K -$6.56K -73 -30%
RWS
2050
Retirement Wealth Solutions
Wisconsin
$15.4K – – –
80 81
82
83 84