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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
FFO
2026
Fortitude Family Office
Arizona
$30.5K -$6.8K -76 -18%
WTFG
2027
Wood Tarver Financial Group
Idaho
$30.5K -$89 -1 -0.3%
MAS
2028
MPWM Advisory Solutions
Georgia
$30.2K -$12.3K -138 -29%
SC
2029
Stephens Consulting
Michigan
$29.7K -$1.16K -13 -4%
AWM
2030
Activest Wealth Management
Florida
$29.7K +$28.8K +322 +3,578%
RJA
2031
Ross\Johnson & Associates
Minnesota
$29.7K
BHWM
2032
Beaird Harris Wealth Management
Texas
$29.2K
Twin Tree Management
2033
Twin Tree Management
Texas
$29.1K +$29K +324 New
PSFG
2034
Park Square Financial Group
Georgia
$28.3K +$2.77K +31 +11%
NAAA
2035
New Age Alpha Advisors
New York
$28.2K +$2.33K +26 +9%
CRFG
2036
Columbia River Financial Group
Washington
$28K +$28.5K +319 New
CA
2037
Crewe Advisors
Utah
$26.8K +$4.56K +51 +21%
HWM
2038
HighMark Wealth Management
Minnesota
$26K +$1.07K +12 +4%
1M
2039
1248 Management
Missouri
$25.6K +$25.3K +283 New
NL
2040
NVWM LLC
Pennsylvania
$25.6K +$89 +1 +0.4%
BFS
2041
Burkett Financial Services
South Carolina
$25.6K +$16.6K +185 +185%
CB
2042
Centennial Bank
Arkansas
$25.5K
MTIC
2043
Missouri Trust & Investment Company
Missouri
$25.3K +$1.97K +22 +8%
TWD
2044
True Wealth Design
Ohio
$25.3K +$10.3K +115 +69%
RWML
2045
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.7K -$1.97K -22 -8%
BTD
2046
BankPlus Trust Department
Mississippi
$23.7K
PPA
2047
Painted Porch Advisors
California
$23.6K -$2.24K -25 -9%
CIAS
2048
CBIZ Investment Advisory Services
Ohio
$23.1K +$10K +112 +78%
DWM
2049
Darwin Wealth Management
Florida
$23.1K
RFS
2050
Richardson Financial Services
Massachusetts
$22.5K +$358 +4 +2%

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.