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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 %
WAM
2101
WFA Asset Management
Wisconsin
$4.36K +$4.36K +50 New
CAWM
2102
Capital A Wealth Management
Pennsylvania
$4.13K – – –
CAM
2103
Clarity Asset Management
Iowa
$3.53K – – –
PS
2104
PayPay Securities
Japan
$3.39K +$458 +5 +16%
TCA
2105
Trifecta Capital Advisors
Illinois
$3.33K – – –
RWM
2106
Ruedi Wealth Management
Illinois
$3.33K – – –
VWA
2107
Valued Wealth Advisors
Utah
$3.08K -$634 -7 -17%
GWSA
2108
Global Wealth Strategies & Associates
Colorado
$2.97K -$9.17K -102 -76%
PIS
2109
POM Investment Strategies
North Carolina
$2.97K -$5.39K -60 -65%
CW
2110
Cooksen Wealth
Texas
$2.88K +$2.88K +33 New
DRP
2111
Decker Retirement Planning
Utah
$2.7K -$6.65K -74 -71%
LWMI
2112
Legacy Wealth Management (Idaho)
Idaho
$2.7K -$4.85K -54 -64%
AP
2113
Aspect Partners
Virginia
$2.7K – – –
BFS
2114
Bare Financial Services
Pennsylvania
$2.61K +$2.61K +29 New
NCM
2115
Northwest Capital Management
Oregon
$2.52K – – –
1NWS
2116
1 North Wealth Services
Maryland
$2.52K +$2.52K +28 New
FCMT
2117
Founders Capital Management (Texas)
Texas
$2.25K +$2.25K +25 New
BHWM
2118
Bay Harbor Wealth Management
Maryland
$2.08K +$2.08K +23 New
GFL
2119
Granite FO LLC
New Hampshire
$2.07K – – –
CFP
2120
Comprehensive Financial Planning
Pennsylvania
$2.07K – – –
WCM
2121
WealthTrak Capital Management
Virginia
$1.8K +$899 +10 +100%
NWM
2122
Nova Wealth Management
Florida
$1.71K +$1.71K +19 New
MBFW
2123
Morton Brown Family Wealth
Pennsylvania
$1.71K +$1.71K +19 New
FG
2124
Fairman Group
Pennsylvania
$1.61K – – –
ACA
2125
American Capital Advisory
Idaho
$1.44K +$1.44K +16 New
83 84
85
86 87