See Which Of The Latest 13F Filers Holds MDT

At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Medtronic PLC (Symbol: MDT) was held by 14 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in MDT positions, for this latest batch of 13F filers: FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)Poinciana Advisors Group LLCExisting-13+$42Peddock Capital Advisors LLCExisting+141+$38Nisa Investment Advisors LLCExisting-123,338-$5,633Moloney Securities Asset Management LLCExisting+9,704+$1,215Banque Pictet & Cie SAExisting-2,656+$544LBP AM SAExisting-195,854-$13,915Axxcess Wealth Management LLCExisting-3,859-$189Rehmann Capital Advisory GroupExisting-2,612-$85Lakeside Advisors INC.Existing+8+$134Slagle Financial LLCExisting+365+$364Chemung Canal Trust Co.Existing+14,468+$1,633Cornerstone Planning Group LLCExisting+456+$39Aspen Wealth Strategies LLCExisting-47+$24Dogwood Wealth Management LLCNEW+111+$10Aggregate Change:-303,126-$15,779

In terms of shares owned, we count 6 of the above funds having increased existing MDT positions from 12/31/2024 to 03/31/2025, with 7 having decreased their positions and 1 new position. Worth noting is that Alpha Financial Partners LLC, included in this recent batch of 13F filers, exited MDT common stock as of 03/31/2025.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the MDT share count in the aggregate among all of the funds which held MDT at the 03/31/2025 reporting period (out of the 2,575 we looked at in total). We then compared that number to the sum total of MDT shares those same funds held back at the 12/31/2024 period, to see how the aggregate share count held by hedge funds has moved for MDT. We found that between these two periods, funds increased their holdings by 3,849,542 shares in the aggregate, from 74,538,032 up to 78,387,574 for a share count increase of approximately 5.16%. The overall top three funds holding MDT on 03/31/2025 were: »FundShares of MDT Held1.Bank of New York Mellon Corp20,680,3012.Envestnet Asset Management Inc.5,269,0663.Sumitomo Mitsui Trust Group Inc.3,051,2974-10Find out the full Top 10 Hedge Funds Holding MDT»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Medtronic PLC (Symbol: MDT).

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.