Medtronic PLC (MDT) — Hedge Fund Ownership Q4 2025
MDT
- Medtronic PLC (MDT) is held by 8 of 81 tracked hedge funds, with Matrix Asset Advisors (3%) and First Eagle Investment Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in MDT holdings came from First Eagle Investment Management (+0.4%) and Dodge & Cox (+0.2%), highlighting conviction.
- The biggest decreases in MDT holdings came from Pzena Investment Management (-46%) and Polen Capital Management (-32%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Medtronic PLC (MDT) by -11% vs the prior quarter and -22% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
3.19% | 370K | -0.29% | +14.07% | $35.5M | $96.06 | — |
| 2 |
First Eagle Investment Management
|
1.65% | 9.8M | +0.41% | -0.17% | $939.0M | $96.06 | — |
| 3 |
Olstein Capital Management Robert Olstein
|
1.44% | 73K | -16.09% | -22.34% | $7.0M | $96.05 | — |
| 4 |
Pzena Investment Management Richard Pzena
|
0.93% | 3.2M | -45.70% | -60.82% | $309.2M | $96.06 | — |
| 5 |
Dodge & Cox
|
0.40% | 7.7M | +0.17% | +1.00% | $743.3M | $96.06 | — |
| 6 |
Mairs & Power
|
0.38% | 413K | -4.14% | -46.77% | $39.6M | $96.05 | — |
| 7 |
Hillman Capital Management Mark Hillman
|
0.23% | 4K | -0.24% | — | $359,168 | $96.06 | — |
| 8 |
Polen Capital Management
|
0.03% | 84K | -32.38% | -89.20% | $8.1M | $96.06 | — |
| 8 | Total | — | 21.7M | -11.18% | -21.60% | $2.08B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.