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Medtronic

2,123 hedge funds and large institutions have $85.3B invested in Medtronic in 2024 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 790 increasing their positions, 887 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 153

3% more funds holding

Funds holding: 2,0632,123 (+60)

1.19% more ownership

Funds ownership: 82.05%83.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

7% less call options, than puts

Call options by funds: $586M | Put options by funds: $632M

10% less capital invested

Capital invested by funds: $94.6B → $85.3B (-$9.36B)

11% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 887

Holders
2,123
Holders Change
+60
Holders Change %
+2.91%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
244
Increased
790
Reduced
887
Closed
153
Calls
$586M
Puts
$632M
Net Calls
-$45.5M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
651
Caprock Group
Idaho
$3.85M +$464K +5,363 +13%
WCM Investment Management
652
WCM Investment Management
California
$3.82M +$2.46M +28,473 +146%
EHC
653
Everett Harris & Co
California
$3.81M -$99.1K -1,145 -2%
DIM
654
DLK Investment Management
California
$3.8M -$197K -2,270 -5%
MFS
655
Mattson Financial Services
Michigan
$3.8M +$215K +2,489 +6%
CSP
656
Cary Street Partners
Virginia
$3.78M +$4.09M +47,286 New
4WM
657
44 Wealth Management
Oregon
$3.77M -$250K -2,886 -6%
HW
658
Hedeker Wealth
Illinois
$3.75M -$48.7K -562 -1%
AAF
659
Andra AP-fonden
Sweden
$3.75M +$2.46M +28,400 +153%
SWA
660
SFMG Wealth Advisors
Texas
$3.73M -$32.4K -374 -0.8%
CIM
661
Corbyn Investment Management
Maryland
$3.72M -$10.1K -117 -0.3%
VF
662
Virtu Financial
New York
$3.71M +$4.02M +46,488 New
GIA
663
GHP Investment Advisors
Colorado
$3.7M +$291K +3,361 +8%
DWM
664
Diversify Wealth Management
Utah
$3.69M +$1.29M +14,934 +48%
CFCI
665
Comprehensive Financial Consultants Institutional
Indiana
$3.67M +$201K +2,320 +5%
TW
666
TrinityPoint Wealth
Connecticut
$3.67M +$190K +2,199 +5%
ST
667
Somerset Trust
Pennsylvania
$3.62M -$41.3K -477 -1%
LJHT
668
Laurie J. Hall Trustee
$3.62M +$112K +1,290 +3%
HIP
669
Harrell Investment Partners
Texas
$3.62M -$47.2K -545 -1%
OAM
670
Ostrum Asset Management
France
$3.6M +$954K +11,015 +32%
Lido Advisors
671
Lido Advisors
California
$3.6M +$6.84K +79 +0.2%
Group One Trading
672
Group One Trading
Illinois
$3.56M +$3.86M +44,574 New
AF
673
Allworth Financial
California
$3.55M +$1.04M +12,055 +43%
FNB
674
Farmers National Bank
Kentucky
$3.55M +$3.84M +44,399 New
FPGT
675
Financial Partners Group (Tennessee)
Tennessee
$3.54M -$19.9K -230 -0.5%

MDT Hedge Fund Activity: Q4 2024 in Review

2,123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2024, worth a combined $85.3B — down 9.9% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new MDT positions and 153 closed out — a net gain of 91 holders — while 790 added to existing stakes and 887 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $409M. The largest seller was Wellington Management Group, cutting an estimated $520M.

  • 2,123 institutional investors held Medtronic (MDT) as of Q4 2024, up from 2,063 in Q3 2024.
  • Funds reported $85.3B of Medtronic stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 244 funds opened new Medtronic positions in Q4 2024 and 153 closed out, a net change of +91 holders.
  • The largest Medtronic buyer in Q4 2024 was Beutel, Goodman & Co, an estimated $409M added.
  • The largest Medtronic seller in Q4 2024 was Wellington Management Group, an estimated $520M sold.

Based on aggregated 13F filings for Q4 2024.