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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
DILIC
776
Dai-ichi Life Insurance Company
Japan
$2.59M -$1.09M -12,642 -28%
CFM
777
Catalyst Funds Management
Australia
$2.59M
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.58M -$317K -3,660 -11%
Fayez Sarofim & Co
779
Fayez Sarofim & Co
Texas
$2.56M
BHWA
780
Beacon Harbor Wealth Advisors
Virginia
$2.56M -$3.55M -41,046 -56%
CWM
781
Congress Wealth Management
Massachusetts
$2.56M -$3.28M -37,900 -54%
LFM
782
LGT Fund Management
Liechtenstein
$2.55M +$582K +6,722 +27%
PAM
783
Peak Asset Management
Colorado
$2.54M -$40K -462 -1%
GM
784
GeoWealth Management
Illinois
$2.54M +$701K +8,094 +34%
FW
785
FullCircle Wealth
Texas
$2.53M +$80.7K +932 +4%
SVWAG
786
Sound View Wealth Advisors Group
Georgia
$2.53M -$178K -2,057 -6%
GVAG
787
Great Valley Advisor Group
Delaware
$2.51M -$5.05M -58,288 -65%
AGP
788
Autumn Glory Partners
Texas
$2.5M -$481K -5,552 -15%
UCI
789
Uncommon Cents Investing
Wisconsin
$2.5M -$69.3K -800 -2%
AWA
790
Arete Wealth Advisors
Illinois
$2.5M +$366K +4,228 +16%
IIM
791
Intact Investment Management
Quebec, Canada
$2.49M -$1.25M -14,400 -32%
CCM
792
Cohen Capital Management
California
$2.48M +$104K +1,200 +4%
GIM
793
Gold Investment Management
Alberta, Canada
$2.48M +$38.2K +441 +1%
BFS
794
Bard Financial Services
Connecticut
$2.46M -$693K -8,000 -21%
RMA
795
Roffman Miller Associates
Pennsylvania
$2.45M -$1.15M -13,331 -30%
PCM
796
Palouse Capital Management
Washington
$2.45M -$32.4K -374 -1%
SFGP
797
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.44M +$2.64M +30,520 New
OC
798
Oarsman Capital
Wisconsin
$2.43M +$204K +2,353 +8%
NVIM
799
New Vernon Investment Management
Illinois
$2.42M +$1.93M +22,300 +305%
SA
800
Strategic Advisors
New York
$2.41M -$284K -3,282 -10%

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.