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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
VWMG
801
Virginia Wealth Management Group
Virginia
$2.4M +$30.6K +354 +1%
ADBIC
802
A.D. Beadell Investment Counsel
Wisconsin
$2.4M -$42.4K -490 -2%
KPPF
803
Klein Pavlis & Peasley Financial
California
$2.39M +$416K +4,807 +19%
AA
804
Argent Advisors
Louisiana
$2.37M +$71K +820 +3%
SAI
805
Systematic Alpha Investments
New Jersey
$2.37M
LFG
806
Larson Financial Group
Missouri
$2.37M +$429K +4,960 +20%
RCA
807
Resonant Capital Advisors
Wisconsin
$2.36M -$14.7K -170 -0.6%
USAA
808
United Services Automobile Association
Texas
$2.35M
P
809
Pitcairn
Pennsylvania
$2.35M +$668K +7,711 +36%
SBH
810
Segall Bryant & Hamill
Illinois
$2.34M
CCA
811
Catalyst Capital Advisors
New York
$2.34M +$35.1K +405 +1%
VW
812
Vance Wealth
California
$2.34M +$2.86K +33 +0.1%
HAG
813
HighPoint Advisor Group
Illinois
$2.34M +$85.1K +983 +4%
NW
814
NewEdge Wealth
Pennsylvania
$2.33M -$85.4K -987 -3%
VFA
815
Voya Financial Advisors
Connecticut
$2.33M +$312K +3,600 +14%
NB
816
NBT Bank
New York
$2.31M -$46.5K -537 -2%
MFFIA
817
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.31M -$54.1K -625 -2%
BIM
818
Bridges Investment Management
Nebraska
$2.31M -$639K -7,387 -20%
SIM
819
Stratos Investment Management
Ohio
$2.31M -$196K -2,267 -7%
GSWM
820
Greenup Street Wealth Management
Michigan
$2.31M +$130K +1,502 +5%
PCM
821
Parsons Capital Management
Rhode Island
$2.3M +$79.8K +922 +3%
GRP
822
Global Retirement Partners
California
$2.3M +$53.4K +617 +2%
LS
823
Leelyn Smith
Illinois
$2.29M +$69.3K +801 +3%
ECM
824
EagleClaw Capital Management
Massachusetts
$2.29M +$8.66K +100 +0.4%
HW
825
Hancock Whitney
Mississippi
$2.29M -$414K -4,788 -14%

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.