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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
TCPW
826
Twin City Private Wealth
North Carolina
$2.29M +$197K +2,281 +9%
PWA
827
Phoenix Wealth Advisors
North Carolina
$2.28M -$110K -1,274 -4%
JFA
828
JNBA Financial Advisors
Minnesota
$2.28M -$2.08K -24 -0.1%
PWS
829
Proactive Wealth Strategies
Georgia
$2.28M -$72.8K -841 -3%
FNA
830
First National Advisers
Nebraska
$2.27M +$70K +809 +3%
ACA
831
Aptus Capital Advisors
Alabama
$2.27M +$1.44M +16,679 +145%
WWA
832
WCG Wealth Advisors
Nevada
$2.27M +$485K +5,606 +25%
GLA
833
Great Lakes Advisors
Illinois
$2.27M -$217K -2,501 -8%
SWM
834
Scissortail Wealth Management
Oklahoma
$2.26M +$2.42M +27,963 +7,282%
GGA
835
Granite Group Advisors
Connecticut
$2.26M +$95K +1,097 +4%
AAS
836
Ameritas Advisory Services
Nebraska
$2.26M +$950K +10,975 +63%
QT
837
Quantbot Technologies
New York
$2.24M +$2.43M +28,014 New
RI
838
Ridgewood Investments
New Jersey
$2.24M +$250K +2,888 +11%
EFMC
839
Empire Financial Management Company
New York
$2.23M +$80.6K +931 +3%
WKWM
840
Walter & Keenan Wealth Management
Indiana
$2.22M -$689K -7,964 -22%
BRWA
841
B. Riley Wealth Advisors
Florida
$2.2M -$168K -1,939 -7%
BFO
842
Boston Family Office
Massachusetts
$2.18M +$35.8K +413 +2%
BWG
843
Berry Wealth Group
Texas
$2.17M -$17K -196 -0.7%
AA
844
ALPS Advisors
Colorado
$2.17M -$7.79K -90 -0.3%
VNA
845
Valley National Advisers
Pennsylvania
$2.17M -$638K -7,370 -21%
MWAM
846
Manhattan West Asset Management
California
$2.15M +$248K +2,863 +12%
MMA
847
Miracle Mile Advisors
California
$2.15M -$20.3K -235 -0.9%
EWM
848
Evergreen Wealth Management
Michigan
$2.15M +$57.4K +663 +3%
SAM
849
Sectoral Asset Management
Quebec, Canada
$2.12M -$260K -3,000 -10%
EWM
850
Evercore Wealth Management
New York
$2.11M -$35.5K -410 -2%

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.