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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
WA
851
Waverly Advisors
Alabama
$2.11M +$1.43M +16,491 +166%
SCM
852
Sterling Capital Management
North Carolina
$2.11M -$161K -1,857 -7%
CCA
853
Carrera Capital Advisors
Michigan
$2.1M +$2.25M +26,047 New
DCM
854
Delta Capital Management
New Jersey
$2.1M -$4.33K -50 -0.2%
PIA
855
Petredis Investment Advisors
Pennsylvania
$2.09M -$66.5K -768 -3%
MIM
856
Miller Investment Management
Pennsylvania
$2.09M
GWMR
857
GC Wealth Management RIA
Massachusetts
$2.09M +$359K +4,145 +19%
SP
858
Stonebrook Private
Michigan
$2.08M -$78.1K -902 -3%
OHWP
859
Oak Harbor Wealth Partners
North Carolina
$2.07M -$129K -1,490 -5%
FTWA
860
Fifth Third Wealth Advisors
Ohio
$2.07M -$203K -2,343 -8%
TCM
861
Twin Capital Management
Pennsylvania
$2.06M -$56.1K -648 -2%
KRSITF
862
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.03M -$227K -2,620 -7%
AF
863
Aviso Financial
Ontario, Canada
$2.02M +$263K +3,038 +14%
FCH
864
Freestone Capital Holdings
Washington
$2.02M -$49.6K -573 -2%
MIC
865
Meridian Investment Counsel
California
$1.99M +$1.06M +12,297 +97%
BFS
866
Bradley Foster & Sargent
Connecticut
$1.99M +$199K +2,294 +10%
CNFG
867
Creegan & Nassoura Financial Group
New Hampshire
$1.98M -$19.5K -225 -0.9%
MCC
868
Money Concepts Capital
Florida
$1.98M +$75.1K +867 +4%
VI
869
Vestcor Inc
New Brunswick, Canada
$1.98M -$2.25K -26 -0.1%
ST
870
Spinnaker Trust
Maine
$1.97M -$7.88K -91 -0.4%
CFD
871
Creative Financial Designs
Indiana
$1.96M -$19.5K -225 -0.9%
BDS
872
Banco de Sabadell
Florida
$1.96M +$260K +3,008 +14%
RA
873
RFG Advisory
Alabama
$1.96M +$23.7K +274 +1%
MFA
874
Millington Financial Advisors
Illinois
$1.94M +$158K +1,828 +9%
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M +$102K +1,181 +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.