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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
PWW
926
Pettyjohn Wood & White
Virginia
$1.62M -$126K -1,450 -7%
CAM
927
Claret Asset Management
Quebec, Canada
$1.61M -$84.9K -981 -5%
PPWP
928
Proquility Private Wealth Partners
Nevada
$1.6M -$1.98M -22,872 -53%
BCM
929
Brookstone Capital Management
Illinois
$1.6M +$177K +2,049 +11%
UM
930
Ulysses Management
New York
$1.6M +$1.73M +20,000 New
DAS
931
Dynamic Advisor Solutions
Arizona
$1.59M -$868K -10,029 -34%
AFG
932
Albion Financial Group
Utah
$1.59M -$68.4K -790 -4%
CT
933
Clearstead Trust
Maine
$1.59M -$10K -116 -0.6%
CCM
934
Chiron Capital Management
Florida
$1.59M +$298K +3,447 +21%
LNWWM
935
Laird Norton Wetherby Wealth Management
California
$1.58M +$107K +1,232 +7%
PA
936
Parallel Advisors
California
$1.58M +$122K +1,407 +8%
SIAP
937
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.58M +$164K +1,899 +11%
APIM
938
Agate Pass Investment Management
Washington
$1.58M +$64.5K +745 +4%
PCG
939
Prosperity Consulting Group
Maryland
$1.58M -$323K -3,735 -16%
LA
940
LVW Advisors
New York
$1.57M +$118K +1,358 +7%
MCWS
941
McKinley Carter Wealth Services
West Virginia
$1.57M +$11.2K +129 +0.7%
NW
942
Naviter Wealth
Arkansas
$1.57M +$270K +3,120 +19%
PMWMG
943
Parr McKnight Wealth Management Group
Minnesota
$1.56M +$1.69M +19,578 New
LBC
944
Lowe Brockenbrough & Co
Virginia
$1.55M -$104K -1,207 -6%
IF
945
Intrua Financial
Texas
$1.54M -$127K -1,468 -7%
MC
946
Machina Capital
France
$1.53M +$1.66M +19,207 New
PA
947
Procyon Advisors
Connecticut
$1.53M +$242K +2,795 +17%
BCP
948
Berkeley Capital Partners
Georgia
$1.53M -$889K -10,271 -35%
BCM
949
Blume Capital Management
California
$1.53M -$123K -1,420 -7%
SCM
950
Shelton Capital Management
Colorado
$1.52M

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.