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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
CFGS
951
Concourse Financial Group Securities
Alabama
$1.52M +$56.1K +648 +4%
MSA
952
MUFG Securities Americas
New York
$1.51M +$1.64M +18,931 New
WB
953
WesBanco Bank
West Virginia
$1.51M -$99.9K -1,154 -6%
V
954
ViaWealth
Kansas
$1.51M -$26K -300 -2%
LWA
955
Lineweaver Wealth Advisors
Ohio
$1.51M -$331K -3,823 -17%
QWM
956
Quadcap Wealth Management
Texas
$1.51M -$128K -1,480 -7%
DF
957
Donoghue Forlines
Massachusetts
$1.5M +$1.63M +18,828 New
KWM
958
Kingsview Wealth Management
Oregon
$1.5M -$192K -2,223 -11%
MAS
959
Meeder Advisory Services
Ohio
$1.49M +$41.5K +479 +3%
MIM
960
Morningstar Investment Management
Illinois
$1.49M +$45.7K +528 +3%
JCM
961
Jacobi Capital Management
Pennsylvania
$1.48M -$29.7K -343 -2%
TS
962
Triglav Skladi
Slovenia
$1.48M +$1.6M +18,499 New
NWMG
963
Nicholson Wealth Management Group
South Carolina
$1.48M +$1.04M +12,019 +186%
WIM
964
Westside Investment Management
California
$1.48M +$77K +890 +5%
VFA
965
Valeo Financial Advisors
Indiana
$1.47M +$47.1K +544 +3%
TWM
966
Tradition Wealth Management
Minnesota
$1.46M -$93.3K -1,078 -6%
PWS
967
Peterson Wealth Services
Utah
$1.46M +$59.4K +686 +4%
SLI
968
Sumitomo Life Insurance
Japan
$1.46M -$51K -589 -3%
LCM
969
LVM Capital Management
Michigan
$1.45M -$1.2M -13,838 -43%
NAM
970
NTV Asset Management
West Virginia
$1.44M -$18K -208 -1%
STA
971
Summit Trail Advisors
New York
$1.44M +$303K +3,497 +24%
PA
972
Profund Advisors
Maryland
$1.44M -$277K -3,199 -15%
WWM
973
Wolff Wiese Magana
California
$1.44M +$78.4K +906 +5%
AIA
974
AIMZ Investment Advisors
California
$1.43M -$14.7K -170 -0.9%
LWL
975
Leo Wealth LLC
Texas
$1.43M -$1.09M -12,627 -41%

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.