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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
COCM
976
Charter Oak Capital Management
New Hampshire
$1.43M -$63.7K -736 -4%
CBTWT
977
Community Bank & Trust (Waco, Texas)
Texas
$1.43M -$1.73K -20 -0.1%
KOC
978
Koss-Olinger Consulting
Florida
$1.42M -$245K -2,833 -14%
TBWA
979
Three Bridge Wealth Advisors
California
$1.41M -$47.4K -548 -3%
SAM
980
Silvercrest Asset Management
New York
$1.41M -$53.9K -623 -3%
SWP
981
Sagespring Wealth Partners
Tennessee
$1.41M +$1.53M +17,684 New
CAM
982
Cypress Asset Management
Texas
$1.41M -$12.6K -145 -0.8%
NEAM
983
New England Asset Management
Connecticut
$1.4M
PPWP
984
Premier Path Wealth Partners
New Jersey
$1.4M -$1.04K -12 -0.1%
CNBTD
985
Citizens National Bank Trust Department
Mississippi
$1.4M -$61.5K -710 -4%
SCM
986
Suvretta Capital Management
New York
$1.39M
HIP
987
HUB Investment Partners
Texas
$1.37M +$266K +3,074 +22%
PL
988
Perpetual Ltd
Australia
$1.37M -$16.7K -193 -1%
KTC
989
Kentucky Trust Company
Kentucky
$1.36M +$1.48M +17,048 New
MCA
990
Magnolia Capital Advisors
Mississippi
$1.36M +$301K +3,481 +26%
TA
991
Tectonic Advisors
Texas
$1.36M -$67.8K -783 -4%
LWAM
992
Legacy Wealth Asset Management
Minnesota
$1.35M -$8.22K -95 -0.6%
Walleye Capital
993
Walleye Capital
New York
$1.35M +$985K +11,375 +206%
BC
994
Bowman & Company
Wisconsin
$1.34M -$75.1K -867 -5%
VH
995
Visionary Horizons
Tennessee
$1.34M +$27.1K +313 +2%
CL
996
CSS LLC
Illinois
$1.34M +$192K +2,220 +15%
SW
997
StrongBox Wealth
Missouri
$1.33M +$49.9K +576 +4%
BCMO
998
Buckingham Capital Management (Ohio)
Ohio
$1.33M +$17.6K +203 +1%
CFO
999
Callan Family Office
Pennsylvania
$1.33M +$1.12M +12,955 +348%
OA
1000
Oak Associates
Ohio
$1.33M

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.