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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
AUB
1026
Atlantic Union Bankshares
Virginia
$1.23M -$751K -8,673 -36%
PWM
1027
Partnership Wealth Management
Maryland
$1.22M +$418K +4,828 +46%
LAIC
1028
Lederer & Associates Investment Counsel
California
$1.22M -$6.06K -70 -0.5%
HH
1029
Hilltop Holdings
Texas
$1.22M +$50.9K +588 +4%
FIA
1030
Foundations Investment Advisors
Arizona
$1.22M +$81.7K +944 +7%
NMC
1031
Nine Masts Capital
Hong Kong
$1.21M +$1.31M +15,112 New
HNWAG
1032
High Net Worth Advisory Group
Florida
$1.21M
SSW
1033
Stone Summit Wealth
Florida
$1.2M -$157K -1,815 -11%
BO
1034
Bank OZK
Arkansas
$1.2M -$24K -277 -2%
AIP
1035
Ameritas Investment Partners
Nebraska
$1.2M -$36.8K -425 -3%
RCAG
1036
Rehmann Capital Advisory Group
Michigan
$1.2M -$15.4K -178 -1%
IFU
1037
iSAM Funds (UK)
United Kingdom
$1.2M -$244K -2,818 -16%
SAM
1038
Smartleaf Asset Management
Massachusetts
$1.2M +$116K +1,336 +10%
RMP
1039
Richards, Merrill & Peterson
Washington
$1.2M +$1.3M +14,962 New
IIL
1040
Insight Inv LLC
California
$1.19M +$60.4K +698 +5%
CPW
1041
Cove Private Wealth
New York
$1.19M +$866 +10 +0.1%
MAM
1042
Meeder Asset Management
Ohio
$1.19M -$13.3M -153,074 -91%
FPWM
1043
FSB Premier Wealth Management
Iowa
$1.19M +$174K +2,007 +16%
SAM
1044
Sawgrass Asset Management
Florida
$1.19M +$276K +3,184 +27%
NDSI
1045
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M -$87.4K -1,010 -6%
SWM
1046
Sculati Wealth Management
Michigan
$1.17M +$15.1K +175 +1%
LIM
1047
Longfellow Investment Management
Massachusetts
$1.17M -$81.2K -938 -6%
VRM
1048
Vectors Research Management
New York
$1.17M -$150K -1,731 -11%
IAIM
1049
International Assets Investment Management
Florida
$1.16M -$111M -1,283,995 -99%
CUAMC
1050
China Universal Asset Management Company
China
$1.15M +$1.24M +14,362 New

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.