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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
CGFA
1051
Colton Groome Financial Advisors
North Carolina
$1.15M -$167K -1,925 -12%
YP
1052
YANKCOM Partnership
South Dakota
$1.15M +$1.25M +14,403 New
CA
1053
Claro Advisors
Massachusetts
$1.15M -$281K -3,245 -18%
APWA
1054
Atlas Private Wealth Advisors
New Jersey
$1.14M +$210K +2,430 +20%
MCA
1055
MSH Capital Advisors
Arizona
$1.14M -$40.9K -472 -3%
KIA
1056
KCM Investment Advisors
California
$1.14M -$242K -2,792 -16%
CastleKeep Investment Advisors
1057
CastleKeep Investment Advisors
Connecticut
$1.14M +$4.42K +51 +0.4%
OTPPB
1058
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M +$294K +3,395 +31%
CWM
1059
Cornerstone Wealth Management
Missouri
$1.14M +$127K +1,464 +11%
CFG
1060
Citizens Financial Group
Rhode Island
$1.13M -$150K -1,737 -11%
GT
1061
Greenleaf Trust
Michigan
$1.13M +$102K +1,174 +9%
WCBA
1062
Weaver C. Barksdale & Associates
Tennessee
$1.12M -$24.2K -280 -2%
LIP
1063
Lighthouse Investment Partners
Florida
$1.12M -$11M -126,894 -90%
WSC
1064
Wellington Shields & Co
New York
$1.12M
BIA
1065
Bigelow Investment Advisors
Maine
$1.12M -$173K -2,004 -13%
PWM
1066
Perigon Wealth Management
California
$1.11M +$91.9K +1,062 +9%
MWM
1067
Modern Wealth Management
Kansas
$1.11M +$26.3K +304 +2%
LA
1068
Legacy Advisors
Pennsylvania
$1.11M +$15K +173 +1%
OIA
1069
OneDigital Investment Advisors
Kansas
$1.11M -$226K -2,608 -16%
MNBTD
1070
Moody National Bank Trust Division
Texas
$1.09M -$27.6K -319 -2%
CCM
1071
Coldstream Capital Management
Washington
$1.09M -$59.9K -692 -5%
DIP
1072
DT Investment Partners
Pennsylvania
$1.08M +$32.5K +375 +3%
ARA
1073
Alexander Randolph Advisory
Virginia
$1.08M -$1.99K -23 -0.2%
MP
1074
McDonald Partners
Ohio
$1.08M +$199K +2,297 +21%
XF
1075
XML Financial
Maryland
$1.08M +$82.6K +954 +8%

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.