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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
SSB
1101
Sandy Spring Bank
Maryland
$1.04M -$111K -1,280 -9%
CI
1102
Conning Inc
Connecticut
$1.03M -$138K -1,597 -11%
RP
1103
Rowlandmiller & Partners
Georgia
$1.03M +$27.7K +320 +3%
EWA
1104
EP Wealth Advisors
California
$1.03M -$271K -3,136 -20%
IRC
1105
Investors Research Corp
Georgia
$1.03M -$96.8K -1,118 -8%
SI
1106
Saxon Interests
Texas
$1.03M +$93.1K +1,075 +9%
AWM
1107
Aberdeen Wealth Management
Illinois
$1.03M -$21.6K -250 -2%
CAG
1108
Csenge Advisory Group
Florida
$1.03M +$391K +4,517 +54%
CWA
1109
Crux Wealth Advisors
California
$1.03M +$1.11M +12,836 New
TA
1110
TCM Advisors
West Virginia
$1.02M
UB
1111
UMB Bank
Missouri
$1.02M -$28.6K -330 -3%
FFM
1112
Forum Financial Management
Illinois
$1.02M -$48K -554 -4%
VSQM
1113
V-Square Quantitative Management
Illinois
$1.02M -$17.6K -203 -2%
AA
1114
Auxano Advisors
Washington
$1.02M -$58.7K -678 -5%
KPP
1115
Kings Path Partners
Texas
$1.01M
GC
1116
Guidance Capital
Kentucky
$1.01M +$7.96K +92 +0.8%
AWM
1117
Avior Wealth Management
Nebraska
$1.01M -$95.6K -1,104 -8%
SPA
1118
Sherbrooke Park Advisers
New York
$1M +$1.09M +12,553 New
S
1119
SignatureFD
Georgia
$1M -$69.6K -804 -6%
CT
1120
Colonial Trust
South Carolina
$999K -$1.99K -23 -0.2%
SI
1121
Sava Infond
Slovenia
$999K +$1.08M +12,500 New
CW
1122
CreativeOne Wealth
Kansas
$997K -$709K -8,193 -40%
NERM
1123
New England Research & Management
Illinois
$994K -$180K -2,084 -14%
GWWM
1124
Great Waters Wealth Management
Minnesota
$994K -$160K -1,844 -13%
BCM
1125
BluePath Capital Management
Georgia
$991K +$210K +2,430 +25%

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.