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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
FIM
1126
Freedom Investment Management
Connecticut
$990K -$53.2K -615 -5%
PK
1127
Pflug Koory
Nebraska
$986K -$6.06K -70 -0.6%
EFS
1128
Essex Financial Services
Connecticut
$985K -$27K -312 -2%
NME
1129
Notis-McConarty Edward
$983K -$782K -9,038 -42%
FWP
1130
FAS Wealth Partners
Kansas
$981K -$2.14M -24,718 -67%
EP
1131
EPIQ Partners
Minnesota
$979K -$104K -1,200 -9%
CNBT
1132
Canandaigua National Bank & Trust
New York
$979K
SL
1133
Sentry LLC
Tennessee
$978K -$118K -1,358 -10%
CIAS
1134
Capital Investment Advisory Services
North Carolina
$975K -$42.2K -487 -4%
RIL
1135
Rothschild Investment LLC
Illinois
$972K +$229K +2,641 +28%
RSA
1136
River Street Advisors
Illinois
$971K +$23.1K +267 +2%
FPAS
1137
Focus Partners Advisor Solutions
Missouri
$967K +$304K +3,514 +41%
WTC
1138
WhitTier Trust Company
Nevada
$965K -$2.77K -32 -0.3%
BI
1139
Ballast Inc
Kentucky
$964K +$183K +2,114 +21%
EPIMS
1140
Evelyn Partners Investment Management Services
$963K +$1.04M +12,050 New
NP
1141
NorthRock Partners
Minnesota
$959K +$12K +139 +1%
JWM
1142
Jupiter Wealth Management
Colorado
$959K
BPCE
1143
Bank Pictet & Cie (Europe)
Germany
$957K -$2.16M -24,975 -68%
LIA
1144
LS Investment Advisors
Michigan
$956K +$55.4K +640 +6%
SFI
1145
SPC Financial Inc
Maryland
$948K +$48.7K +563 +5%
SWM
1146
Spire Wealth Management
Virginia
$946K +$215K +2,481 +26%
ACA
1147
Anchor Capital Advisors
Massachusetts
$945K -$75.2K -869 -7%
TPI
1148
Trust Point Inc
Wisconsin
$943K +$60K +693 +6%
AO
1149
Advisor OS
Illinois
$943K +$616K +7,118 +152%
LCWP
1150
Legacy Capital Wealth Partners
Arkansas
$940K -$105K -1,216 -9%

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.