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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
USCWA
1201
U.S. Capital Wealth Advisors
Texas
$819K -$5.58M -64,411 -86%
CFO
1202
CVA Family Office
Colorado
$815K +$192K +2,218 +28%
AFW
1203
Avantra Family Wealth
Pennsylvania
$815K +$883K +10,201 New
AIC
1204
Archer Investment Corporation
Indiana
$809K +$952 +11 +0.1%
FFWA
1205
FRG Family Wealth Advisors
Washington
$808K -$107K -1,240 -11%
IFG
1206
Independent Financial Group
California
$801K +$779 +9 +0.1%
FCFC
1207
First Commonwealth Financial Corp
Pennsylvania
$801K +$5.45K +63 +0.6%
GBT
1208
Grove Bank & Trust
Florida
$800K +$60.9K +704 +8%
SAG
1209
SageView Advisory Group
California
$800K +$522K +6,026 +151%
CTFG
1210
Capstone Triton Financial Group
Oklahoma
$800K +$18.4K +213 +2%
FPF
1211
First Pacific Financial
Washington
$798K -$10.3K -119 -1%
PPWM
1212
Paragon Private Wealth Management
Kentucky
$796K +$47.1K +544 +6%
ABLA
1213
Alan B. Lancz & Associates
Ohio
$795K -$60.6K -700 -7%
PCA
1214
Pallas Capital Advisors
Massachusetts
$795K -$138K -1,597 -14%
BWM
1215
Buckley Wealth Management
Nevada
$794K +$22.7K +262 +3%
MYIA
1216
Mount Yale Investment Advisors
Colorado
$793K +$261K +3,017 +44%
EF
1217
Exeter Financial
Arizona
$791K +$3.64K +42 +0.4%
TPW
1218
Transatlantique Private Wealth
New York
$790K
CHAM
1219
Clear Harbor Asset Management
Connecticut
$787K +$25.7K +297 +3%
MGIA
1220
Moneta Group Investment Advisors
Missouri
$787K +$10.5K +121 +1%
PVI
1221
Pine Valley Investments
New Jersey
$784K +$15.9K +184 +2%
JWCA
1222
J.W. Cole Advisors
Florida
$781K +$28.4K +328 +3%
SC
1223
Syon Capital
California
$780K +$123K +1,422 +17%
GWMI
1224
Guardian Wealth Management (Illinois)
Illinois
$776K -$296K -3,419 -26%
UWS
1225
Unique Wealth Strategies
Illinois
$769K -$171K -1,971 -17%

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.