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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
DI
1226
Diligent Investors
California
$768K +$26K +300 +3%
CIEC
1227
Crédit Industriel et Commercial
France
$763K +$827K +9,558 New
FG
1228
Fiduciary Group
Georgia
$763K -$37.5K -433 -4%
CPWA
1229
Cerro Pacific Wealth Advisors
California
$759K +$234K +2,708 +47%
LWA
1230
Lantern Wealth Advisors
New York
$756K -$127K -1,468 -13%
RBI
1231
Raiffeisen Bank International
Austria
$756K +$822K +9,499 New
MSS
1232
Mitchell Sinkler & Starr
Pennsylvania
$756K -$7.88K -91 -1%
CBT
1233
Crews Bank & Trust
Florida
$755K +$818K +9,453 New
VIP
1234
Vista Investment Partners
Oklahoma
$754K -$1.3K -15 -0.2%
SAI
1235
Savvy Advisors Inc
New York
$753K +$428K +4,942 +110%
BWG
1236
Boomfish Wealth Group
Georgia
$752K -$461K -5,328 -36%
CAM
1237
Cidel Asset Management
Ontario, Canada
$751K
WAS
1238
Winch Advisory Services
Wisconsin
$748K +$33.3K +385 +4%
LA
1239
Lynch & Associates
Indiana
$740K +$168K +1,935 +26%
BFA
1240
Beacon Financial Advisory
Ohio
$739K +$45K +520 +6%
CIA
1241
Capital Investment Advisors
Georgia
$735K -$75.7K -874 -9%
MCC
1242
Malaga Cove Capital
California
$735K -$19.8K -229 -2%
WAG
1243
Wallace Advisory Group
California
$734K +$80.8K +933 +13%
HCM
1244
Howard Capital Management
Georgia
$733K +$795K +9,181 New
BC
1245
Burney Company
Virginia
$732K +$48K +555 +6%
SLWA
1246
San Luis Wealth Advisors
California
$728K +$146K +1,692 +23%
LJAC
1247
L.J. Altfest & Co
New York
$721K +$781K +9,018 +99%
RPC
1248
Rossmore Private Capital
Connecticut
$721K -$338K -3,908 -30%
SIM
1249
Studio Investment Management
Illinois
$718K -$124K -1,435 -14%
BAM
1250
Belpointe Asset Management
Nevada
$718K +$5.19K +60 +0.7%

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.