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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
MWP
1251
Meriwether Wealth & Planning
Louisiana
$717K +$777K +8,981 New
EWA
1252
Etesian Wealth Advisors
Oregon
$717K -$42.2K -488 -5%
TFA
1253
Transamerica Financial Advisors
Florida
$712K +$114K +1,318 +17%
SB
1254
Simmons Bank
Arkansas
$704K +$47.6K +550 +7%
SFG
1255
Shum Financial Group
California
$703K -$180K -2,074 -19%
CFG
1256
Cooper Financial Group
California
$699K +$21.4K +247 +3%
BIA
1257
Beacon Investment Advisors
Maryland
$699K +$2.6K +30 +0.3%
PA
1258
Probity Advisors
Texas
$696K +$69.6K +804 +10%
FSA
1259
Financial Sense Advisors
California
$693K -$8.05K -93 -1%
WCM
1260
Washington Capital Management
Washington
$691K -$4.33K -50 -0.6%
CPSAC
1261
Chas P. Smith & Associates (CPS)
Florida
$690K -$113K -1,301 -13%
BPC
1262
Bearing Point Capital
Minnesota
$690K +$748K +8,635 New
DAC
1263
Dividend Assets Capital
South Carolina
$689K -$108K -1,243 -13%
PGWM
1264
Pitti Group Wealth Management
New York
$688K +$3.81K +44 +0.5%
PT
1265
Plimoth Trust
Massachusetts
$688K -$172K -1,985 -19%
SB
1266
Strategic Blueprint
Georgia
$687K +$35.8K +414 +5%
MTC
1267
McDaniel Terry & Co
Texas
$684K
FFA
1268
First Foundation Advisors
California
$683K +$81.6K +943 +12%
SG
1269
StoneX Group
New York
$683K +$161K +1,858 +28%
KA
1270
Kovack Advisors
Florida
$683K +$64.1K +741 +9%
JC
1271
Jacobs & Co
California
$681K -$345K -3,990 -32%
CWM
1272
Crowley Wealth Management
Delaware
$680K +$737K +8,508 New
PTC
1273
Private Trust Company
Ohio
$678K -$57.9K -669 -7%
CM
1274
Crestline Management
Texas
$678K -$1.14M -13,175 -61%
BWM
1275
BigSur Wealth Management
Florida
$677K

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.