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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
PI
1276
PFG Investments
New York
$673K +$32.1K +371 +5%
VHAM
1277
Van Hulzen Asset Management
California
$669K -$9.52K -110 -1%
WMA
1278
West Michigan Advisors
Michigan
$668K -$8.92K -103 -1%
IAS
1279
Investment Advisory Services
Texas
$667K +$7.01K +81 +1%
AWM
1280
AE Wealth Management
Kansas
$663K -$2.42K -28 -0.3%
HFM
1281
Hartford Funds Management
Pennsylvania
$662K +$17.4K +201 +2%
UAS
1282
United Asset Strategies
New York
$656K -$11.3K -131 -2%
BFO
1283
Biltmore Family Office
North Carolina
$654K -$44.6K -515 -6%
OFG
1284
OmniStar Financial Group
North Carolina
$654K +$3.55K +41 +0.5%
VA
1285
Valmark Advisers
Ohio
$653K -$106K -1,228 -13%
HAG
1286
HF Advisory Group
Maryland
$651K +$24.3K +281 +4%
KFS
1287
Keynote Financial Services
Connecticut
$647K +$6.23K +72 +0.9%
AG
1288
Ascent Group
Virginia
$646K +$242K +2,797 +53%
WT
1289
Whittier Trust
California
$644K -$15.9K -184 -2%
FB
1290
Fulton Bank
Pennsylvania
$643K -$717K -8,281 -51%
PWAM
1291
Pinnacle West Asset Management
Wyoming
$642K +$2.16K +25 +0.3%
DMKJ
1292
David M. Knott Jr
$639K +$693K +8,000 New
SWM
1293
SeaCrest Wealth Management
New York
$636K +$21.7K +251 +3%
JFL
1294
Jarislowsky, Fraser Ltd
Quebec, Canada
$633K
CFG
1295
Copley Financial Group
California
$632K +$17.7K +204 +3%
RYIA
1296
Roehl & Yi Investment Advisors
Oregon
$632K +$685K +7,909 New
SWM
1297
Salvus Wealth Management
New Jersey
$632K -$1.56K -18 -0.2%
QL
1298
Quarry LP
New York
$631K +$134K +1,551 +24%
NFG
1299
Nations Financial Group
Iowa
$630K -$68.4K -790 -9%
WAP
1300
Wealthcare Advisory Partners
Pennsylvania
$629K +$952 +11 +0.1%

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.