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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
HFO
1301
Heritage Family Offices
Arizona
$629K -$15.6K -180 -2%
CIM
1302
CIM Investment Management
Pennsylvania
$628K +$3.03K +35 +0.4%
QWP
1303
Quotient Wealth Partners
Texas
$626K -$55.6K -642 -8%
MWM
1304
Meridian Wealth Management
Kentucky
$624K +$24K +277 +4%
LC
1305
Lindbrook Capital
California
$623K -$15.2K -176 -2%
KSWWM
1306
Keyes Stange & Wooten Wealth Management
Florida
$618K -$8.14K -94 -1%
MW
1307
Marcum Wealth
Ohio
$615K -$81.7K -944 -11%
GEA
1308
Glen Eagle Advisors
New Jersey
$613K -$31K -358 -4%
UWM
1309
USAdvisors Wealth Management
Minnesota
$613K
PAS
1310
Point72 Asia (Singapore)
Singapore
$607K -$8.48M -97,957 -93%
MA
1311
Montag & Associates
Georgia
$606K -$2.51K -29 -0.4%
CIC
1312
Cornercap Investment Counsel
Georgia
$602K -$30.8K -356 -5%
PFG
1313
PAX Financial Group
Texas
$601K +$21.8K +252 +3%
LC
1314
LCNB Corp
Ohio
$600K
GWSG
1315
GPS Wealth Strategies Group
Colorado
$600K -$600K -6,927 -48%
WCM
1316
Winthrop Capital Management
Indiana
$599K +$69.5K +803 +12%
GS
1317
GTS Securities
New York
$598K -$767K -8,857 -54%
FNBTCON
1318
First National Bank & Trust Co of Newtown
Pennsylvania
$597K -$112K -1,298 -15%
PW
1319
Potentia Wealth
California
$597K +$647K +7,469 New
SN
1320
Sittner & Nelson
Oregon
$597K +$28.9K +334 +5%
NWAG
1321
Net Worth Advisory Group
Utah
$596K +$1.56K +18 +0.2%
OKSA
1322
O'Keefe Stevens Advisory
New York
$596K +$176K +2,031 +37%
CWP
1323
Cyndeo Wealth Partners
Florida
$595K +$4.42K +51 +0.7%
CCWM
1324
Cassaday & Co Wealth Management
Virginia
$595K +$437K +5,047 +210%
HA
1325
Huntleigh Advisors
Missouri
$595K +$645K +7,447 New

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.