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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
PMSA
1351
Patrick M. Sweeney & Associates
Illinois
$555K +$39.4K +455 +7%
WPC
1352
Waters Parkerson & Co
Louisiana
$555K +$151K +1,750 +34%
SIA
1353
Schechter Investment Advisors
Michigan
$555K +$195K +2,252 +48%
WI
1354
WBI Investments
New Jersey
$554K +$58.9K +680 +11%
CWP
1355
Clark Wealth Partners
Illinois
$554K +$600K +6,936 New
GL
1356
Graypoint LLC
New York
$554K +$42.4K +490 +8%
ECM
1357
Eisler Capital Management
United Kingdom
$552K +$595K +6,875 New
BWM
1358
Biltmore Wealth Management
Arizona
$551K -$2.34K -27 -0.4%
MC
1359
Martin & Co
Tennessee
$551K -$24.6K -284 -4%
AP
1360
Americana Partners
Texas
$550K +$32.8K +379 +6%
AWA
1361
Aaron Wealth Advisors
Illinois
$549K +$26.4K +305 +5%
CCG
1362
Cypress Capital Group
Florida
$549K -$485K -5,599 -45%
WCM
1363
Windsor Capital Management
Arizona
$548K -$4.33K -50 -0.7%
JAG
1364
Journey Advisory Group
Kentucky
$548K
BCWM
1365
Bartlett & Co Wealth Management
Ohio
$548K -$214K -2,472 -27%
TC
1366
Trilogy Capital
California
$545K +$237K +2,740 +67%
CA
1367
Continuum Advisory
Idaho
$543K +$49.9K +576 +9%
AW
1368
Alteri Wealth
California
$543K +$588K +6,793 New
BOS
1369
Bank of Stockton
California
$540K -$42.4K -490 -7%
MA
1370
MJP Associates
Connecticut
$539K +$584K +6,751 New
HAIM
1371
Hunter Associates Investment Management
Pennsylvania
$535K -$50.7K -586 -8%
TAM
1372
Titleist Asset Management
Texas
$533K -$120K -1,390 -17%
MFA
1373
Mayflower Financial Advisors
Massachusetts
$533K -$11.5K -133 -2%
KIM
1374
Kestra Investment Management
Texas
$532K +$61K +705 +12%
RL
1375
Rogco LP
Oklahoma
$530K +$5.28K +61 +0.9%

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.