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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
LSAG
1401
Lake Street Advisors Group
New Hampshire
$507K +$23.5K +272 +5%
WC
1402
Westhampton Capital
North Carolina
$505K -$17.3K -200 -3%
CCG
1403
Coastwise Capital Group
California
$503K -$17.3K -200 -3%
CSB
1404
City State Bank
Iowa
$502K -$28.8K -333 -5%
FMP
1405
Financial Management Professionals
Texas
$500K +$125K +1,446 +30%
FMTCOCP
1406
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$498K -$171K -1,979 -24%
CF
1407
Centaurus Financial
California
$498K -$3.64K -42 -0.7%
VC
1408
Vicus Capital
Pennsylvania
$498K -$16.2K -187 -3%
EWM
1409
EPG Wealth Management
Georgia
$496K -$3.29K -38 -0.6%
GPI
1410
General Partner Inc
Pennsylvania
$495K -$5.02K -58 -0.9%
CCA
1411
Checchi Capital Advisers
California
$494K -$8.4K -97 -2%
EPIM
1412
Evelyn Partners Investment Management
$494K +$535K +6,181 New
SWM
1413
Silverlake Wealth Management
Vermont
$491K -$37.4K -432 -7%
OWP
1414
Obermeyer Wealth Partners
Colorado
$491K
BPC
1415
Bryce Point Capital
New York
$490K +$531K +6,134 New
WPC
1416
White Pine Capital
Minnesota
$490K -$23K -266 -4%
PGFC
1417
Peapack-Gladstone Financial Corp
New Jersey
$489K -$245K -2,831 -32%
KWA
1418
Kingswood Wealth Advisors
California
$486K -$775K -8,952 -60%
AWM
1419
AllSquare Wealth Management
New York
$486K +$104K +1,200 +25%
HPM
1420
Hudson Portfolio Management
New York
$482K
AFG
1421
ABLE Financial Group
Arizona
$479K -$50.7K -586 -9%
CCP
1422
Clough Capital Partners
Massachusetts
$479K
BCA
1423
Bray Capital Advisors
Florida
$475K -$157K -1,815 -23%
FPB
1424
First PREMIER Bank
South Dakota
$475K -$40.3K -465 -7%
MMPW
1425
Mitchell McLeod Pugh & Williams
Alabama
$475K -$21.1K -244 -4%

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.