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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
TW
1451
TritonPoint Wealth
Maryland
$448K -$70.1K -810 -13%
BAM
1452
Boyar Asset Management
New York
$447K +$32.7K +378 +7%
MCWA
1453
Meadow Creek Wealth Advisors
Georgia
$446K -$7.96K -92 -2%
SFP
1454
Shepherd Financial Partners
Massachusetts
$445K +$13.8K +159 +3%
LIM
1455
Loudon Investment Management
New Hampshire
$444K -$177K -2,049 -27%
SIC
1456
Sage Investment Counsel
Tennessee
$444K +$481K +5,554 New
IC
1457
Iconiq Capital
California
$441K +$185K +2,141 +63%
CA
1458
Cambridge Advisors
Nebraska
$439K +$6.92K +80 +1%
AIM
1459
Athena Investment Management
California
$438K
CT
1460
Caldwell Trust
Florida
$438K -$41.8K -483 -8%
CWM
1461
Cordatus Wealth Management
Pennsylvania
$438K -$2.25K -26 -0.5%
TF
1462
Tudor Financial
Ohio
$438K -$88.7K -1,025 -16%
CW
1463
Code Waechter
Florida
$437K -$15.1K -174 -3%
TWM
1464
Thrive Wealth Management
Pennsylvania
$436K -$48.1K -556 -9%
WWM
1465
Waterway Wealth Management
Texas
$436K +$83.6K +966 +22%
AF
1466
Advisornet Financial
Minnesota
$435K -$125K -1,440 -21%
MWM
1467
Mission Wealth Management
California
$435K -$1.65K -19 -0.3%
HNW
1468
High Note Wealth
Minnesota
$433K -$17.8K -206 -4%
Fidelity International
1469
Fidelity International
Bermuda
$432K +$64.8K +748 +16%
First Manhattan
1470
First Manhattan
New York
$432K -$5.45K -63 -1%
LIM
1471
Leavell Investment Management
Alabama
$430K +$19.6K +226 +4%
AC
1472
AXQ Capital
New Jersey
$428K +$116K +1,340 +33%
WTB
1473
Washington Trust Bank
Washington
$427K -$86.8K -1,003 -16%
TWA
1474
TCI Wealth Advisors
Arizona
$427K +$4.76K +55 +1%
TT
1475
TI-Trust
Illinois
$426K -$6.49K -75 -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.