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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
CFP
1526
Catalyst Financial Partners
Massachusetts
$373K +$42.5K +491 +12%
CPA
1527
Capital Performance Advisors
California
$370K +$163K +1,881 +68%
MHIC
1528
Marble Harbor Investment Counsel
Massachusetts
$370K -$51.9K -600 -11%
SAM
1529
Seelaus Asset Management
New Jersey
$370K
IIA
1530
Integral Investment Advisors
California
$370K -$433 -5 -0.1%
BIG
1531
Brooklyn Investment Group
New York
$368K +$126K +1,455 +46%
OBAM
1532
ODDO BHF Asset Management
France
$368K
CC
1533
Chicago Capital
Illinois
$367K +$116K +1,340 +41%
BRIA
1534
Balanced Rock Investment Advisors
Massachusetts
$366K -$53.9K -623 -12%
LAS
1535
Legacy Advisory Services
Pennsylvania
$366K -$87 -1 -0%
AA
1536
Apriem Advisors
California
$365K -$107K -1,237 -21%
UAML
1537
US Asset Management LLC
Pennsylvania
$362K -$18.4K -213 -4%
TM
1538
TigerOak Management
New Mexico
$361K +$392K +4,524 New
CFSG
1539
Community Financial Services Group
Vermont
$361K -$337K -3,890 -46%
MWS
1540
MFA Wealth Services
California
$360K +$391K +4,513 New
WBC
1541
Westpac Banking Corp
Australia
$360K -$9.61K -111 -2%
GWAG
1542
Garrett Wealth Advisory Group
Texas
$360K -$3.29K -38 -0.8%
AIM
1543
Advyzon Investment Management
Illinois
$359K +$389K +4,497 New
CFFP
1544
Center for Financial Planning
Michigan
$359K -$70.6K -816 -15%
TFIPS
1545
Towarzystwo Funduszy Inwestycyjnych PZU SA
$359K
AWM
1546
Accurate Wealth Management
Florida
$357K +$13.8K +159 +4%
Empower Advisory Group
1547
Empower Advisory Group
Colorado
$355K +$20K +231 +5%
NB
1548
Northwest Bancshares
Pennsylvania
$355K -$12.1K -140 -3%
ITIM
1549
Indiana Trust & Investment Management
Indiana
$355K
NA
1550
Nautilus Advisors
California
$354K +$384K +4,435 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.