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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
BAAM
1551
Baker Avenue Asset Management
California
$353K +$29.3K +338 +8%
PDL
1552
Portfolio Design Labs
California
$353K +$154K +1,781 +67%
SW
1553
Simplicity Wealth
New Jersey
$352K -$1.06M -12,266 -74%
GSB
1554
Greenfield Savings Bank
Massachusetts
$352K -$41.4K -478 -10%
VAS
1555
Vestmark Advisory Solutions
Massachusetts
$352K +$94.8K +1,095 +33%
ACP
1556
Aviance Capital Partners
Florida
$350K +$34.3K +396 +10%
JWM
1557
Jeppson Wealth Management
California
$347K -$1.3K -15 -0.3%
KAS
1558
KPP Advisory Services
Kentucky
$346K -$5.89K -68 -2%
PWS
1559
Precision Wealth Strategies
Missouri
$346K +$51.4K +594 +16%
AWAP
1560
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$346K -$2.51K -29 -0.7%
EW
1561
Evoke Wealth
California
$345K +$371K +4,281 New
WC
1562
Wynn Capital
Georgia
$345K +$34.4K +397 +10%
PWMG
1563
Prestige Wealth Management Group
New Jersey
$344K -$282K -3,257 -43%
WG
1564
Winton Group
United Kingdom
$342K +$370K +4,279 New
PAG
1565
Poinciana Advisors Group
Florida
$341K +$370K +4,274 New
BWP
1566
BlueStem Wealth Partners
Minnesota
$341K +$370K +4,273 New
RDWM
1567
Red Door Wealth Management
Tennessee
$337K +$44.3K +512 +14%
GWAM
1568
Guardian Wealth Advisors (Minnesota)
Minnesota
$337K +$45.1K +521 +14%
HCM
1569
Hall Capital Management
Rhode Island
$337K +$365K +4,218 New
I
1570
InvesTrust
Oklahoma
$337K +$366K +4,230 New
RFA
1571
Register Financial Advisors
Georgia
$336K +$8.66K +100 +2%
TLCM
1572
Twin Lakes Capital Management
California
$336K -$7.01K -81 -2%
AM
1573
AGF Management
Ontario, Canada
$335K +$363K +4,196 New
AA
1574
Alta Advisers
United Kingdom
$334K +$59.3K +685 +20%
C
1575
Certuity
Florida
$333K +$8.22K +95 +2%

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.