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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
VAM
1601
Verity Asset Management
North Carolina
$313K +$29.6K +342 +9%
CSIC
1602
Clifford Swan Investment Counsel
California
$312K
HAM
1603
Hedges Asset Management
Nevada
$312K
PWM
1604
Pines Wealth Management
North Carolina
$310K +$333K +3,848 New
APW
1605
Austin Private Wealth
Texas
$310K +$65.7K +759 +24%
PWPS
1606
Pinnacle Wealth Planning Services
Ohio
$310K +$4.76K +55 +1%
AF
1607
Affiance Financial
Minnesota
$309K +$60.6K +700 +22%
CC
1608
Callan Capital
California
$309K +$60.7K +701 +22%
MW
1609
Maia Wealth
Colorado
$309K +$87.7K +1,013 +44%
EM
1610
ELCO Management
New York
$309K -$4.33K -50 -1%
NAS
1611
Nicolet Advisory Services
Wisconsin
$308K +$1.82K +21 +0.6%
PWA
1612
Provenance Wealth Advisors
Florida
$308K -$823K -9,510 -71%
Cohen & Steers
1613
Cohen & Steers
New York
$308K +$16.9K +195 +5%
CGL
1614
Clarius Group LLC
Washington
$307K -$433 -5 -0.1%
ASC
1615
Atalanta Sosnoff Capital
New York
$307K +$26.2K +303 +9%
SAM
1616
Strategy Asset Managers
California
$306K -$2.87M -33,103 -90%
VCM
1617
Virtue Capital Management
Tennessee
$306K
FIB
1618
First Interstate Bank
Montana
$306K +$6.41K +74 +2%
ACM
1619
Arcataur Capital Management
Wisconsin
$305K -$1.73K -20 -0.5%
CSC
1620
Caldwell Sutter Capital
California
$305K -$5.89K -68 -2%
WFS
1621
Widmann Financial Services
Maryland
$304K +$56.3K +650 +21%
V
1622
VeraBank
Texas
$304K -$7.62K -88 -2%
DFG
1623
Delta Financial Group
New Jersey
$304K +$1.04K +12 +0.3%
OL
1624
Optas LLC
Texas
$303K -$8.92K -103 -3%
RCP
1625
Rothschild Capital Partners
New York
$302K -$2.94M -33,933 -90%

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.