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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
JWS
1676
Juncture Wealth Strategies
Arizona
$277K -$14.5K -167 -5%
MFG
1677
Magnus Financial Group
New York
$274K +$43K +497 +17%
ICP
1678
Impact Capital Partners
Colorado
$273K +$296K +3,422 New
MFG
1679
Mosaic Financial Group
Illinois
$273K
RP
1680
Riverbridge Partners
Minnesota
$273K
WFAG
1681
Worth Financial Advisory Group
North Carolina
$273K +$277K +3,200 New
SA
1682
Sylvest Advisors
Texas
$273K +$295K +3,413 New
PB
1683
Pinnacle Bancorp
Nebraska
$273K -$31.3K -362 -10%
MAWA
1684
Moss Adams Wealth Advisors
Washington
$272K -$3.12K -36 -1%
CG
1685
CFO4Life Group
Texas
$272K -$8.22K -95 -3%
OL
1686
OneFund LLC
Florida
$271K +$2.42K +28 +0.8%
AOWM
1687
Alpha Omega Wealth Management
Virginia
$271K
PI
1688
Parkside Investments
Illinois
$271K -$26K -300 -8%
GIA
1689
Guyasuta Investment Advisors
Pennsylvania
$270K -$21.9K -253 -7%
CAL
1690
Capital Advisors Ltd
Ohio
$270K +$17.2K +199 +6%
GWANC
1691
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K +$39.2K +453 +16%
GJWM
1692
Gilliland Jeter Wealth Management
Arkansas
$268K -$1.21K -14 -0.4%
BFIM
1693
Beese Fulmer Investment Management
Ohio
$268K
AWMM
1694
Aegis Wealth Management (Maryland)
Maryland
$268K +$290K +3,354 New
GWM
1695
GK Wealth Management
Nevada
$267K +$289K +3,344 New
PCM
1696
Penserra Capital Management
California
$267K +$281K +3,249 +3,008%
GTAM
1697
Global Trust Asset Management
Florida
$267K -$28K -323 -9%
PCM
1698
Prelude Capital Management
New York
$267K -$64.4K -744 -18%
CFG
1699
Certior Financial Group
Pennsylvania
$266K +$288K +3,328 New
HWMG
1700
Hurlow Wealth Management Group
Indiana
$265K -$5.45K -63 -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.