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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
AI
1701
AXS Investments
New York
$264K -$1.32M -15,227 -82%
FAM
1702
Formidable Asset Management
Ohio
$264K -$157K -1,816 -35%
4WM
1703
49 Wealth Management
Texas
$262K -$62.2K -719 -18%
RF
1704
Roxbury Financial
New Jersey
$262K +$262K +3,023 New
PCM
1705
Perritt Capital Management
Illinois
$261K +$2.86K +33 +1%
GCC
1706
Game Creek Capital
Massachusetts
$260K -$21.6K -250 -7%
OIS
1707
Okabena Investment Services
Minnesota
$259K -$38.8K -448 -12%
MAM
1708
Mystic Asset Management
Rhode Island
$259K +$281K +3,244 New
BA
1709
Brightwater Advisory
Florida
$259K +$225K +2,597 +403%
TSWM
1710
Triangle Securities Wealth Management
North Carolina
$258K -$82.4K -952 -23%
BFWM
1711
Bright Futures Wealth Management
New York
$257K -$60K -693 -20%
BOJHT
1712
Bank of Jackson Hole Trust
Wyoming
$256K +$278K +3,210 New
SS
1713
Sunbelt Securities
Texas
$256K -$8.4K -97 -3%
FMWA
1714
Forvis Mazars Wealth Advisors
Missouri
$256K +$54K +624 +24%
MCM
1715
Maple Capital Management
Vermont
$254K -$33.3K -385 -11%
RB
1716
Renasant Bank
Mississippi
$252K -$45.1K -521 -14%
BOH
1717
Bank of Hawaii
Hawaii
$252K +$15.1K +175 +6%
CB
1718
CNB Bank
Pennsylvania
$251K -$69.2K -799 -20%
WIM
1719
WealthPlan Investment Management
Nebraska
$250K -$28.8K -333 -10%
AFM
1720
Aspetuck Financial Management
Connecticut
$250K +$271K +3,125 New
RZH
1721
Relyea Zuckerberg Hanson
Connecticut
$250K +$32.2K +372 +14%
SSW
1722
Smith Shellnut Wilson
Mississippi
$249K +$1.73K +20 +0.6%
OR
1723
Olympiad Research
Connecticut
$248K +$269K +3,110 New
FWM
1724
Foguth Wealth Management
Michigan
$247K -$25.9K -299 -10%
AWM
1725
Angeles Wealth Management
California
$246K +$71.2K +822 +36%

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.