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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
FA
1726
Forefront Analytics
Pennsylvania
$246K +$65.3K +754 +32%
CCA
1727
Cobblestone Capital Advisors
New York
$242K -$22.7K -262 -8%
HWA
1728
HHM Wealth Advisors
Tennessee
$242K -$27.4K -317 -9%
BWP
1729
Barlow Wealth Partners
Kentucky
$241K
NP
1730
Nilsine Partners
Colorado
$240K +$260K +3,009 New
GCIA
1731
Gabelli & Co Investment Advisers
New York
$240K +$260K +3,000 New
CA
1732
Cornerstone Advisory
Maryland
$239K -$66.9K -773 -23%
RPCONE
1733
Retirement Planning Company of New England
Rhode Island
$239K +$12K +139 +5%
MG
1734
Marex Group
$239K -$5.37K -62 -2%
PFW
1735
Petros Family Wealth
Minnesota
$238K +$258K +2,984 New
ESB
1736
Essex Savings Bank
Connecticut
$238K -$21.4K -247 -8%
WP
1737
WMS Partners
Maryland
$238K +$29.1K +336 +13%
CC
1738
Copperleaf Capital
North Carolina
$238K +$258K +2,976 New
NSIM
1739
North Star Investment Management
Illinois
$237K -$128K -1,479 -33%
HCP
1740
Hardin Capital Partners
South Carolina
$237K +$8.05K +93 +3%
RWM
1741
Riverbend Wealth Management
South Carolina
$237K +$256K +2,955 New
AIS
1742
American Investment Services
Massachusetts
$237K +$8.66K +100 +3%
EB
1743
Exchange Bank
California
$236K
ACGA
1744
Atlanta Consulting Group Advisors
Georgia
$234K -$158K -1,826 -38%
TNB
1745
Thomasville National Bank
Georgia
$234K -$52.2K -603 -17%
DRD
1746
Dennis R. Delaney
$234K -$1.35M -15,580 -84%
TAM
1747
TCP Asset Management
Ohio
$233K
BTWM
1748
Baker Tilly Wealth Management
Wisconsin
$233K -$63.4K -732 -20%
UPS
1749
UHLMANN PRICE SECURITIES
Illinois
$233K +$253K +2,920 New
JA
1750
JVL Associates
Michigan
$233K -$22.8K -263 -8%

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.