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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
SFM
1751
Signet Financial Management
New Jersey
$233K -$31.2K -360 -11%
NED
1752
Nancy E. Dempze
$233K -$366K -4,227 -59%
GLA
1753
Good Life Advisors
Pennsylvania
$232K -$83.2K -961 -25%
MSFP
1754
Mark Sheptoff Financial Planning
Connecticut
$232K +$8.66K +100 +4%
LAI
1755
Legal Advantage Investments
California
$232K +$31.2K +360 +14%
HAM
1756
Hickory Asset Management
Ohio
$232K +$251K +2,902 New
DIA
1757
Dana Investment Advisors
Wisconsin
$231K -$56.4K -651 -18%
HJIM
1758
Henry James International Management
New York
$231K -$173 -2 -0.1%
HA
1759
Harfst & Associates
Wyoming
$231K -$166K -1,913 -40%
PIM
1760
Profit Investment Management
Maryland
$230K -$25.3K -292 -9%
IA
1761
IFC Advisors
California
$229K +$249K +2,873 New
MQWP
1762
Morey & Quinn Wealth Partners
Nebraska
$229K +$249K +2,873 New
MWA
1763
Mills Wealth Advisors
Texas
$229K -$3.38K -39 -1%
ONST
1764
Old North State Trust
North Carolina
$229K -$12.9K -149 -5%
BB
1765
Berkshire Bank
Massachusetts
$228K +$7.96K +92 +3%
EW
1766
Element Wealth
Mississippi
$228K +$346 +4 +0.1%
BBW
1767
Blue Barn Wealth
Utah
$228K -$45.7K -528 -16%
OCM
1768
One Capital Management
California
$228K +$2.6K +30 +1%
TWP
1769
Tempus Wealth Planning
California
$227K -$2.08K -24 -0.8%
KW
1770
Keyvantage Wealth
Pennsylvania
$227K +$246K +2,838 New
DWM
1771
Dynasty Wealth Management
Florida
$226K +$245K +2,831 New
PJWM
1772
Philip James Wealth Mangement
Georgia
$225K -$6.75K -78 -3%
MBT
1773
Montecito Bank & Trust
California
$225K
SLG
1774
Stanley-Laman Group
Pennsylvania
$225K -$519 -6 -0.2%
UFF
1775
USA Financial Formulas
Michigan
$224K +$13K +150 +6%

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.