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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
FS
1826
Financially Speaking
Colorado
$197K +$214K +2,468 New
AAP
1827
Arax Advisory Partners
Colorado
$192K +$84.8K +980 +69%
FIA
1828
FNY Investment Advisers
New York
$191K -$121K -1,400 -37%
AA
1829
Addison Advisors
Vermont
$190K -$29.7K -343 -13%
SSG
1830
Summit Securities Group
New York
$184K -$312K -3,600 -61%
CH
1831
Cromwell Holdings
Wyoming
$183K -$52.9K -611 -21%
CA
1832
CoreCap Advisors
Michigan
$179K +$27.9K +322 +17%
CWM
1833
CarsonAllaria Wealth Management
Illinois
$179K -$16.7K -193 -8%
DAM
1834
Delta Asset Management
Tennessee
$175K
KLWA
1835
Kelly Lawrence W & Associates
California
$172K
OP
1836
ORG Partners
Indiana
$170K -$5.71K -66 -3%
DSC
1837
Duncker Streett & Co
Missouri
$169K -$108K -1,251 -37%
SIS
1838
Strategic Investment Solutions
Illinois
$168K
SPF
1839
South Plains Financial
Texas
$168K +$182K +2,100 New
CAS
1840
Coppell Advisory Solutions
Texas
$167K +$21.5K +248 +13%
KOCAA
1841
Knights of Columbus Asset Advisors
Connecticut
$165K -$203K -2,346 -53%
PP
1842
Pacifica Partners
Canada
$160K
BONH
1843
Bank of New Hampshire
New Hampshire
$159K
BGAI
1844
Bruce G. Allen Investments
Colorado
$156K +$5.02K +58 +3%
SCM
1845
Silvant Capital Management
Georgia
$154K
ADL
1846
Asset Dedication LLC
California
$153K +$27.1K +313 +20%
Loomis, Sayles & Company
1847
Loomis, Sayles & Company
Massachusetts
$152K -$24.4K -282 -13%
BWM
1848
Bernard Wealth Management
Michigan
$150K +$163K +1,884 New
CA
1849
Centerpoint Advisors
Massachusetts
$150K
SIS
1850
Sound Income Strategies
Florida
$149K +$14.5K +168 +10%

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.