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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
EWM
1851
Evermay Wealth Management
Virginia
$144K -$2.42K -28 -2%
PWA
1852
Physician Wealth Advisors
Utah
$143K +$155K +1,795 New
VCM
1853
Versant Capital Management
Arizona
$143K +$20.6K +238 +15%
CSPIA
1854
Cary Street Partners Investment Advisory
Virginia
$139K -$3.75M -43,282 -96%
FFWM
1855
Future Financial Wealth Management
Ohio
$138K +$26K +300 +21%
NIMI
1856
Natixis Investment Managers International
France
$134K
AT
1857
Arlington Trust
Alabama
$132K +$68.7K +794 +92%
S
1858
Sachetta
Massachusetts
$130K -$12.6K -146 -8%
TFM
1859
TFC Financial Management
Massachusetts
$129K -$7.79K -90 -5%
WA
1860
WPG Advisers
Maryland
$126K +$136K +1,573 New
SG Americas Securities
1861
SG Americas Securities
New York
$120K -$2.16M -24,952 -94%
EBA
1862
Eagle Bay Advisors
New York
$120K -$9.61K -111 -7%
WA
1863
Whipplewood Advisors
Colorado
$120K +$130K +1,496 New
BLC
1864
Brown, Lisle/Cummings
Rhode Island
$119K +$17.5K +202 +16%
SOW
1865
State of Wyoming
Wyoming
$119K +$128K +1,484 New
CBT
1866
CoreFirst Bank & Trust
Kansas
$117K -$71.2K -822 -36%
YDMI
1867
Y.D. More Investments
Israel
$116K +$20.4K +236 +19%
JGIA
1868
Jackson Grant Investment Advisers
Connecticut
$115K +$260 +3 +0.2%
MA
1869
MCF Advisors
Kentucky
$112K +$22.4K +259 +23%
LOIP
1870
Live Oak Investment Partners
Texas
$112K
ST
1871
Smithfield Trust
Pennsylvania
$110K -$2.77K -32 -2%
QC
1872
Quent Capital
New York
$110K -$57.2K -661 -33%
NBT
1873
Northwest Bank & Trust
Iowa
$108K
CIAM
1874
Caitong International Asset Management
Hong Kong
$107K +$116K +1,343 New
AAG
1875
Armstrong Advisory Group
Massachusetts
$106K

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.