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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
PWA
1876
Principia Wealth Advisory
Texas
$105K +$114K +1,317 New
NECFA
1877
New England Capital Financial Advisors
Connecticut
$104K -$519 -6 -0.5%
OC
1878
Oakworth Capital
Alabama
$91.3K
LWCFA
1879
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.1K
FCAS
1880
First Command Advisory Services
Texas
$90.7K
BAM
1881
Byrne Asset Management
New Jersey
$90.3K -$16.4K -190 -14%
APW
1882
Acima Private Wealth
Virginia
$89.9K
SIC
1883
Salem Investment Counselors
North Carolina
$89K -$19.7K -227 -17%
WI
1884
Wintrust Investments
Illinois
$89K -$80.4K -929 -45%
HI
1885
Hoey Investments
Pennsylvania
$88.8K +$21.7K +251 +29%
BWL
1886
Bogart Wealth LLC
Virginia
$88.3K
ACM
1887
Aster Capital Management
United Arab Emirates
$87.4K -$3.91M -45,122 -98%
SC
1888
Steph & Co
Wisconsin
$85.1K +$87.2K +1,007 +1,736%
MWA
1889
Medallion Wealth Advisors
Connecticut
$82.8K +$83K +959 New
EAM
1890
Empirical Asset Management
Massachusetts
$82.6K +$1.67M +19,277 New
VAG
1891
VisionPoint Advisory Group
Texas
$82.3K +$88.8K +1,026 New
KBFS
1892
Kohmann Bosshard Financial Services
Ohio
$80.7K +$87.4K +1,010 New
MHR
1893
Matthew Hamilton Rosenberg
$79.6K +$33.6K +388 +64%
SAM
1894
S.A. Mason
Michigan
$79.3K +$15.1K +175 +21%
HC
1895
Hoese & Co
Minnesota
$79.2K -$1.73K -20 -2%
GSWM
1896
Golden State Wealth Management
California
$78.3K +$84.8K +980 New
GJIA
1897
Glass Jacobson Investment Advisors
Maryland
$78.3K +$2.51K +29 +3%
CTC
1898
Cetera Trust Company
Minnesota
$77.9K
GKIM
1899
GW&K Investment Management
Massachusetts
$77K +$1.65K +19 +2%
HWM
1900
Hemington Wealth Management
Virginia
$76K +$4.59K +53 +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.