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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
OIA
1901
Optimum Investment Advisors
Illinois
$75.9K
FNWA
1902
Financial Network Wealth Advisors
Utah
$74.4K -$201K -2,318 -71%
FW
1903
Fairway Wealth
Ohio
$72.5K +$78.6K +908 New
TC
1904
Trust Company
Kansas
$72.4K -$87 -1 -0.1%
AP
1905
Atwood & Palmer
Missouri
$69.8K +$1.82K +21 +2%
API
1906
Asset Planning Inc
California
$69.7K +$75.5K +872 New
FWA
1907
Flagship Wealth Advisors
Massachusetts
$69.4K +$75.2K +869 New
HFS
1908
Hopwood Financial Services
Virginia
$67.9K +$73.6K +850 New
PPC
1909
Park Place Capital
Alabama
$65.8K -$24.8K -287 -26%
CTB
1910
Country Trust Bank
Illinois
$65.2K -$14.3K -165 -17%
MMCM
1911
Murphy & Mullick Capital Management
New York
$64.7K +$69.7K +805 New
FWM
1912
FSA Wealth Management
Massachusetts
$64.2K
PSB
1913
Piscataqua Savings Bank
New Hampshire
$60.3K
RAM
1914
Ramirez Asset Management
New York
$59.9K
KFGG
1915
Keystone Financial Group (Georgia)
Georgia
$59.7K +$64.1K +741 New
CWM
1916
Cranbrook Wealth Management
Michigan
$59.7K
CWP
1917
Concord Wealth Partners
Virginia
$58.1K -$17.8K -206 -22%
DF
1918
Dunhill Financial
United Kingdom
$57.7K -$11K -127 -15%
BL
1919
BFSG LLC
California
$57.5K
WWP
1920
WR Wealth Planners
Missouri
$56.2K +$2.77K +32 +5%
FDW
1921
Fourth Dimension Wealth
Ohio
$56.1K +$60.8K +702 New
RA
1922
Rise Advisors
New York
$55.5K -$4.33K -50 -7%
KFI
1923
Key Financial Inc
Pennsylvania
$55.4K -$21K -243 -26%
MA
1924
Modus Advisors
Minnesota
$55K +$59.6K +688 New
RTC
1925
Riverview Trust Company
Washington
$53.7K +$1.39K +16 +2%

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.