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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
WOC
1926
West Oak Capital
California
$52K
W
1927
WealthCollab
Washington
$51.8K +$779 +9 +1%
RA
1928
Ransom Advisory
Rhode Island
$50.6K -$173 -2 -0.3%
AEPWM
1929
Atlantic Edge Private Wealth Management
Florida
$50.2K
CIR
1930
Clear Investment Research
Georgia
$47.9K
WTA
1931
Washington Trust Advisors
Massachusetts
$47.9K
PMFA
1932
Plante Moran Financial Advisors
Michigan
$46.4K -$132K -1,525 -72%
OW
1933
Olistico Wealth
Oklahoma
$45.6K
SC
1934
SouthState Corp
Florida
$45K -$17.3K -200 -26%
NFSG
1935
Newbridge Financial Services Group
Florida
$44.1K +$3.81K +44 +9%
CTA
1936
Colonial Trust Advisors
South Carolina
$44.1K -$3.38K -39 -7%
POIA
1937
Pin Oak Investment Advisors
Texas
$43K
HFM
1938
Hartford Financial Management
Connecticut
$42.3K -$519 -6 -1%
WCM
1939
Westend Capital Management
California
$40.9K -$5.06M -58,405 -99%
CP
1940
Castleview Partners
Texas
$40.6K -$346 -4 -0.8%
BIA
1941
Bell Investment Advisors
California
$40.3K -$15.9K -184 -27%
CCC
1942
Chelsea Counsel Company
California
$40.3K
DWA
1943
Dougherty Wealth Advisers
Minnesota
$39.9K
PP
1944
Pingora Partners
Wyoming
$39.9K
M
1945
MOTCO
Texas
$39.9K +$433 +5 +1%
KG
1946
Kieckhefer Group
Wisconsin
$39.9K +$43.3K +500 New
LC
1947
Lavaca Capital
Texas
$39.3K +$42.6K +492 New
CWC
1948
Carolinas Wealth Consulting
North Carolina
$39.1K +$3.98K +46 +10%
TAM
1949
Tucker Asset Management
Colorado
$37.9K +$1.73K +20 +4%
CFS
1950
CGC Financial Services
Oregon
$37.9K

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.