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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
MAS
1951
MPWM Advisory Solutions
Georgia
$37.9K +$41K +474 New
FFA
1952
Frazier Financial Advisors
Ohio
$36.4K -$3.29K -38 -8%
FAI
1953
Fiduciary Advisors Inc
Missouri
$36.2K +$39.2K +453 New
RF
1954
Robinswood Financial
Washington
$35.2K -$8.22K -95 -18%
FCT
1955
First Community Trust
Iowa
$35.1K
PA
1956
PSI Advisors
Florida
$34.3K -$26.1K -301 -41%
RMC
1957
Resources Management Corp
Connecticut
$34K
TIM
1958
Thompson Investment Management
Wisconsin
$33.9K
CFG
1959
Chapman Financial Group
Hawaii
$33.5K +$36.3K +419 New
FFO
1960
Fortitude Family Office
Arizona
$33.1K +$10.1K +117 +39%
ME
1961
McIlrath & Eck
Washington
$32.7K +$14.9K +172 +72%
FFC
1962
First Financial Corp
Indiana
$32.7K +$1.56K +18 +5%
CFG
1963
CKW Financial Group
Hawaii
$32K
PGAM
1964
Princeton Global Asset Management
New Jersey
$32K
CB
1965
Community Bank
New York
$31.9K -$87 -1 -0.3%
Optiver Holding
1966
Optiver Holding
Netherlands
$30.8K +$33.3K +385 New
TCM
1967
Tributary Capital Management
Nebraska
$30K
WSCM
1968
Wellington Shields Capital Management
New York
$28K
SIC
1969
SJS Investment Consulting
Ohio
$27.7K +$7.88K +91 +36%
SC
1970
Stephens Consulting
Michigan
$27.5K +$17.7K +204 +146%
BCMLT
1971
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.4K -$38.1K -440 -56%
WTFG
1972
Wood Tarver Financial Group
Idaho
$27K +$29.4K +340 New
RS
1973
Rakuten Securities
Japan
$26.6K +$25.5K +294 +754%
RJA
1974
Ross\Johnson & Associates
Minnesota
$26.4K +$28.6K +330 New
ZB
1975
Zions Bancorporation
Utah
$26.3K +$9.44K +109 +50%

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.