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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
MCM
1976
Mainstream Capital Management
California
$26.3K +$28.5K +329 New
BHWM
1977
Beaird Harris Wealth Management
Texas
$26K +$28.1K +325 New
DWA
1978
Delos Wealth Advisors
Texas
$24.8K
RFG
1979
REAP Financial Group
Texas
$23.9K +$7.71K +89 +42%
DWM
1980
Darwin Wealth Management
Florida
$23.1K -$952 -11 -4%
NAAA
1981
New Age Alpha Advisors
New York
$23K +$8.48K +98 +52%
PPA
1982
Painted Porch Advisors
California
$23K +$23K +266 +1,209%
CH
1983
Canton Hathaway
Rhode Island
$23K +$24.4K +282 New
CB
1984
Centennial Bank
Arkansas
$22.7K -$10.5K -121 -30%
NL
1985
NVWM LLC
Pennsylvania
$22.7K +$3.64K +42 +17%
PSFG
1986
Park Square Financial Group
Georgia
$22.7K +$24.6K +284 New
HWM
1987
HighMark Wealth Management
Minnesota
$22.1K -$112K -1,297 -82%
HIW
1988
Holos Integrated Wealth
Pennsylvania
$21.2K +$23K +266 New
BTD
1989
BankPlus Trust Department
Mississippi
$21.1K +$22.9K +264 New
WWA
1990
Wingate Wealth Advisors
Massachusetts
$20.8K +$22.5K +260 New
MTIC
1991
Missouri Trust & Investment Company
Missouri
$20.8K -$21.2K -245 -49%
CPG
1992
Cornerstone Planning Group
New Jersey
$20.5K +$2.42K +28 +14%
TF
1993
Tompkins Financial
New York
$20.4K -$94.8K -1,095 -81%
CA
1994
Crewe Advisors
Utah
$19.7K -$100K -1,157 -82%
AWM
1995
Abound Wealth Management
Tennessee
$19.7K -$5.45K -63 -20%
RFS
1996
Richardson Financial Services
Massachusetts
$19.6K +$21.3K +246 New
JAM
1997
JCIC Asset Management
Ontario, Canada
$18.8K
FGA
1998
Fortis Group Advisors
New Jersey
$18.4K
KWAG
1999
Kiely Wealth Advisory Group
North Carolina
$18.2K
TCM
2000
Tradewinds Capital Management
Washington
$17.9K

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.