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Medtronic

2,076 hedge funds and large institutions have $95.7B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 934 increasing their positions, 730 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 730

20% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 146

4% more capital invested

Capital invested by funds: $91.8B → $95.7B (+$3.91B)

0% more funds holding

Funds holding: 2,0752,076 (+1)

1.05% less ownership

Funds ownership: 83.76%82.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

17% less call options, than puts

Call options by funds: $643M | Put options by funds: $778M

Holders
2,076
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
175
Increased
934
Reduced
730
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
2001
FSC Wealth Advisors
New York
$12.8K -$85 -1 -0.7%
CAM
2002
Creekmur Asset Management
Illinois
$12.6K +$2.48K +29 +25%
IHWM
2003
Iron Horse Wealth Management
Iowa
$12.6K -$41K -480 -77%
SC
2004
Stephens Consulting
Michigan
$12.2K
KFP
2005
Keener Financial Planning
Texas
$12K +$11.1K +130 New
MSG
2006
Main Street Group
Virginia
$11.8K +$4.01K +47 +53%
BWP
2007
Baldwin Wealth Partners
Massachusetts
$11.5K -$198K -2,325 -95%
PAG
2008
Paladin Advisory Group
Iowa
$11.5K
OPTFSNA
2009
Old Point Trust & Financial Services N A
Virginia
$11.2K
SWM
2010
Sanctuary Wealth Management
Idaho
$11.2K +$10.2K +119 +1,322%
GIS
2011
Grayhawk Investment Strategies
Alberta, Canada
$11.1K
IWP
2012
IAG Wealth Partners
Wisconsin
$11K +$85 +1 +0.8%
MIA
2013
MeadowBrook Investment Advisors
Michigan
$10.8K -$17.1K -200 -62%
TCG
2014
Transcendent Capital Group
Oklahoma
$10K
PP
2015
PFS Partners
New Jersey
$9.66K +$85 +1 +0.9%
MWM
2016
Mascoma Wealth Management
New Hampshire
$9.59K
IRAG
2017
Investment Research & Advisory Group
Georgia
$9.5K
PCM
2018
Penserra Capital Management
California
$9K -$516K -6,048 -98%
CIAS
2019
CBIZ Investment Advisory Services
Ohio
$8.78K +$8.53K +100 New
BFS
2020
Burkett Financial Services
South Carolina
$8.71K
AWM
2021
Atticus Wealth Management
Florida
$8.54K
HF
2022
Halpern Financial
Virginia
$8.07K
GWSA
2023
Global Wealth Strategies & Associates
Colorado
$8.02K
GFPC
2024
Global Financial Private Client
Florida
$8.01K
CMBA
2025
C.M. Bidwell & Associates
Hawaii
$7.93K

MDT Hedge Fund Activity: Q1 2024 in Review

2,076 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2024, worth a combined $95.7B — up 4.3% from $91.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MDT positions and 146 closed out — a net gain of 29 holders — while 934 added to existing stakes and 730 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $533M. The largest seller was Morgan Stanley, cutting an estimated $1.67B.

  • 2,076 institutional investors held Medtronic (MDT) as of Q1 2024, up from 2,075 in Q4 2023.
  • Funds reported $95.7B of Medtronic stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 175 funds opened new Medtronic positions in Q1 2024 and 146 closed out, a net change of +29 holders.
  • The largest Medtronic buyer in Q1 2024 was JP Morgan Chase, an estimated $533M added.
  • The largest Medtronic seller in Q1 2024 was Morgan Stanley, an estimated $1.67B sold.

Based on aggregated 13F filings for Q1 2024.