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Medtronic

2,064 hedge funds and large institutions have $94.6B invested in Medtronic in 2024 Q3 according to their latest regulatory filings, with 181 funds opening new positions, 759 increasing their positions, 903 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 117

35% more funds holding in top 10

Funds holding in top 10: 2331 (+8)

13% more capital invested

Capital invested by funds: $83.5B → $94.6B (+$11.1B)

11% more call options, than puts

Call options by funds: $816M | Put options by funds: $735M

2% more funds holding

Funds holding: 2,0242,064 (+40)

0.66% less ownership

Funds ownership: 82.71%82.05% (-0.66%)

16% less repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 903

Holders
2,064
Holders Change
+40
Holders Change %
+1.98%
% of All Funds
29.63%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.45%
New
181
Increased
759
Reduced
903
Closed
117
Calls
$816M
Puts
$735M
Net Calls
+$80.6M
Net Calls Change
-$79.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2001
Sanctuary Wealth Management
Idaho
$10.7K
TCG
2002
Transcendent Capital Group
Oklahoma
$10.4K
PP
2003
PFS Partners
New Jersey
$10.2K +$84 +1 +0.9%
IRAG
2004
Investment Research & Advisory Group
Georgia
$9.81K
NMM
2005
Naples Money Management
Florida
$9.81K +$2.1K +25 +30%
GCM
2006
Gables Capital Management
Florida
$9.27K -$15.6K -186 -64%
BFS
2007
Burkett Financial Services
South Carolina
$9K
CAM
2008
Creekmur Asset Management
Illinois
$9K
APW
2009
Atlantic Private Wealth
North Carolina
$9K +$8.41K +100 New
FIM
2010
FWL Investment Management
Texas
$9K +$8.41K +100 New
PAI
2011
Pittenger & Anderson Inc
Nebraska
$9K +$8.41K +100 New
PCM
2012
Penserra Capital Management
California
$9K
SC
2013
Swan Capital
Florida
$8.64K -$22.7K -270 -74%
HF
2014
Halpern Financial
Virginia
$8.47K
PCWA
2015
Pacific Capital Wealth Advisors
California
$8.28K -$17.1K -203 -69%
AWM
2016
Atticus Wealth Management
Florida
$8.1K -$673 -8 -8%
CJ
2017
Caitlin John
Michigan
$7.96K +$6.65K +79 +718%
FDCP
2018
Foster Dykema Cabot & Partners
Massachusetts
$7.62K +$7.07K +84 New
GI
2019
GS Investments
Minnesota
$7.38K
HBW
2020
Hazlett, Burt & Watson
West Virginia
$7K -$36.6K -435 -85%
HB
2021
Horizon Bancorp
Indiana
$7K
DPW
2022
DiNuzzo Private Wealth
Pennsylvania
$5.85K +$84 +1 +2%
SWM
2023
Sugarloaf Wealth Management
Georgia
$5.76K -$673 -8 -11%
PIS
2024
POM Investment Strategies
North Carolina
$5.67K +$168 +2 +3%
SHIM
2025
Stone House Investment Management
Pennsylvania
$5.4K

MDT Hedge Fund Activity: Q3 2024 in Review

2,064 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2024, worth a combined $94.6B — up 13% from $83.5B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new MDT positions and 117 closed out — a net gain of 64 holders — while 759 added to existing stakes and 903 trimmed.

The largest buyer was UBS AM, adding an estimated $503M. The largest seller was Sanders Capital, cutting an estimated $916M.

  • 2,064 institutional investors held Medtronic (MDT) as of Q3 2024, up from 2,024 in Q2 2024.
  • Funds reported $94.6B of Medtronic stock for Q3 2024, up 13% quarter-over-quarter.
  • 181 funds opened new Medtronic positions in Q3 2024 and 117 closed out, a net change of +64 holders.
  • The largest Medtronic buyer in Q3 2024 was UBS AM, an estimated $503M added.
  • The largest Medtronic seller in Q3 2024 was Sanders Capital, an estimated $916M sold.

Based on aggregated 13F filings for Q3 2024.