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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
SC
2026
Steph & Co
Wisconsin
$5.22K +$4.88K +58 New
CMP
2027
Coston McIsaac & Partners
Maine
$5.06K +$133K +1,580 +3%
CSWM
2028
Cassady Schiller Wealth Management
Ohio
$4.95K
CMA
2029
Cedar Mountain Advisors
Oregon
$4.5K
FAM
2030
Flaharty Asset Management
Florida
$4.14K +$3.87K +46 New
HFS
2031
HBC Financial Services
Washington
$4K -$13.5K -161 -76%
RS
2032
Rakuten Securities
Japan
$3.51K -$52.5K -624 -94%
CAM
2033
Clarity Asset Management
Iowa
$3.48K +$84 +1 +3%
WFA
2034
Wells Financial Advisors
Massachusetts
$3.36K +$3.11K +37 New
TCA
2035
Trifecta Capital Advisors
Illinois
$3.33K -$15.1K -180 -83%
RWM
2036
Ruedi Wealth Management
Illinois
$3.33K
FG
2037
Fairman Group
Pennsylvania
$3.27K
VWA
2038
Valued Wealth Advisors
Utah
$3.08K +$925 +11 +48%
C
2039
Covestor
United Kingdom
$3K +$252 +3 +11%
AP
2040
Aspect Partners
Virginia
$2.7K
MWA
2041
MFA Wealth Advisors
Pennsylvania
$2.7K
LIS
2042
Legacy Investment Solutions
Idaho
$2.64K +$2.52K +30 New
LWMI
2043
Legacy Wealth Management (Idaho)
Idaho
$2.64K +$2.52K +30 New
NCM
2044
Northwest Capital Management
Oregon
$2.52K
CYG
2045
Clean Yield Group
Vermont
$2.16K +$2.02K +24 New
GFL
2046
Granite FO LLC
New Hampshire
$2.07K +$1.94K +23 New
PPA
2047
Painted Porch Advisors
California
$1.98K
OLVIG
2048
Oliver Lagore Vanvalin Investment Group
Michigan
$1.35K
TPW
2049
Talon Private Wealth
Florida
$1.08K +$1.01K +12 New
PMAM
2050
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.01K +12 New

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.