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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
AWM
2026
Accredited Wealth Management
Kentucky
$12K +$12.9K +149 New
HGERS
2027
Householder Group Estate & Retirement Specialist
Arizona
$12K -$8.92K -103 -39%
AA
2028
AlphaMark Advisors
Kentucky
$12K
CIAS
2029
CBIZ Investment Advisory Services
Ohio
$11.6K -$5.89K -68 -32%
IHWM
2030
Iron Horse Wealth Management
Iowa
$11.5K
AF
2031
Atala Financial
California
$11.4K +$12.4K +143 New
FWA
2032
FSC Wealth Advisors
New York
$11.3K -$606 -7 -5%
NMG
2033
New Millennium Group
Utah
$11K -$87 -1 -0.7%
BBPWM
2034
Blue Bell Private Wealth Management
Pennsylvania
$10.9K +$519 +6 +5%
SVCP
2035
Silicon Valley Capital Partners
California
$10.8K -$9.34M -107,875 -100%
TIM
2036
Tortoise Investment Management
New York
$10.8K -$3.55K -41 -23%
GWSA
2037
Global Wealth Strategies & Associates
Colorado
$10.8K
PWMG
2038
Private Wealth Management Group
New Jersey
$10.8K +$866 +10 +8%
IWP
2039
IAG Wealth Partners
Wisconsin
$10.3K +$87 +1 +0.8%
GIS
2040
Grayhawk Investment Strategies
Alberta, Canada
$10.1K
WW
2041
Winnow Wealth
Texas
$9.98K +$10.8K +125 New
MIA
2042
MeadowBrook Investment Advisors
Michigan
$9.9K
VFM
2043
Vision Financial Markets
Connecticut
$9.9K +$10.7K +124 New
CSWM
2044
Cassady Schiller Wealth Management
Ohio
$9.82K +$5.89K +68 +124%
HCM
2045
Hollencrest Capital Management
California
$9.66K -$53.3K -616 -84%
SWM
2046
Sanctuary Wealth Management
Idaho
$9.51K
TCG
2047
Transcendent Capital Group
Oklahoma
$9.19K
PP
2048
PFS Partners
New Jersey
$9.08K +$87 +1 +0.9%
SC
2049
Swan Capital
Florida
$9.03K +$1.47K +17 +18%
AW
2050
Avion Wealth
Texas
$9K -$606 -7 -6%

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.