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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
ACM
2051
Anfield Capital Management
California
$8.95K -$4.24K -49 -30%
IRAG
2052
Investment Research & Advisory Group
Georgia
$8.71K
CWM
2053
Consultiva Wealth Management
Puerto Rico
$8.47K +$9.18K +106 New
DRP
2054
Decker Retirement Planning
Utah
$8.31K +$9K +104 New
GCM
2055
Gables Capital Management
Florida
$8.23K
CAM
2056
Chesapeake Asset Management
New York
$7.99K -$17.3K -200 -67%
APW
2057
Atlantic Private Wealth
North Carolina
$7.99K
BFS
2058
Burkett Financial Services
South Carolina
$7.99K
CAM
2059
Creekmur Asset Management
Illinois
$7.99K
PAI
2060
Pittenger & Anderson Inc
Nebraska
$7.99K
WBC
2061
West Branch Capital
Massachusetts
$7.99K +$8.66K +100 New
LIS
2062
Legacy Investment Solutions
Idaho
$7.56K +$4.67K +54 +180%
LWMI
2063
Legacy Wealth Management (Idaho)
Idaho
$7.56K +$4.67K +54 +180%
PIS
2064
POM Investment Strategies
North Carolina
$7.43K +$2.6K +30 +48%
AWM
2065
Atticus Wealth Management
Florida
$7.19K
EPIME
2066
Evelyn Partners Investment Management (Europe)
$7.03K +$7.62K +88 New
GFPC
2067
Global Financial Private Client
Florida
$6.95K -$3.46K -40 -31%
FFA
2068
Fairfield Financial Advisors
Massachusetts
$6.79K -$4.33K -50 -37%
GI
2069
GS Investments
Minnesota
$6.55K
HBW
2070
Hazlett, Burt & Watson
West Virginia
$6K
PCWA
2071
Pacific Capital Wealth Advisors
California
$5.99K -$1.47K -17 -18%
DPW
2072
DiNuzzo Private Wealth
Pennsylvania
$5.43K +$260 +3 +5%
KA
2073
Kozak & Associates
Colorado
$5.34K +$5.54K +64 +3,200%
MSG
2074
Main Street Group
Virginia
$5.19K -$10.3K -119 -65%
PFT
2075
Providence First Trust
Arizona
$5.19K +$5.63K +65 New

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.