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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
SWM
2076
Sugarloaf Wealth Management
Georgia
$5.15K
HB
2077
Horizon Bancorp
Indiana
$5K -$1.9K -22 -27%
CWM
2078
Centricity Wealth Management
Ohio
$4.79K +$5.19K +60 New
Q1WB
2079
Quest 10 Wealth Builders
Virginia
$4.55K +$4.93K +57 New
MSWA
2080
Marshall & Sterling Wealth Advisors
New York
$4.45K +$4.85K +56 New
BAM
2081
Bellevue Asset Management
Washington
$4.39K +$4.76K +55 New
C
2082
Covestor
United Kingdom
$4K +$1.73K +20 +65%
CMA
2083
Cedar Mountain Advisors
Oregon
$3.99K
FA
2084
Fedenia Advisers
Wisconsin
$3.99K +$4.33K +50 New
MC
2085
Montag & Caldwell
Georgia
$3.91K +$4.24K +49 New
CF
2086
Conquis Financial
California
$3.83K +$4.16K +48 New
CAWM
2087
Capital A Wealth Management
Pennsylvania
$3.67K +$3.98K +46 New
VWA
2088
Valued Wealth Advisors
Utah
$3.3K +$606 +7 +21%
CAM
2089
Clarity Asset Management
Iowa
$3.12K
NS
2090
NBC Securities
Alabama
$3.1K -$3.46M -40,004 -100%
HFS
2091
HBC Financial Services
Washington
$3K
RWM
2092
Ruedi Wealth Management
Illinois
$2.96K
TCA
2093
Trifecta Capital Advisors
Illinois
$2.96K
MWM
2094
Mascoma Wealth Management
New Hampshire
$2.96K +$3.2K +37 New
WMS
2095
Wealth Management Strategies
Pennsylvania
$2.62K +$284K +3,280 New
PS
2096
PayPay Securities
Japan
$2.56K +$2.77K +32 New
MDA
2097
Minot DeBlois Advisors
Massachusetts
$2.48K +$2.68K +31 New
AP
2098
Aspect Partners
Virginia
$2.4K
GA
2099
GoalVest Advisory
New York
$2.4K +$2.6K +30 New
NC
2100
NewSquare Capital
Pennsylvania
$2.32K +$2.51K +29 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.