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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
NCM
2101
Northwest Capital Management
Oregon
$2.24K
GFL
2102
Granite FO LLC
New Hampshire
$1.84K
CFP
2103
Comprehensive Financial Planning
Pennsylvania
$1.84K +$1.99K +23 New
FG
2104
Fairman Group
Pennsylvania
$1.61K -$1.39K -16 -44%
ATC
2105
Advantage Trust Company
Kansas
$1.44K +$1.56K +18 New
HI
2106
Human Investing
Oregon
$1.36K +$1.47K +17 New
FLP
2107
Financial Life Planners
Arizona
$1.04K +$1.13K +13 New
PMAM
2108
Picton Mahoney Asset Management
Ontario, Canada
$1K
RBC
2109
Roble Belko & Company
Pennsylvania
$1K
TPW
2110
Talon Private Wealth
Florida
$959
CJ
2111
Caitlin John
Michigan
$917 -$6.84K -79 -88%
PWM
2112
Parkworth Wealth Management
California
$879 +$952 +11 New
ZRP
2113
Zynergy Retirement Planning
New Jersey
$810
FGC
2114
Financial Gravity Companies
Texas
$799
WPA
2115
West Paces Advisors
Georgia
$799
WCM
2116
WealthTrak Capital Management
Virginia
$799 +$866 +10 New
LWA
2117
Lowe Wealth Advisors
Maryland
$719
AWM
2118
Activest Wealth Management
Florida
$719 +$779 +9 New
SAM
2119
Sherman Asset Management
California
$639 +$693 +8 New
BFPW
2120
BOK Financial Private Wealth
Colorado
$484 -$12.2K -141 -96%
HWA
2121
Heritage Wealth Advisors
Virginia
$297 +$87 +1 +33%
WAG
2122
Wiser Advisor Group
Arizona
$167
KHC
2123
Koesten Hirschmann & Crabtree
Kansas
$113
Parallax Volatility Advisers
2124
Parallax Volatility Advisers
California
$80 +$87 +1 New
Sanders Capital
2125
Sanders Capital
Florida
-$172M -1,909,980 Closed

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.