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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
SKK
2151
Shepherd Kaplan Krochuk
Massachusetts
-$1.07M -11,934 Closed
HT
2152
Headlands Technologies
Illinois
-$970K -10,779 Closed
JF
2153
Jump Financial
Illinois
-$970K -10,774 Closed
SCM
2154
Stevens Capital Management
Pennsylvania
-$949K -10,536 Closed
KC
2155
Kades & Cheifetz
Pennsylvania
-$848K -9,416 Closed
VCM
2156
Violich Capital Management
California
-$798K -8,865 Closed
PCA
2157
Providence Capital Advisors
North Carolina
-$783K -8,700 Closed
EWA
2158
Encompass Wealth Advisors
Oregon
-$769K -8,543 Closed
EW
2159
Evexia Wealth
Wisconsin
-$718K -8,252 Closed
FFO
2160
Fiduciary Family Office
Florida
-$672K -7,463 Closed
PHK
2161
Point72 Hong Kong
Hong Kong
-$568K -6,311 Closed
DWM
2162
Dorchester Wealth Management
Quebec, Canada
-$547K -6,072 Closed
SWK
2163
Stephen W. Kidder
-$532K -5,910 Closed
PP
2164
PDT Partners
New York
-$522K -5,800 Closed
CRC
2165
Curi RMB Capital
Illinois
-$521K -5,785 Closed
ARC
2166
Advisor Resource Council
Texas
-$513K -5,693 Closed
BW
2167
Bison Wealth
Georgia
-$493K -5,477 Closed
BIA
2168
Barry Investment Advisors
Massachusetts
-$482K -5,354 Closed
AI
2169
AdvisorShares Investments
Maryland
-$477K -5,300 Closed
WAM
2170
Wakefield Asset Management
Colorado
-$452K -5,022 Closed
ZIMP
2171
Zimmermann Investment Management & Planning
Pennsylvania
-$452K -5,019 Closed
AA
2172
AlphaCentric Advisors
Puerto Rico
-$450K -5,000 Closed
ICP
2173
Interchange Capital Partners
Pennsylvania
-$433K -4,803 Closed
ACM
2174
Alethea Capital Management
Washington
-$424K -4,714 Closed
FCB
2175
First County Bank
Connecticut
-$422K -4,684 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.