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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
HOWA
2176
Heritage Oak Wealth Advisors
Florida
-$388K -4,315 Closed
CM
2177
Capula Management
Cayman Islands
-$388K -4,312 Closed
PBO
2178
Peoples Bank (Ohio)
Ohio
-$354K -3,936 Closed
SM
2179
Sciencast Management
New Jersey
-$354K -3,929 Closed
SIAS
2180
Summit Investment Advisory Services
Minnesota
-$348K -3,871 Closed
BIP
2181
Blueprint Investment Partners
North Carolina
-$334K -3,712 Closed
I
2182
InceptionR
California
-$329K -3,657 Closed
MPM
2183
MBB Public Markets
Illinois
-$324K -3,600 Closed
SL
2184
Summitry LLC
California
-$315K -3,503 Closed
CAS
2185
CTC Alternative Strategies
Illinois
-$303K -3,363 Closed
FI
2186
Financial Insights
Washington
-$302K -3,359 Closed
GI
2187
GAMCO Investors
Connecticut
-$301K -3,342 Closed
EHWM
2188
Eads & Heald Wealth Management
Georgia
-$298K -3,306 Closed
HCM
2189
Hillman Capital Management
Maryland
-$289K -3,207 Closed
QPWM
2190
Quadrant Private Wealth Management
Pennsylvania
-$289K -3,186 Closed
MSWM
2191
McGlone Suttner Wealth Management
Wisconsin
-$287K -3,184 Closed
CPA
2192
Capital Planning Advisors
California
-$273K -3,035 Closed
ECG
2193
Edge Capital Group
Georgia
-$272K -3,021 Closed
GWM
2194
GDS Wealth Management
Texas
-$272K -3,017 Closed
FA
2195
Fiducient Advisors
Illinois
-$273K -3,012 Closed
JIP
2196
Jaffetilchin Investment Partners
Florida
-$270K -2,995 Closed
ACG
2197
Allen Capital Group
Nebraska
-$259K -2,880 Closed
RCWM
2198
Royal Capital Wealth Management
Indiana
-$258K -2,869 Closed
SMA
2199
Sage Mountain Advisors
Georgia
-$256K -2,847 Closed
TAM
2200
Trillium Asset Management
Massachusetts
-$253K -2,810 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.