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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
CC
2201
Constitution Capital
Connecticut
-$252K -2,800 Closed
QC
2202
Quadrature Capital
United Kingdom
-$252K -2,795 Closed
AFS
2203
Access Financial Services
Minnesota
-$251K -2,787 Closed
UF
2204
Univest Financial
Pennsylvania
-$250K -2,778 Closed
BFM
2205
Boston Financial Management
Massachusetts
-$249K -2,764 Closed
CPIA
2206
Cornell Pochily Investment Advisors
New York
-$248K -2,751 Closed
RWM
2207
Revisor Wealth Management
Ohio
-$247K -2,748 Closed
JCIA
2208
Jackson Creek Investment Advisors
Colorado
-$245K -2,719 Closed
FFA
2209
Founders Financial Alliance
North Carolina
-$239K -2,660 Closed
TSS
2210
Two Sigma Securities
New York
-$238K -2,648 Closed
AWM
2211
Aries Wealth Management
Maine
-$236K -2,616 Closed
GWM
2212
GSB Wealth Management
Connecticut
-$234K -2,600 Closed
RSWM
2213
Robertson Stephens Wealth Management
California
-$236K -2,598 Closed
FA
2214
FDx Advisors
Illinois
-$233K -2,588 Closed
NC
2215
NBW Capital
Massachusetts
-$232K -2,575 Closed
CMI
2216
Clare Market Investments
Texas
-$231K -2,561 Closed
PP
2217
PDS Planning
Ohio
-$231K -2,561 Closed
JWCA
2218
J.W. Coons Advisors
Ohio
-$229K -2,545 Closed
JWBC
2219
J.W. Burns & Co
New York
-$227K -2,524 Closed
FCG
2220
Fielder Capital Group
Tennessee
-$226K -2,506 Closed
MAM
2221
Morse Asset Management
Connecticut
-$225K -2,500 Closed
SSWM
2222
Sheets Smith Wealth Management
North Carolina
-$225K -2,496 Closed
CSA
2223
Cottage Street Advisors
Massachusetts
-$223K -2,482 Closed
TFA
2224
Teamwork Financial Advisors
Texas
-$217K -2,414 Closed
HI
2225
Hudock Inc
Pennsylvania
-$217K -2,412 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.