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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
PFWA
2226
Paces Ferry Wealth Advisors
Georgia
-$217K -2,408 Closed
IIM
2227
Ipswich Investment Management
Massachusetts
-$216K -2,400 Closed
AFWM
2228
AMJ Financial Wealth Management
Virginia
-$215K -2,386 Closed
EB
2229
Emprise Bank
Kansas
-$214K -2,374 Closed
EI
2230
Ellevest Inc
New York
-$213K -2,364 Closed
AF
2231
Apexium Financial
Texas
-$212K -2,358 Closed
HFAS
2232
Hummer Financial Advisory Services
Illinois
-$214K -2,357 Closed
AB
2233
Atlas Brown
Kentucky
-$212K -2,351 Closed
OFS
2234
Orrstown Financial Services
Pennsylvania
-$211K -2,346 Closed
CWM
2235
Connecticut Wealth Management
Connecticut
-$211K -2,341 Closed
IA
2236
IAM Advisory
Pennsylvania
-$210K -2,334 Closed
SAM
2237
SignalPoint Asset Management
Missouri
-$207K -2,312 Closed
MFGP
2238
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$208K -2,310 Closed
SAM
2239
Satovsky Asset Management
New York
-$204K -2,264 Closed
NF
2240
Nikulski Financial
Iowa
-$203K -2,251 Closed
PWMAG
2241
Pinnacle Wealth Management Advisory Group
New Jersey
-$202K -2,241 Closed
EFSCE
2242
Enterprise Financial Services Corp (EFSC)
Missouri
-$201K -2,230 Closed
WBCM
2243
Wilson & Boucher Capital Management
California
-$199K -2,212 Closed
DWS
2244
Dynamic Wealth Strategies
California
-$194K -2,153 Closed
VAMG
2245
Voisard Asset Management Group
Michigan
-$174K -1,929 Closed
BC
2246
Belmont Capital
California
-$150K -1,664 Closed
HGA
2247
Hobbs Group Advisors
South Carolina
-$145K -1,606 Closed
ATS
2248
Ashton Thomas Securities
New York
-$123K -1,365 Closed
HBT
2249
Hills Bank & Trust
Iowa
-$108K -1,196 Closed
WPWM
2250
Western Pacific Wealth Management
Illinois
-$94.2K -1,046 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.