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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
AF
2251
Arrow Financial
New York
-$89.9K -999 Closed
FWM
2252
Focused Wealth Management
New York
-$87.8K -976 Closed
GSEP
2253
Golden State Equity Partners
California
-$81.1K -901 Closed
OA
2254
Operose Advisors
Wisconsin
-$53.1K -590 Closed
CM
2255
Castleark Management
Illinois
-$43.2K -480 Closed
BIM
2256
Breakwater Investment Management
Washington
-$36K -400 Closed
HCM
2257
Horrell Capital Management
Arkansas
-$36K -400 Closed
APC
2258
Aspire Private Capital
North Carolina
-$30.7K -341 Closed
JSC
2259
J. Stern & Co
United Kingdom
-$29.7K -330 Closed
CA
2260
Claris Advisors
Missouri
-$19.4K -215 Closed
CPA
2261
Clear Point Advisors
New York
-$14K -155 Closed
CMBA
2262
C.M. Bidwell & Associates
Hawaii
-$12.2K -136 Closed
PAG
2263
Paladin Advisory Group
Iowa
-$11.9K -132 Closed
BWP
2264
Baldwin Wealth Partners
Massachusetts
-$11.3K -126 Closed
FIM
2265
FWL Investment Management
Texas
-$9K -100 Closed
FDCP
2266
Foster Dykema Cabot & Partners
Massachusetts
-$7.62K -84 Closed
SHIM
2267
Stone House Investment Management
Pennsylvania
-$5.4K -60 Closed
FAM
2268
Flaharty Asset Management
Florida
-$4.14K -46 Closed
WFA
2269
Wells Financial Advisors
Massachusetts
-$3.36K -37 Closed
MWA
2270
MFA Wealth Advisors
Pennsylvania
-$2.7K -30 Closed
CYG
2271
Clean Yield Group
Vermont
-$2.16K -24 Closed
OLVIG
2272
Oliver Lagore Vanvalin Investment Group
Michigan
-$1.35K -15 Closed
RF
2273
Robbins Farley
New Hampshire
-$901 -10 Closed
RAM
2274
Riggs Asset Management
Pennsylvania
-$721 -8 Closed
RWM
2275
Reston Wealth Management
Virginia
-$450 -5 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.