MCD icon

McDonald's
MCD

Overview Fund Activity

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.85B
2
BlackRock
BlackRock
New York
+$621M
3
State Street
State Street
Massachusetts
+$266M
4
Northern Trust
Northern Trust
Illinois
+$260M
5
Franklin Resources
Franklin Resources
California
+$230M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$676M
2
Capital World Investors
Capital World Investors
California
-$639M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
2476
TriaGen Wealth Management
California
$435K -$92.8K -320 -18%
BCM
2477
Bienville Capital Management
New York
$435K – – –
FFA
2478
Florida Financial Advisors
Florida
$434K +$143K +492 +49%
RCA
2479
Ranch Capital Advisors
Florida
$433K +$290 +1 +0.1%
AI
2480
Atom Investors
Texas
$432K -$461K -1,591 -52%
RIS
2481
Retirement Income Solutions
Michigan
$431K -$58.6K -202 -12%
EAM
2482
Erste Asset Management
Austria
$431K – – –
MIM
2483
Meridiem Investment Management
United Kingdom
$429K -$284K -981 -40%
WTFG
2484
Wood Tarver Financial Group
Idaho
$428K +$428K +1,477 New
LCG
2485
Lakeshore Capital Group
Illinois
$427K +$427K +1,473 New
WDC
2486
Woodward Diversified Capital
California
$426K -$322K -1,112 -43%
KWM
2487
Kolinsky Wealth Management
New Jersey
$426K -$42.3K -146 -9%
EWS
2488
Eagle Wealth Strategies
New Jersey
$426K +$14.2K +49 +3%
FSC
2489
Full Sail Capital
Oklahoma
$425K – – –
CWM
2490
Campbell Wealth Management
Virginia
$424K +$145K +499 +52%
PCM
2491
Poehling Capital Management
Wisconsin
$424K +$290 +1 +0.1%
SAM
2492
Summit Asset Management
Tennessee
$423K +$290 +1 +0.1%
HIC
2493
Hartline Investment Corp
Illinois
$423K – – –
GCM
2494
Gibraltar Capital Management
Oklahoma
$423K – – –
PIA
2495
Perennial Investment Advisors
California
$423K +$17.1K +59 +4%
MSCM
2496
McElhenny Sheffield Capital Management
Texas
$423K +$2.61K +9 +0.6%
ZB
2497
Zions Bancorporation
Utah
$422K +$6.96K +24 +2%
MW
2498
Maia Wealth
Colorado
$422K +$23.7K +81 +6%
I
2499
INVST
Indiana
$422K -$11K -38 -3%
CFGA
2500
Cambridge Financial Group (Arizona)
Arizona
$421K +$9.28K +32 +2%
98 99
100
101 102