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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 %
RK
2501
Rather & Kittrell
Tennessee
$421K – – –
TRIA
2502
Trail Ridge Investment Advisors
Colorado
$421K +$5.51K +19 +1%
AFAS
2503
Acorn Financial Advisory Services
Virginia
$419K – – –
BWP
2504
BSW Wealth Partners
Colorado
$419K -$31.9K -110 -7%
PCM
2505
Park Capital Management
Wisconsin
$419K +$419K +1,445 New
KCIC
2506
Kuhn & Co Investment Counsel
Illinois
$418K -$63.8K -220 -13%
SIM
2507
SSI Investment Management
California
$418K – – –
BBA
2508
Braun-Bostich & Associates
Pennsylvania
$418K -$4.35K -15 -1%
CFA
2509
Cahill Financial Advisors
Minnesota
$418K -$119K -410 -22%
KBFS
2510
Kohmann Bosshard Financial Services
Ohio
$417K +$580 +2 +0.1%
TC
2511
Tsai Capital
New York
$416K – – –
T
2512
Tableaux
Massachusetts
$415K +$415K +1,432 New
BCM
2513
BTC Capital Management
Iowa
$415K -$152K -525 -27%
WIA
2514
Wealthedge Investment Advisors
New York
$415K +$415K +1,430 New
VCM
2515
Vivaldi Capital Management
Illinois
$414K -$23.7K -81 -5%
MHC
2516
May Hill Capital
Massachusetts
$414K +$414K +1,428 New
PFA
2517
Pettinga Financial Advisors
Indiana
$413K – – –
WW
2518
Westshore Wealth
California
$413K -$29K -100 -7%
PIMG
2519
Patriot Investment Management Group
Tennessee
$412K +$4.93K +17 +1%
DWG
2520
Darden Wealth Group
Michigan
$412K – – –
OAM
2521
Oxford Asset Management
United Kingdom
$410K +$410K +1,416 New
TF
2522
Tudor Financial
Ohio
$410K +$35.4K +122 +9%
AFT
2523
Alpha Family Trust
California
$410K – – –
AWP
2524
Axis Wealth Partners
Rhode Island
$410K +$410K +1,413 New
UPS
2525
UHLMANN PRICE SECURITIES
Illinois
$409K +$2.03K +7 +0.5%
99 100
101
102 103