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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 %
Betterment LLC
2526
Betterment LLC
New York
$409K +$59.4K +205 +17%
NCFG
2527
New Century Financial Group
New Jersey
$409K -$20K -68 -5%
WTG
2528
West Tower Group
Virginia
$406K +$116K +400 +40%
VFPW
2529
Vantage Financial Partners (Wisconsin)
Wisconsin
$406K -$580 -2 -0.1%
CS
2530
Capital Square
Tennessee
$404K -$3.71K -13 -0.9%
KF
2531
KKM Financial
Illinois
$404K – – –
PCM
2532
Polymer Capital Management
New York
$404K +$404K +1,393 New
IIL
2533
Insight Inv LLC
California
$403K – – –
KIC
2534
Keating Investment Counselors
Florida
$403K – – –
FOA
2535
Five Oceans Advisors
California
$401K +$3.48K +12 +0.9%
CWM
2536
Challenger Wealth Management
California
$400K +$400K +1,381 New
PRI
2537
Prepared Retirement Institute
Pennsylvania
$400K – – –
AWAP
2538
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$400K -$7.25K -25 -2%
HFP
2539
Holistic Financial Partners
Indiana
$399K +$41.2K +142 +11%
SFS
2540
Symphony Financial Services
Ohio
$399K +$290 +1 +0.1%
STA
2541
Smith Thornton Advisors
Alabama
$399K -$90.7K -313 -19%
SWC
2542
Spectrum Wealth Counsel
Indiana
$399K – – –
OC
2543
Optima Capital
Oregon
$399K +$399K +1,377 New
MTWM
2544
Masso Torrence Wealth Management
New Jersey
$399K +$27.8K +96 +8%
EGWAG
2545
Elwood & Goetz Wealth Advisory Group
Georgia
$398K +$100K +346 +34%
LFG
2546
Lockerman Financial Group
California
$398K +$3.77K +13 +1%
BWM
2547
Blossom Wealth Management
California
$397K – – –
AIM
2548
Aigen Investment Management
New York
$397K -$1.4M -4,829 -78%
WWS
2549
Wellington Wealth Strategies
Indiana
$396K +$396K +1,278 New
MP
2550
Moment Partners
California
$396K +$396K +1,366 New
100 101
102
103 104