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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 %
WCP
2576
Wealthcare Capital Partners
Pennsylvania
$385K +$385K +1,327 New
MF
2577
Montis Financial
Massachusetts
$384K +$12.2K +42 +3%
AIFAIM
2578
American Institute for Advanced Investment Management
Arizona
$384K -$5.8K -20 -1%
MWA
2579
Motive Wealth Advisors
Michigan
$384K +$33K +114 +9%
CCFM
2580
Clear Creek Financial Management
Washington
$383K +$6.38K +22 +2%
NI
2581
Natural Investments
California
$383K +$383K +1,322 New
MM
2582
Meridian Management
Arkansas
$382K +$382K +1,319 New
PSP
2583
Pacific Sage Partners
Washington
$382K – – –
PCH
2584
PGIM Custom Harvest
New Jersey
$382K +$15.9K +55 +4%
MC
2585
Montag & Caldwell
Georgia
$381K – – –
MCM
2586
Mainstream Capital Management
California
$381K +$13.6K +47 +4%
FF
2587
Francis Financial
$381K +$113K +503 +42%
SPWG
2588
Sage Private Wealth Group
Illinois
$380K +$47.8K +165 +14%
CYG
2589
Clean Yield Group
Vermont
$380K -$14.5K -50 -4%
FNA
2590
First National Advisers
Nebraska
$379K – – –
MCP
2591
Mirador Capital Partners
California
$379K -$2.03K -7 -0.5%
MF
2592
Meridian Financial
Massachusetts
$378K -$58K -200 -13%
FIBT
2593
First International Bank & Trust
North Dakota
$377K -$6.67K -23 -2%
CWA
2594
Consilium Wealth Advisory
Texas
$377K – – –
NPA
2595
Nichols & Pratt Advisers
Massachusetts
$377K -$43.5K -150 -10%
SPWM
2596
Spartan Planning & Wealth Management
North Carolina
$377K +$377K +1,299 New
EBSAM
2597
Eubel Brady & Suttman Asset Management
Ohio
$376K – – –
GSIAS
2598
Garden State Investment Advisory Services
New Jersey
$375K -$1.75K -6 -0.5%
CICC
2599
Capital Investment Counsel (Colorado)
Colorado
$374K +$374K +1,291 New
BTIM
2600
BancFirst Trust & Investment Management
Oklahoma
$374K -$45.5K -157 -11%
102 103
104
105 106