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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 %
IF
2626
Integrity Financial
Wyoming
$361K +$1.74K +6 +0.5%
LGG
2627
Luts & Greenleigh Group
Maryland
$361K +$1.16K +4 +0.3%
BMO
2628
Beck Mack & Oliver
New York
$361K +$29K +100 +9%
CA
2629
Carson Advisory
Georgia
$360K -$93.9K -324 -21%
VWM
2630
Vigilare Wealth Management
Arizona
$359K +$1.16K +4 +0.3%
ACA
2631
Aspire Capital Advisors
Washington
$359K -$22.9K -79 -6%
GF
2632
Gries Financial
Ohio
$358K +$134K +463 +60%
AWMT
2633
AAFMAA Wealth Management & Trust
North Carolina
$357K -$29K -100 -8%
AA
2634
Alesco Advisors
New York
$357K +$24.1K +83 +7%
SFG
2635
Shum Financial Group
California
$355K +$3.48K +12 +1%
TCM
2636
Tufton Capital Management
Maryland
$355K -$58.6K -202 -14%
AWA
2637
Alaska Wealth Advisors
Alaska
$355K -$3.77K -13 -1%
AWM
2638
Avaii Wealth Management
Wisconsin
$355K -$6.38K -22 -2%
TWP
2639
Tempus Wealth Planning
California
$355K -$5.51K -19 -2%
BAS
2640
Breakthru Advisory Services
Wisconsin
$355K +$355K +1,223 New
CFG
2641
Carr Financial Group
Massachusetts
$353K +$70.4K +243 +25%
RMF
2642
Red Mountain Financial
Colorado
$353K – – –
AF
2643
Apollon Financial
South Carolina
$353K +$290 +1 +0.1%
TC
2644
TFR Capital
Texas
$353K +$353K +1,218 New
PSP
2645
Principal Street Partners
Tennessee
$353K -$300K -1,033 -46%
RRA
2646
Round Rock Advisors
Connecticut
$353K +$353K +1,216 New
TF
2647
Trek Financial
Arizona
$352K -$26.4K -91 -7%
BW
2648
BXM Wealth
Colorado
$352K +$352K +1,214 New
NECFA
2649
New England Capital Financial Advisors
Connecticut
$352K +$869 +3 +0.2%
PCS
2650
Private Client Services
Kentucky
$351K -$3.77K -13 -1%
104 105
106
107 108