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McDonald's
MCD

Overview Fund Activity

3,141 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q3 according to their latest regulatory filings, with 246 funds opening new positions, 1,190 increasing their positions, 1,292 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,141
Holders Change
+84
Holders Change %
+2.75%
% of All Funds
45.43%
Holding in Top 10
55
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+48.65%
% of All Funds
0.8%
New
246
Increased
1,190
Reduced
1,292
Closed
121
Calls
$3.26B
Puts
$2.95B
Net Calls
+$308M
Net Calls Change
-$386M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.43B
2
Morgan Stanley
Morgan Stanley
New York
+$582M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$415M
4
Barclays
Barclays
United Kingdom
+$229M
5
Citadel Advisors
Citadel Advisors
Florida
+$215M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$340M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$334M
3
BA
Bridgewater Associates
Connecticut
-$255M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWA
2676
Monument Group Wealth Advisors
Massachusetts
$301K – – –
ISL
2677
Ingalls & Snyder LLC
New York
$301K – – –
FWA
2678
FSM Wealth Advisors
Ohio
$300K -$2.74K -9 -0.9%
CW
2679
Code Waechter
Florida
$300K +$300K +985 New
AIM
2680
Aspen Investment Management
Michigan
$299K -$25.6K -84 -8%
KL
2681
KWMG LLC
Kansas
$299K +$1.22K +4 +0.4%
GWM
2682
Gitterman Wealth Management
New Jersey
$298K -$311K -1,020 -51%
HPM
2683
Hoxton Planning & Management
West Virginia
$297K +$297K +977 New
CFG
2684
Carr Financial Group
Massachusetts
$297K +$914 +3 +0.3%
LGWM
2685
Litman Gregory Wealth Management
California
$297K – – –
CWM
2686
Cabot Wealth Management
Massachusetts
$297K – – –
RIA
2687
Retirement Investment Advisors
Oklahoma
$297K – – –
BDFN
2688
Bond & Devick Financial Network
Minnesota
$296K -$292K -960 -50%
BFWA
2689
Benchmark Financial Wealth Advisors
Florida
$296K -$3.04K -10 -1%
SEEDPG
2690
S.E.E.D. Planning Group
New York
$296K +$13.4K +44 +5%
GGI
2691
Godsey & Gibb Inc
Virginia
$296K -$72.5K -238 -20%
HWMC
2692
Heritage Wealth Management (California)
California
$294K -$2.13K -7 -0.7%
GKWIM
2693
Gerber Kawasaki Wealth & Investment Management
California
$294K -$50.5K -166 -15%
PWM
2694
Provident Wealth Management
Tennessee
$294K – – –
NAMNJ
2695
NorthStar Asset Management (New Jersey)
New Jersey
$294K -$2.13K -7 -0.7%
JCM
2696
Jacobsen Capital Management
Utah
$294K -$12.8K -42 -4%
CWM
2697
Campbell Wealth Management
Virginia
$293K +$293K +962 New
MAC
2698
Mason & Associates (California)
California
$293K -$21K -69 -7%
RFA
2699
ROI Financial Advisors
Oregon
$292K +$292K +960 New
OIS
2700
Okabena Investment Services
Minnesota
$292K – – –
106 107
108
109 110