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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 %
PWA
2701
Phoenix Wealth Advisors
North Carolina
$331K – – –
RDIA
2702
RE Dickinson Investment Advisors
Iowa
$331K +$26.1K +9 +9%
AFS
2703
Access Financial Services
Minnesota
$331K – – –
TCM
2704
Triumph Capital Management
Colorado
$331K +$331K +1,140 New
MIM
2705
MTM Investment Management
South Carolina
$330K -$4.93K -17 -1%
FBC
2706
Fairfield, Bush & Co
Connecticut
$329K -$290 -1 -0.1%
TFF
2707
The Family Firm
Maryland
$329K +$1.16K +4 +0.4%
TPWA
2708
Twin Peaks Wealth Advisors
California
$328K +$3.77K +13 +1%
RA
2709
Ruggaard & Associates
Ohio
$328K +$1.74K +6 +0.5%
SB
2710
Sunflower Bank
Texas
$327K +$2.61K +9 +0.8%
CG
2711
Clarus Group
Texas
$327K -$140K -483 -30%
AFS
2712
Anderson Financial Strategies
Ohio
$327K +$327K +1,129 New
PA
2713
Parkside Advisors
California
$327K – – –
NWM
2714
Northwest Wealth Management
Iowa
$326K -$290 -1 -0.1%
WFA
2715
Websterrogers Financial Advisors
South Carolina
$326K +$326K +1,126 New
MW
2716
MBL Wealth
North Carolina
$325K -$31.9K -110 -9%
G
2717
GenTrust
Florida
$324K – – –
CAM
2718
Claret Asset Management
Quebec, Canada
$324K -$1.45K -5 -0.4%
CISOA
2719
Capital Investment Services of America
Wisconsin
$322K – – –
BA
2720
Ballast Advisors
Minnesota
$322K – – –
NAG
2721
Northstar Advisory Group
New Jersey
$322K +$33.6K +116 +12%
ICP
2722
Interchange Capital Partners
Pennsylvania
$322K -$25.8K -89 -7%
WG
2723
Watchman Group
Texas
$321K – – –
DCM
2724
Dudley Capital Management
Virginia
$321K -$3.48K -12 -1%
LF
2725
LifeSteps Financial
California
$320K -$4.06K -14 -1%
107 108
109
110 111