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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 %
BRWM
2726
Blue Rock Wealth Management
North Carolina
$320K +$320K +1,103 New
GWAM
2727
Guardian Wealth Advisors (Minnesota)
Minnesota
$319K -$2.32K -8 -0.7%
HCP
2728
Holt Capital Partners
Texas
$319K – – –
OMC
2729
Overbrook Management Corp
New York
$319K – – –
SC
2730
Shay Capital
New York
$319K +$319K +1,100 New
HPIA
2731
Hamilton Point Investment Advisors
North Carolina
$319K -$55.1K -190 -15%
AFG
2732
Arkansas Financial Group
Arkansas
$319K -$6.67K -23 -2%
WAS
2733
Wealth Advisory Solutions
Indiana
$318K +$69.3K +239 +28%
MWP
2734
Madison Wealth Partners
Wisconsin
$318K +$7.53K +26 +2%
AWM
2735
Accel Wealth Management
Iowa
$318K +$3.48K +12 +1%
JSAM
2736
J. Safra Asset Management
New York
$318K +$141K +486 +79%
B
2737
Birchbrook
Maine
$317K – – –
4WM
2738
4J Wealth Management
Virginia
$317K – – –
HR
2739
Hardy Reed
Mississippi
$317K +$317K +1,094 New
VCM
2740
Versant Capital Management
Arizona
$317K +$105K +361 +49%
BWM
2741
BNC Wealth Management
Oregon
$316K – – –
SRC
2742
Shufro Rose & Co
New York
$316K -$43.8K -151 -12%
XSC
2743
X-Square Capital
Puerto Rico
$316K -$17.7K -61 -5%
AFM
2744
Armstrong Fleming & Moore
District of Columbia
$316K – – –
CWS
2745
Cypress Wealth Services
California
$315K +$580 +2 +0.2%
CCA
2746
Catalyst Capital Advisors
New York
$315K +$219K +754 +226%
CKAIS
2747
Christensen King & Associates Investment Services
Washington
$315K +$294 +1 +0.1%
FAM
2748
Flaharty Asset Management
Florida
$315K -$123K -424 -28%
SFG
2749
Sather Financial Group
Texas
$314K -$39.7K -137 -11%
GHAM
2750
Gilman Hill Asset Management
Connecticut
$314K -$18.8K -65 -6%
108 109
110
111 112