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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 %
OBWG
2751
Onyx Bridge Wealth Group
New York
$314K -$13K -45 -4%
PHWM
2752
Pine Harbor Wealth Management
Maryland
$314K -$43.5K -150 -12%
NRI
2753
NFP Retirement Inc
California
$313K +$290 +1 +0.1%
SG
2754
Straightline Group
Michigan
$313K +$313K +1,079 New
MAA
2755
Matrix Asset Advisors
New York
$312K +$870 +3 +0.3%
JCM
2756
Jag Capital Management
Missouri
$312K -$37.7K -130 -11%
PSF
2757
Pacific Sun Financial
California
$312K -$5.8K -20 -2%
BWG
2758
Berry Wealth Group
Texas
$312K +$48.4K +167 +18%
RMC
2759
Ring Mountain Capital
California
$312K +$312K +1,075 New
BTWM
2760
Baker Tilly Wealth Management
Wisconsin
$311K -$110K -378 -26%
SCM
2761
Sunbeam Capital Management
Georgia
$311K +$311K +1,072 New
ECM
2762
Eisler Capital Management
United Kingdom
$311K +$311K +1,062 New
CTWM
2763
Cherry Tree Wealth Management
Minnesota
$310K – – –
MFS
2764
Madrona Financial Services
Washington
$310K -$1.16K -4 -0.4%
WAM
2765
Walker Asset Management
Missouri
$310K +$580 +2 +0.2%
HI
2766
Hoey Investments
Pennsylvania
$310K – – –
AA
2767
Acorns Advisers
California
$309K +$65.5K +226 +27%
TFM
2768
TFC Financial Management
Massachusetts
$309K -$6.67K -23 -2%
IAG
2769
Investmark Advisory Group
Connecticut
$308K -$43.2K -149 -12%
SI
2770
Seeds Investor
New York
$308K +$32.2K +111 +12%
BMA
2771
Brooks Moore & Associates
Tennessee
$308K -$29K -100 -9%
AA
2772
Auxano Advisors
Washington
$308K +$7.83K +27 +3%
MAC
2773
Mason & Associates (California)
California
$308K +$28.7K +99 +10%
TIA
2774
Trust Investment Advisors
Indiana
$307K +$5.22K +18 +2%
SLWA
2775
San Luis Wealth Advisors
California
$307K +$4.63K +16 +2%
109 110
111
112 113