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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 %
4WM
2801
49 Wealth Management
Texas
$299K +$8.7K +30 +3%
LWM
2802
Level Wealth Management
North Carolina
$299K +$299K +1,030 New
AA
2803
Aufman Associates
Pennsylvania
$298K -$29.6K -102 -9%
VCM
2804
Virtue Capital Management
Tennessee
$298K -$7.54K -26 -2%
OIM
2805
Oder Investment Management
California
$298K -$20.3K -70 -6%
IA
2806
IFG Advisors
Missouri
$297K +$2.9K +10 +1%
WAM
2807
WFA Asset Management
Wisconsin
$297K -$8.7K -30 -3%
OC
2808
Opinicus Capital
Florida
$297K +$9.85K +34 +3%
APIM
2809
Agate Pass Investment Management
Washington
$297K -$290 -1 -0.1%
SCA
2810
Sulzberger Capital Advisors
Florida
$297K +$297K +1,023 New
SFP
2811
Sterling Financial Planning
New Jersey
$297K -$269K -928 -48%
BDFN
2812
Bond & Devick Financial Network
Minnesota
$296K – – –
OFO
2813
OneAscent Family Office
Alabama
$296K +$296K +1,021 New
KFA
2814
Kapstone Financial Advisors
Ohio
$295K -$1.42M -4,900 -83%
HWM
2815
Hemington Wealth Management
Virginia
$295K +$15.3K +53 +5%
LI
2816
LifeWealth Investments
Florida
$293K +$293K +1,009 New
EA
2817
Eclectic Associates
California
$292K +$870 +3 +0.3%
KCM
2818
Kathmere Capital Management
Pennsylvania
$291K +$52.2K +180 +22%
AC
2819
ASB Consultores
Florida
$291K +$20.6K +71 +8%
HA
2820
Hofer & Associates
California
$291K +$1.74K +6 +0.6%
DDPIC
2821
Deroy & Devereaux Private Investment Counsel
Michigan
$290K – – –
JJBC
2822
James J. Burns & Company
New York
$290K +$2.04K +7 +0.7%
AAMC
2823
Asset Allocation & Management Company
Illinois
$290K +$290K +1,000 New
HPM
2824
Hoxton Planning & Management
West Virginia
$290K +$6.67K +23 +2%
HAM
2825
Hedges Asset Management
Nevada
$290K – – –
111 112
113
114 115