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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 %
CPA
2826
Capital Performance Advisors
California
$239K +$239K +784 New
BA
2827
Bristlecone Advisors
Washington
$238K +$238K +783 New
CWMGP
2828
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$238K +$238K +781 New
KLCM
2829
KG&L Capital Management
Louisiana
$237K -$435K -1,429 -65%
PCWA
2830
Pacific Capital Wealth Advisors
California
$237K +$1.83K +6 +0.8%
SCA
2831
Stuart Chaussee & Associates
California
$237K – – –
TWD
2832
True Wealth Design
Ohio
$236K -$22.2K -73 -9%
TP
2833
Tranquility Partners
Tennessee
$236K +$236K +776 New
WFG
2834
Wills Financial Group
Virginia
$236K +$236K +775 New
RW
2835
RVW Wealth
California
$235K +$235K +773 New
SSWM
2836
Strait & Sound Wealth Management
California
$235K -$7.61K -25 -3%
GF
2837
Gries Financial
Ohio
$235K +$235K +772 New
MWAM
2838
Manhattan West Asset Management
California
$235K +$235K +772 New
RW
2839
Regimen Wealth
Georgia
$235K +$235K +771 New
VI
2840
VanderPol Investments
Michigan
$235K +$235K +771 New
HCA
2841
Horan Capital Advisors
Ohio
$234K +$234K +770 New
RAM
2842
Riggs Asset Management
Pennsylvania
$234K -$23.4K -77 -9%
WCWM
2843
Willow Creek Wealth Management
California
$234K +$234K +769 New
HIS
2844
Horizon Investment Services
Indiana
$234K +$234K +768 New
SWMG
2845
Signature Wealth Management Group
Georgia
$234K -$12.2K -40 -5%
LFGO
2846
Legacy Financial Group (Oklahoma)
Oklahoma
$234K +$234K +800 New
ACP
2847
Arcus Capital Partners
Georgia
$233K +$233K +765 New
ACC
2848
Acorn Creek Capital
Colorado
$233K +$233K +764 New
AWM
2849
Austin Wealth Management
Texas
$232K +$232K +766 New
MWPCG
2850
Measured Wealth Private Client Group
New Hampshire
$232K -$551K -1,810 -70%
112 113
114
115 116