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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 %
HAM
2826
Hedges Asset Management
Nevada
$290K – – –
CLGM
2827
Capitolis Liquid Global Markets
New York
$290K – – –
WWA
2828
Wingate Wealth Advisors
Massachusetts
$290K +$290K +1,000 New
RBWA
2829
RFG - Bristol Wealth Advisors
Massachusetts
$290K +$290K +999 New
WIM
2830
Westside Investment Management
California
$289K +$110K +380 +61%
RIM
2831
RW Investment Management
Idaho
$289K – – –
KL
2832
KWMG LLC
Kansas
$289K +$4.06K +14 +1%
SCM
2833
Sage Capital Management
New Jersey
$288K +$580 +2 +0.2%
PFA
2834
Plotkin Financial Advisors
Maryland
$288K – – –
WFMPM
2835
Woodley Farra Manion Portfolio Management
Indiana
$287K – – –
NCM
2836
Novare Capital Management
North Carolina
$287K -$34.5K -119 -11%
OWA
2837
Octavia Wealth Advisors
Ohio
$287K -$4.35K -15 -1%
T
2838
TOBAM
France
$286K -$127K -439 -31%
ISL
2839
Ingalls & Snyder LLC
New York
$286K – – –
FP
2840
Financial Perspectives
Minnesota
$286K +$11.6K +40 +4%
RIA
2841
Realta Investment Advisors
Delaware
$286K -$303K -1,027 -51%
PWM
2842
Provident Wealth Management
Tennessee
$286K +$5.8K +20 +2%
PWM
2843
Praetorian Wealth Management
California
$285K +$285K +984 New
GWM
2844
Gitterman Wealth Management
New Jersey
$284K +$580 +2 +0.2%
MSS
2845
Mitchell Sinkler & Starr
Pennsylvania
$284K +$7.25K +25 +3%
SIAG
2846
Safeguard Investment Advisory Group
California
$283K -$15.7K -54 -5%
LA
2847
LexAurum Advisors
Kansas
$283K +$91.6K +316 +48%
LGWM
2848
Litman Gregory Wealth Management
California
$283K – – –
CWM
2849
Cabot Wealth Management
Massachusetts
$283K – – –
RIA
2850
Retirement Investment Advisors
Oklahoma
$282K – – –
112 113
114
115 116