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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 %
RIS
2851
Richmond Investment Services
Wisconsin
$282K +$282K +972 New
HWMC
2852
Heritage Wealth Management (California)
California
$281K +$1.45K +5 +0.5%
JCM
2853
Jacobsen Capital Management
Utah
$281K +$2.03K +7 +0.7%
TWP
2854
Triad Wealth Partners
Kansas
$281K +$281K +969 New
CCA
2855
Cora Capital Advisors
New Jersey
$280K -$16.2K -56 -5%
NAMNJ
2856
NorthStar Asset Management (New Jersey)
New Jersey
$280K +$290 +1 +0.1%
PWM
2857
Partners Wealth Management
California
$279K +$279K +962 New
BFG
2858
Beacon Financial Group
Texas
$279K -$21.2K -73 -7%
OIS
2859
Okabena Investment Services
Minnesota
$278K – – –
Harris Associates
2860
Harris Associates
Illinois
$278K +$278K +960 New
1NWS
2861
1 North Wealth Services
Maryland
$278K +$278K +958 New
MBFW
2862
Morton Brown Family Wealth
Pennsylvania
$278K -$78K -269 -22%
CCA
2863
Conservest Capital Advisors
Pennsylvania
$278K -$34.5K -119 -11%
ME
2864
McIlrath & Eck
Washington
$277K -$168K -580 -38%
GBWM
2865
Granite Bay Wealth Management
New Hampshire
$277K +$277K +955 New
MCAI
2866
Members Capital Advisors Inc
Wisconsin
$277K – – –
PG
2867
Patten Group
Tennessee
$276K +$8.41K +29 +3%
AWM
2868
Ariadne Wealth Management
California
$276K +$6.48K +21 +2%
ACM
2869
Ardent Capital Management
Ohio
$276K – – –
HNW
2870
High Note Wealth
Minnesota
$275K -$22.3K -77 -8%
GGI
2871
Godsey & Gibb Inc
Virginia
$274K -$7.83K -27 -3%
LF
2872
Lee Financial
Texas
$273K +$580 +2 +0.2%
BPFA
2873
Barnes Pettey Financial Advisors
Mississippi
$272K – – –
GSIS
2874
Global Strategic Investment Solutions
Arizona
$272K +$81.4K +281 +43%
MGWA
2875
Monument Group Wealth Advisors
Massachusetts
$272K -$14.5K -50 -5%
113 114
115
116 117