MCD icon

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 %
1WM
2876
1858 Wealth Management
Ohio
$272K – – –
CW
2877
Code Waechter
Florida
$272K -$13.9K -48 -5%
AT
2878
Avalon Trust
New Mexico
$272K -$4.35K -15 -2%
VWM
2879
VanWeelden Wealth Management
Ohio
$271K +$271K +935 New
VF
2880
Virtu Financial
New York
$271K -$1.3M -4,474 -83%
BFWA
2881
Benchmark Financial Wealth Advisors
Florida
$270K -$11.9K -41 -4%
OWA
2882
One Wealth Advisors
California
$270K – – –
LA
2883
Lane & Associates
New Jersey
$270K +$2.89K +10 +1%
VFP
2884
Verus Financial Partners
Virginia
$270K -$1.13K -4 -0.4%
SIG
2885
Sargent Investment Group
Maryland
$269K -$40.8K -144 -13%
SIM
2886
Synergy Investment Management
Florida
$269K +$269K +928 New
CM
2887
Cercano Management
Washington
$269K – – –
VAF
2888
Values Added Financial
District of Columbia
$267K +$8.7K +30 +3%
BAWM
2889
Bennett Associates Wealth Management
Pennsylvania
$267K +$49.6K +171 +23%
M
2890
MATAURO
New York
$267K +$267K +922 New
Loomis, Sayles & Company
2891
Loomis, Sayles & Company
Massachusetts
$267K -$37.9K -131 -12%
PAM
2892
Parvin Asset Management
South Dakota
$267K +$267K +920 New
RFA
2893
ROI Financial Advisors
Oregon
$267K -$11.6K -40 -4%
MAM
2894
Martingale Asset Management
Massachusetts
$266K -$84.1K -290 -24%
ECM
2895
Estabrook Capital Management
New York
$266K -$355K -1,225 -57%
MCM
2896
McDonough Capital Management
Florida
$266K – – –
GAM
2897
Grandview Asset Management
Pennsylvania
$265K +$265K +915 New
O3W
2898
Omni 360 Wealth
New Jersey
$265K +$2.9K +10 +1%
NAS
2899
NWF Advisory Services
California
$264K +$264K +912 New
CA
2900
Crumly & Associates
Illinois
$264K – – –
114 115
116
117 118