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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 %
FPW
2901
Flagship Private Wealth
Massachusetts
$264K – – –
VH
2902
Visionary Horizons
Tennessee
$264K -$14.5K -50 -5%
CA
2903
Cambridge Advisors
Nebraska
$263K +$27.5K +95 +12%
PCTC
2904
Perkins Coie Trust Company
Washington
$263K – – –
CCWM
2905
Correct Capital Wealth Management
Missouri
$262K +$14.5K +50 +6%
RWS
2906
Resolute Wealth Strategies
Mississippi
$262K +$1.45K +5 +0.6%
SF
2907
Safeguard Financial
Wisconsin
$262K +$262K +903 New
BA
2908
Bristlecone Advisors
Washington
$261K +$34.5K +119 +15%
WCF
2909
West Coast Financial
California
$261K -$4.93K -17 -2%
C
2910
Covestor
United Kingdom
$261K +$10.2K +35 +4%
MGIA
2911
Matthew Goff Investment Advisor
Texas
$261K +$9.86K +34 +4%
AP
2912
Adero Partners
California
$260K +$23.8K +82 +10%
FWI
2913
Facet Wealth Inc
Maryland
$260K +$18.8K +64 +8%
AMG
2914
Advisors Management Group
Wisconsin
$260K -$7.26K -25 -3%
GKWIM
2915
Gerber Kawasaki Wealth & Investment Management
California
$260K -$20K -69 -7%
GCM
2916
Graver Capital Management
Ohio
$259K +$259K +894 New
SIA
2917
SeaBridge Investment Advisors
New Jersey
$258K – – –
TPW
2918
Transatlantique Private Wealth
New York
$258K – – –
MWM
2919
Mindset Wealth Management
Indiana
$258K – – –
FPW
2920
Flywheel Private Wealth
California
$257K +$257K +888 New
NQWM
2921
Northwest Quadrant Wealth Management
Oregon
$257K +$1.45K +5 +0.6%
SC
2922
Sykon Capital
New York
$257K – – –
SIA
2923
SGL Investment Advisors
Montana
$257K +$48.9K +159 +24%
WE
2924
Wealth Effects
Massachusetts
$257K -$128K -443 -33%
SHWM
2925
Smith & Howard Wealth Management
Georgia
$257K – – –
115 116
117
118 119