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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 %
PIA
2926
Pollock Investment Advisors
Michigan
$257K +$257K +885 New
CMP
2927
Courage Miller Partners
Virginia
$256K -$6.38K -22 -2%
LSWP
2928
Liberty Square Wealth Partners
Pennsylvania
$255K +$255K +828 New
SFC
2929
Strategic Financial Concepts
Texas
$255K +$11K +38 +5%
NCM
2930
Nelson Capital Management
California
$255K – – –
PCMC
2931
Private Capital Management (Colorado)
Colorado
$255K -$84.1K -290 -25%
WIM
2932
Wittenberg Investment Management
Massachusetts
$254K – – –
FWP
2933
Firethorn Wealth Partners
Georgia
$254K +$11K +38 +5%
WA
2934
Wealthstream Advisors
New York
$253K -$117K -403 -32%
RWI
2935
Red Wave Investments
Pennsylvania
$253K +$290 +1 +0.1%
SWP
2936
Summit Wealth Partners
Florida
$253K +$49.6K +171 +24%
BBW
2937
Blue Barn Wealth
Utah
$252K +$10.4K +36 +4%
HIW
2938
Holos Integrated Wealth
Pennsylvania
$252K +$252K +870 New
IF
2939
IRON Financial
Illinois
$252K +$1.16K +4 +0.5%
SLC
2940
Second Line Capital
Louisiana
$252K – – –
MC
2941
Middleton & Co
Massachusetts
$251K +$8.7K +30 +4%
FC
2942
Fairscale Capital
New Hampshire
$251K – – –
DF
2943
Dunhill Financial
United Kingdom
$251K +$11.3K +39 +5%
SWMP
2944
Signature Wealth Management Partners
New Jersey
$251K – – –
AFP
2945
Alpha Financial Partners
Kentucky
$250K +$250K +861 New
OIC
2946
Orion Investment Company
Missouri
$249K – – –
AWM
2947
Austin Wealth Management
Texas
$249K +$33.4K +119 +16%
AGC
2948
Aspen Grove Capital
Colorado
$248K +$4.64K +16 +2%
BCMLT
2949
Beacon Capital Management LLC (Tennessee)
Tennessee
$248K +$16.8K +58 +7%
HCA
2950
Horan Capital Advisors
Ohio
$248K +$24.6K +85 +11%
116 117
118
119 120