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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 %
FPCP
3001
Fort Point Capital Partners
California
$233K +$31.9K +110 +16%
MGAM
3002
McGowan Group Asset Management
Texas
$233K +$290 +1 +0.1%
AWM
3003
Adams Wealth Management
Utah
$232K +$580 +2 +0.3%
CI
3004
CacheTech Inc
Utah
$232K +$580 +2 +0.3%
LFGO
3005
Legacy Financial Group (Oklahoma)
Oklahoma
$232K +$290 +1 +0.1%
SSI
3006
Scott & Selber Inc
Texas
$232K +$232K +799 New
LWA
3007
Ledgewood Wealth Advisors
New Hampshire
$232K – – –
CNWM
3008
Clay Northam Wealth Management
California
$232K – – –
GF
3009
Gabelli Funds
New York
$232K +$232K +800 New
AA
3010
Apriem Advisors
California
$232K +$11.3K +39 +5%
MFT
3011
Moisand Fitzgerald Tamayo
Florida
$232K -$10.1K -35 -4%
NAMM
3012
NorthStar Asset Management (Massachusetts)
Massachusetts
$232K -$29.3K -101 -11%
SCM
3013
Saxony Capital Management
Missouri
$231K -$290 -1 -0.1%
KLWA
3014
Kelly Lawrence W & Associates
California
$231K -$125K -430 -35%
LFA
3015
LifeGuide Financial Advisors
Pennsylvania
$230K -$1.74K -6 -0.7%
GCP
3016
Gill Capital Partners
Colorado
$230K -$5.51K -19 -2%
AWA
3017
AGH Wealth Advisors
Kansas
$230K +$230K +793 New
NCTC
3018
New Covenant Trust Company
Indiana
$230K -$4.92K -17 -2%
RFP
3019
Root Financial Partners
California
$229K +$229K +790 New
LAM
3020
Lifestyle Asset Management
Texas
$229K +$15.7K +54 +7%
TWD
3021
True Wealth Design
Ohio
$227K +$2.32K +8 +1%
HIM
3022
Hanlon Investment Management
New Jersey
$227K +$24.9K +86 +12%
CSIA
3023
Conrad Siegel Investment Advisors
Pennsylvania
$227K +$227K +784 New
CIA
3024
Cape Investment Advisory
Georgia
$227K -$14.5K -50 -6%
TIA
3025
Tandem Investment Advisors
South Carolina
$227K +$19.4K +67 +9%
119 120
121
122 123