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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 %
WFA
3051
WMG Financial Advisors
Tennessee
$219K +$8.99K +31 +4%
VAG
3052
VisionPoint Advisory Group
Texas
$219K -$16.1K -55 -7%
OCM
3053
Orion Capital Management
California
$218K – – –
RGC
3054
Roberts, Glore & Co
Illinois
$218K – – –
LFP
3055
Leeward Financial Partners
Washington
$217K – – –
TWM
3056
Triton Wealth Management
Arizona
$217K +$5.87K +20 +3%
HFBOT
3057
Home Federal Bank of Tennessee
Tennessee
$217K -$20K -69 -8%
RI
3058
RWWM Inc
California
$217K – – –
MWA
3059
Monograph Wealth Advisors
California
$217K +$217K +749 New
ACP
3060
Arcus Capital Partners
Georgia
$217K +$1.13K +4 +0.5%
LPFG
3061
Landing Point Financial Group
Ohio
$217K +$217K +705 New
HS
3062
Horan Securities
United States
$215K +$1.16K +4 +0.5%
DFG
3063
Dynamic Financial Group
Iowa
$215K +$215K +742 New
PWAC
3064
Private Wealth Advisors (California)
California
$215K +$1.16K +4 +0.5%
LRWA
3065
Long Run Wealth Advisors
New York
$214K +$870 +3 +0.4%
DW30
3066
Drucker Wealth 3.0
New Jersey
$214K +$7.83K +27 +4%
IA
3067
Inspire Advisors
Idaho
$214K +$2.9K +10 +1%
OWM
3068
OneAscent Wealth Management
Alabama
$214K -$139K -477 -39%
SWMG
3069
Signature Wealth Management Group
Georgia
$214K -$8.7K -30 -4%
CWA
3070
Cornerstone Wealth Advisors
Minnesota
$214K – – –
LGW
3071
Leslie Global Wealth
Illinois
$214K +$17.1K +59 +9%
IWN
3072
Independent Wealth Network
Iowa
$213K +$10.4K +36 +5%
SIC
3073
Sigma Investment Counselors
Michigan
$213K -$33.1K -114 -13%
SSWG
3074
Seven Springs Wealth Group
Tennessee
$213K – – –
BCPWM
3075
Bradley & Co Private Wealth Management
Florida
$213K +$213K +734 New
121 122
123
124 125