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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 %
RSWA
3076
Robinson Smith Wealth Advisors
Maine
$212K – – –
CP
3077
Castleview Partners
Texas
$212K +$25.2K +86 +13%
WCG
3078
Weaver Consulting Group
California
$212K +$1.16K +4 +0.5%
AC
3079
Applied Capital
Arkansas
$212K – – –
HPBT
3080
Hickory Point Bank & Trust
Illinois
$212K +$212K +732 New
FH
3081
Financial Harvest
Florida
$212K +$212K +731 New
FWP
3082
Forefront Wealth Partners
Texas
$212K +$212K +731 New
VCWM
3083
Vista Cima Wealth Management
Arizona
$211K +$211K +728 New
CWA
3084
Clarity Wealth Advisors
California
$211K -$4.35K -15 -2%
GFM
3085
GEN Financial Management
Minnesota
$210K +$210K +726 New
TCM
3086
Tandem Capital Management
New Jersey
$210K – – –
KIA
3087
Knollwood Investment Advisory
Maryland
$210K – – –
PA
3088
Prism Advisors
California
$210K – – –
NPF
3089
Norris Perne & French
Michigan
$209K +$209K +722 New
SWIM
3090
Smallwood Wealth Investment Management
New Jersey
$209K +$14.5K +50 +7%
EIP
3091
Ellis Investment Partners
Pennsylvania
$209K +$580 +2 +0.3%
CF
3092
Clarity Financial
Texas
$209K -$109K -375 -34%
LTAS
3093
Linden Thomas Advisory Services
North Carolina
$209K -$2.9K -10 -1%
MWM
3094
Marietta Wealth Management
Georgia
$208K +$208K +719 New
PPA
3095
Pacific Point Advisors
California
$208K +$208K +719 New
NCM
3096
Northwest Capital Management
Oregon
$208K – – –
RPGNY
3097
Retirement Planning Group (New York)
New York
$208K +$208K +716 New
SFA
3098
Seneca Financial Advisors
New York
$207K – – –
SWA
3099
Safir Wealth Advisors
New Hampshire
$207K – – –
PWP
3100
Parkwoods Wealth Partners
New York
$207K +$1.45K +5 +0.7%
122 123
124
125 126