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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 %
BA
3151
Bellwether Advisors
Nebraska
$157K +$157K +542 New
WPWM
3152
Western Pacific Wealth Management
Illinois
$156K -$25.2K -87 -14%
GKIM
3153
GW&K Investment Management
Massachusetts
$155K +$5.53K +19 +4%
CFD
3154
Creative Financial Designs
Indiana
$154K -$153K -528 -50%
HGERS
3155
Householder Group Estate & Retirement Specialist
Arizona
$153K -$710K -2,450 -82%
QL
3156
Quarry LP
New York
$152K +$141K +488 +1,284%
KIM
3157
Kestra Investment Management
Texas
$152K +$152K +524 New
BAM
3158
Bellevue Asset Management
Washington
$151K – – –
SC
3159
Stephens Consulting
Michigan
$150K +$21.8K +75 +17%
TLCM
3160
Twin Lakes Capital Management
California
$147K – – –
HBW
3161
Hazlett, Burt & Watson
West Virginia
$147K – – –
PP
3162
Pacifica Partners
Canada
$146K – – –
LFASL
3163
Lugano Financial Advisors SA (LFA)
Switzerland
$145K – – –
SAS
3164
Spurstone Advisory Services
Connecticut
$145K +$145K +500 New
HIMS
3165
Hager Investment Management Services
New Hampshire
$145K +$145K +499 New
FA
3166
Fedenia Advisers
Wisconsin
$143K +$143K +494 New
CTB
3167
Country Trust Bank
Illinois
$138K – – –
ETS
3168
ESL Trust Services
New York
$137K +$116K +400 +541%
FMTCOCP
3169
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$136K -$8.39K -29 -6%
FMP
3170
Financial Management Professionals
Texas
$135K -$2.32K -8 -2%
CFS
3171
Compass Financial Services
Iowa
$135K +$135K +466 New
TCM
3172
TruNorth Capital Management
Michigan
$134K -$1.74K -6 -1%
RWS
3173
Retirement Wealth Solutions
Wisconsin
$134K +$134K +474 New
CAM
3174
Costello Asset Management
Pennsylvania
$133K -$3.77K -13 -3%
STB
3175
S&T Bank
Pennsylvania
$132K +$132K +457 New
125 126
127
128 129