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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 %
W
3176
WealthCollab
Washington
$130K – – –
1L
3177
10Elms LLP
Oklahoma
$130K +$130K +450 New
HB
3178
Horizon Bancorp
Indiana
$128K -$11.3K -39 -8%
CIAS
3179
CBIZ Investment Advisory Services
Ohio
$126K +$1.74K +6 +1%
TCA
3180
Trifecta Capital Advisors
Illinois
$122K – – –
MRP
3181
Measured Risk Portfolios
California
$122K +$122K +421 New
CCM
3182
Copeland Capital Management
Pennsylvania
$121K – – –
BWAM
3183
Boyd Watterson Asset Management
Ohio
$119K – – –
PFG
3184
Putney Financial Group
California
$119K +$119K +412 New
MMCM
3185
Murphy & Mullick Capital Management
New York
$118K +$118K +408 New
CJ
3186
Caitlin John
Michigan
$117K +$3.77K +13 +3%
BCM
3187
Blume Capital Management
California
$116K – – –
WA
3188
WPG Advisers
Maryland
$115K +$115K +398 New
IWP
3189
IAG Wealth Partners
Wisconsin
$115K – – –
IHWM
3190
Iron Horse Wealth Management
Iowa
$114K +$18.8K +65 +20%
BHWM
3191
Beaird Harris Wealth Management
Texas
$111K +$21.1K +73 +23%
MAM
3192
Meeder Asset Management
Ohio
$110K -$6.96K -24 -6%
PCFFS
3193
Pacific Center for Financial Services
California
$109K – – –
PK
3194
Pflug Koory
Nebraska
$109K – – –
CWC
3195
Carolinas Wealth Consulting
North Carolina
$107K -$1.16K -4 -1%
SVCP
3196
Silicon Valley Capital Partners
California
$106K +$869 +3 +0.8%
FF
3197
Finley Financial
Nevada
$102K +$102K +361 New
CFS
3198
CGC Financial Services
Oregon
$101K – – –
GPFA
3199
Game Plan Financial Advisors
Ohio
$101K – – –
SMAM
3200
Sugar Maple Asset Management
Wisconsin
$97.7K +$97.7K +337 New
126 127
128
129 130