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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 %
RWM
3226
Ruedi Wealth Management
Illinois
$80.1K – – –
PAG
3227
Paladin Advisory Group
Iowa
$77.7K -$10.4K -36 -12%
POIA
3228
Pin Oak Investment Advisors
Texas
$76K – – –
EFP
3229
EnRich Financial Partners
Wisconsin
$74.2K – – –
IWM
3230
IMG Wealth Management
Florida
$70.7K +$70.7K +244 New
RAM
3231
Riggs Asset Management
Pennsylvania
$68.3K -$155K -534 -69%
HIIFS
3232
Harel Insurance Investments & Financial Services
Israel
$68K -$28.7K -100 -30%
VWM
3233
Vermillion Wealth Management
Minnesota
$66.7K +$66.7K +230 New
OAJ
3234
Ogorek Anthony Joseph
New York
$65K +$5.78K +20 +10%
PWA
3235
Principia Wealth Advisory
Texas
$63.2K +$63.2K +218 New
RDFA
3236
Ritter Daniher Financial Advisory
Ohio
$62.6K – – –
GWSA
3237
Global Wealth Strategies & Associates
Colorado
$59.5K – – –
FWM
3238
FSA Wealth Management
Massachusetts
$58.9K -$9.58K -33 -14%
SA
3239
SRH Advisors
Kansas
$58K – – –
KOCAA
3240
Knights of Columbus Asset Advisors
Connecticut
$58K – – –
SSG
3241
Summit Securities Group
New York
$58K +$58K +200 New
SFA
3242
Semmax Financial Advisors
North Carolina
$57.2K -$2.47K -8 -4%
PP
3243
PrairieView Partners
Minnesota
$57K – – –
MSWM
3244
Mowery & Schoenfeld Wealth Management
Illinois
$54.2K +$54.2K +187 New
AEPWM
3245
Atlantic Edge Private Wealth Management
Florida
$53.3K – – –
TLA
3246
Tanglewood Legacy Advisors
Texas
$52.5K – – –
CCA
3247
Criterion Capital Advisors
Tennessee
$52.2K – – –
MB
3248
Mizuho Bank
Japan
$52.2K +$52.2K +180 New
FCT
3249
First Community Trust
Iowa
$51.6K – – –
AWM
3250
AllSquare Wealth Management
New York
$50.2K – – –
128 129
130
131 132