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McDonald's
MCD

Overview Fund Activity

3,350 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, 1,283 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,350
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
1,283
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 %
FLP
3251
Financial Life Planners
Arizona
$48.9K +$48.9K +169 New
CH
3252
Canton Hathaway
Rhode Island
$48K – – –
KFP
3253
Keener Financial Planning
Texas
$45K – – –
MSWA
3254
Marshall & Sterling Wealth Advisors
New York
$44.8K +$44.8K +155 New
TCG
3255
Transcendent Capital Group
Oklahoma
$44.4K – – –
RFG
3256
REAP Financial Group
Texas
$44K +$10.7K +37 +32%
T
3257
Tidemark
California
$43.6K – – –
ACM
3258
Accent Capital Management
Ohio
$43.5K – – –
LWA
3259
Lowe Wealth Advisors
Maryland
$43.5K – – –
PMIM
3260
Prudent Man Investment Management
Colorado
$43.5K +$43.5K +150 New
KPP
3261
Kings Path Partners
Texas
$42.9K – – –
WFA
3262
West Financial Advisors
Iowa
$42K – – –
MAS
3263
MPWM Advisory Solutions
Georgia
$40.7K +$40.7K +140 New
DCM
3264
Davis Capital Management
Florida
$40.1K +$1.74K +6 +5%
AWM
3265
Activest Wealth Management
Florida
$37.9K -$2.6K -9 -6%
MIM
3266
Marshall Investment Management
Colorado
$36.6K +$36.6K +120 New
CCC
3267
Chelsea Counsel Company
California
$36.2K – – –
CAWM
3268
Capital A Wealth Management
Pennsylvania
$35.7K +$35.7K +123 New
RWPA
3269
Richard W. Paul & Associates
Michigan
$34.5K – – –
AIA
3270
Arcadia Investment Advisors
Idaho
$33.6K – – –
FWM
3271
FLP Wealth Management
Arkansas
$33.6K +$33.6K +116 New
CIR
3272
Clear Investment Research
Georgia
$31.1K – – –
CWM
3273
Copia Wealth Management
Oregon
$30.7K +$30.7K +106 New
LFA
3274
Legend Financial Advisors
Pennsylvania
$30.5K – – –
FW
3275
Fairway Wealth
Ohio
$30.4K +$15.9K +55 +110%
129 130
131
132 133