MCD icon

McDonald's
MCD

Overview Fund Activity

3,349 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, 1,282 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,349
Holders Change
+209
Holders Change %
+6.66%
% of All Funds
44.59%
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
1,282
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
$9.5B
2
BlackRock
BlackRock
New York
$15.2B
3
State Street
State Street
Massachusetts
$10.3B
4
Northern Trust
Northern Trust
Illinois
$2.57B
5
Franklin Resources
Franklin Resources
California
$1.18B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$2.25M
2
Capital World Investors
Capital World Investors
California
$733M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$445M
4
Viking Global Investors
Viking Global Investors
Connecticut
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
3276
Financial Gravity Companies
Texas
$29K +$28.4K +98 +4,900%
CF
3277
Collier Financial
Colorado
$29K +$29K +100 New
PS
3278
Pinney & Scofield
Massachusetts
$29K +$29K +100 New
PG
3279
Proffitt & Goodson
Tennessee
$27.8K +$580 +2 +2%
SRCM
3280
Signature Resources Capital Management
California
$27.8K -$2.03K -7 -7%
CFP
3281
Comprehensive Financial Planning
Pennsylvania
$27.3K +$27.3K +94 New
LIA
3282
Luken Investment Analytics
Tennessee
$26.7K – – –
AF
3283
Atala Financial
California
$25.5K +$25.5K +88 New
LWMI
3284
Legacy Wealth Management (Idaho)
Idaho
$25K – – –
LIS
3285
Legacy Investment Solutions
Idaho
$25K – – –
HWM
3286
HighMark Wealth Management
Minnesota
$25K +$581 +2 +2%
MFG
3287
Mendota Financial Group
Wisconsin
$22.6K -$8.99K -31 -28%
FFWM
3288
Future Financial Wealth Management
Ohio
$20.4K – – –
NC
3289
NewSquare Capital
Pennsylvania
$19.5K +$3.49K +12 +22%
BIM
3290
Breakwater Investment Management
Washington
$18.6K – – –
XC
3291
XY Capital
Hong Kong
$17.7K +$17.7K +61 New
DWM
3292
Dogwood Wealth Management
Kansas
$16.8K – – –
BMC
3293
Bear Mountain Capital
Washington
$16.5K – – –
VWA
3294
Valued Wealth Advisors
Utah
$15.7K +$2.03K +7 +15%
MHIP
3295
Mountain Hill Investment Partners
New Jersey
$15.7K +$15.7K +54 New
PC
3296
Promus Capital
Illinois
$15.7K +$15.7K +54 New
GIS
3297
Grayhawk Investment Strategies
Alberta, Canada
$15.4K – – –
DEM
3298
Disciplined Equity Management
Florida
$14.8K – – –
PCM
3299
Perritt Capital Management
Illinois
$13.7K – – –
FIA
3300
FPC Investment Advisory
California
$12.1K +$9.82K +34 +425%
130 131
132
133 134