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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 %
BCM
401
Bridgeway Capital Management
Texas
$18.4M +$489K +1,688 +3%
AI
402
Atria Investments
North Carolina
$18.3M -$1.15M -3,983 -6%
HWM
403
HB Wealth Management
Georgia
$18.2M +$1.1M +3,795 +6%
FNT
404
First National Trust
Pennsylvania
$18.2M -$580K -2,000 -3%
GVAG
405
Great Valley Advisor Group
Delaware
$18.1M +$343K +1,184 +2%
HPG
406
Harvest Portfolios Group
Ontario, Canada
$18M +$118K +406 +0.7%
NCL
407
Nishkama Capital LLC
Puerto Rico
$17.8M -$8.96M -30,904 -33%
OPERF
408
Oregon Public Employees Retirement Fund
Oregon
$17.8M +$17.4K +60 +0.1%
PFS
409
Prospera Financial Services
Texas
$17.6M +$599K +2,066 +4%
BAM
410
Burgundy Asset Management
Ontario, Canada
$17.6M – – –
PWM
411
Perigon Wealth Management
California
$17.4M +$1.61M +5,745 +10%
CA
412
Callahan Advisors
Texas
$17.3M +$1.32M +4,538 +8%
WTC
413
WhitTier Trust Company
Nevada
$17.1M -$181K -624 -1%
KWM
414
Kingsview Wealth Management
Oregon
$16.9M +$361K +1,245 +2%
HAG
415
HighPoint Advisor Group
Illinois
$16.9M +$381K +1,232 +2%
CL
416
Choreo LLC
Illinois
$16.8M +$5.14M +17,743 +44%
KPWS
417
Kestra Private Wealth Services
Texas
$16.8M +$2.36M +8,156 +16%
HTIM
418
Harbour Trust & Investment Management
Indiana
$16.7M -$8.7K -30 -0.1%
TC
419
TownSquare Capital
Utah
$16.7M +$839K +2,894 +5%
BFS
420
Bard Financial Services
Connecticut
$16.5M -$159K -550 -1%
AHB
421
Abner Herrman & Brock
New Jersey
$16.4M +$195K +672 +1%
ACA
422
Anchor Capital Advisors
Massachusetts
$16.4M -$305K -1,051 -2%
Vontobel Holding
423
Vontobel Holding
Switzerland
$16.2M +$2.53M +8,714 +18%
GIBU
424
Gulf International Bank (UK)
United Kingdom
$16.2M -$166K -574 -1%
TF
425
Tompkins Financial
New York
$16.1M +$2.4M +8,280 +17%
15 16
17
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