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McDonald's

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
Name Holding Trade Value Shares
Change
Shares
Change %
ADIM
876
Alpha DNA Investment Management
Maryland
$4.09M +$2.99M +10,297 +269%
HT
877
Heritage Trust
Oklahoma
$4.09M +$4.09M +14,112 New
TW
878
Trajan Wealth
Arizona
$4.08M +$408K +1,406 +11%
SWP
879
Sagespring Wealth Partners
Tennessee
$4.06M +$4.06M +14,014 New
RPC
880
Rossmore Private Capital
Connecticut
$4.06M -$254K -877 -6%
JFL
881
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.06M
FCBT
882
First Citizens Bank & Trust
North Carolina
$4.06M -$65.2K -225 -2%
CT
883
Clearstead Trust
Maine
$4.04M +$297K +1,025 +8%
EW
884
Evexia Wealth
Wisconsin
$4.02M -$35.6K -121 -0.9%
O
885
Ossiam
France
$4.02M +$1.09M +3,752 +37%
MOS
886
MGO One Seven
Ohio
$4.01M +$669K +2,306 +20%
TCA
887
Transcend Capital Advisors
New Jersey
$4.01M -$507K -1,750 -11%
LDB
888
Lee, Danner & Bass
Tennessee
$4M +$78.3K +270 +2%
VWMG
889
Virginia Wealth Management Group
Virginia
$4M +$24.9K +86 +0.6%
ST
890
Spinnaker Trust
Maine
$3.99M -$16.8K -58 -0.4%
EWM
891
Empirical Wealth Management
Washington
$3.98M -$171K -591 -4%
HSA
892
HBK Sorce Advisory
Pennsylvania
$3.97M +$88.1K +304 +2%
BL
893
BFSG LLC
California
$3.97M +$26.7K +92 +0.7%
BTI
894
Blue Trust Inc
Georgia
$3.96M -$1.42M -4,884 -26%
CM
895
Caption Management
Oklahoma
$3.95M +$3.04M +10,500 +335%
CA
896
Claro Advisors
Massachusetts
$3.92M -$317K -1,093 -7%
ADL
897
Asset Dedication LLC
California
$3.92M -$1.17M -4,051 -23%
HCM
898
Hengehold Capital Management
Ohio
$3.9M +$110K +379 +3%
MSAM
899
Moloney Securities Asset Management
Missouri
$3.9M -$47K -162 -1%
AC
900
AlpenGlobal Capital
California
$3.89M +$3.89M +13,428 New