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McDonald's

3,385 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 1,289 increasing their positions, 1,256 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 410 | Existing positions closed: 128

7% more funds holding

Funds holding: 3,1633,385 (+222)

3% more repeat investments, than reductions

Existing positions increased: 1,289 | Existing positions reduced: 1,256

0.82% more ownership

Funds ownership: 71.81%72.63% (+0.82%)

2% less capital invested

Capital invested by funds: $156B → $153B (-$2.9B)

5% less call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.4B

16% less funds holding in top 10

Funds holding in top 10: 5647 (-9)

Holders
3,385
Holders Change
+222
Holders Change %
+7.02%
% of All Funds
44.59%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.62%
New
410
Increased
1,289
Reduced
1,256
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$132M +$1.53M +5,128 +1%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$132M -$57.1M -191,591 -30%
Nomura Asset Management
103
Nomura Asset Management
Japan
$132M -$35.1M -117,877 -21%
Prudential Financial
104
Prudential Financial
New Jersey
$131M -$46.8M -156,845 -26%
CFC
105
Cincinnati Financial Corp
Ohio
$130M
DZ Bank
106
DZ Bank
Germany
$129M -$7.1M -23,800 -5%
Truist Financial
107
Truist Financial
North Carolina
$127M -$3.66M -12,268 -3%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$127M +$21.6M +72,296 +20%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$127M +$28.4M +95,352 +28%
SAM
110
Storebrand Asset Management
Norway
$126M -$19.6M -65,789 -13%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$126M +$11.9M +40,001 +10%
Aviva
112
Aviva
United Kingdom
$125M +$6.87M +23,024 +6%
FI
113
Focused Investors
California
$125M -$1.09M -3,650 -0.8%
SFFS
114
Stonehage Fleming Financial Services
Jersey
$123M -$15.8M -52,858 -11%
CIM
115
CCLA Investment Management
United Kingdom
$122M +$6.31M +21,153 +5%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$121M +$22.2M +74,582 +22%
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$120M +$14.9M +50,090 +14%
Victory Capital Management
118
Victory Capital Management
Texas
$119M -$1.77M -5,941 -1%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$118M -$3.73M -12,504 -3%
KeyBank National Association
120
KeyBank National Association
Ohio
$118M -$1.61M -5,410 -1%
EHC
121
Everett Harris & Co
California
$118M +$1.28M +4,302 +1%
MIP
122
Mondrian Investment Partners
United Kingdom
$117M -$3.29M -11,030 -3%
DC
123
Davenport & Co
Virginia
$117M +$1.71M +5,729 +1%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$116M -$5.48M -18,376 -4%
Asset Management One
125
Asset Management One
Japan
$115M -$1.98M -6,653 -2%

MCD Hedge Fund Activity: Q4 2024 in Review

3,385 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2024, worth a combined $153B — down 1.9% from $156B a quarter earlier.

Buyers outnumbered sellers: 410 funds opened new MCD positions and 128 closed out — a net gain of 282 holders — while 1,289 added to existing stakes and 1,256 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.91B. The largest seller was International Assets Investment Management, cutting an estimated $689M.

  • 3,385 institutional investors held McDonald's (MCD) as of Q4 2024, up from 3,163 in Q3 2024.
  • Funds reported $153B of McDonald's stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 410 funds opened new McDonald's positions in Q4 2024 and 128 closed out, a net change of +282 holders.
  • The largest McDonald's buyer in Q4 2024 was JP Morgan Chase, an estimated $1.91B added.
  • The largest McDonald's seller in Q4 2024 was International Assets Investment Management, an estimated $689M sold.

Based on aggregated 13F filings for Q4 2024.