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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 %
UW
1801
Unique Wealth
Florida
$1.01M +$32.5K +112 +3%
PMSA
1802
Patrick M. Sweeney & Associates
Illinois
$1.01M – – –
FNWA
1803
Financial Network Wealth Advisors
Utah
$1M -$138K -477 -12%
CAWM
1804
Capital Advisors Wealth Management
Washington
$1M -$28.7K -99 -3%
TWM
1805
Thrive Wealth Management
Pennsylvania
$1M +$11.6K +40 +1%
SA
1806
Sicart Associates
New York
$1M – – –
DA
1807
Dover Advisors
Virginia
$1M +$5.8K +20 +0.6%
LI
1808
LMCG Investments
Massachusetts
$1,000K -$1.45K -5 -0.1%
RGF
1809
Retirement Guys Formula
Ohio
$997K +$47.8K +165 +5%
GPI
1810
General Partner Inc
Pennsylvania
$997K – – –
AAG
1811
Armstrong Advisory Group
Massachusetts
$996K +$6.09K +21 +0.6%
FDCP
1812
Foster Dykema Cabot & Partners
Massachusetts
$996K – – –
DMBA
1813
Deseret Mutual Benefit Administrators
Utah
$996K +$12.2K +42 +1%
PWP
1814
Phillips Wealth Planners
Mississippi
$995K +$50.5K +179 +5%
AW
1815
Alteri Wealth
California
$991K +$991K +3,419 New
UAG
1816
United Advisor Group
Ohio
$989K +$184K +635 +23%
RCM
1817
RNC Capital Management
California
$989K -$4.06K -14 -0.4%
PA
1818
PSI Advisors
Florida
$988K -$54.5K -188 -5%
COCM
1819
Charter Oak Capital Management
New Hampshire
$986K -$2.61K -9 -0.3%
ECM
1820
Elgethun Capital Management
South Dakota
$986K +$4.06K +14 +0.4%
WF
1821
Warner Financial
Maryland
$984K +$14.5K +50 +1%
DBRC
1822
D.B. Root & Company
Pennsylvania
$984K +$1.45K +5 +0.1%
PWA
1823
Prairie Wealth Advisors
Nebraska
$984K -$10.1K -35 -1%
CA
1824
Clune & Associates
Illinois
$981K +$981K +3,385 New
BB
1825
Burford Brothers
Texas
$981K – – –
71 72
73
74 75