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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 %
FFP
1826
FourThought Financial Partners
Florida
$981K +$981K +3,384 New
WAL
1827
W Advisors LLC
Tennessee
$976K +$3.19K +11 +0.3%
TCM
1828
Tang Capital Management
California
$975K +$975K +3,365 New
MFG
1829
MidWestOne Financial Group
Iowa
$975K -$57.4K -198 -6%
AAS
1830
Annex Advisory Services
Wisconsin
$973K -$15.1K -52 -2%
MAM
1831
Morse Asset Management
Connecticut
$971K -$10.1K -35 -1%
NRG
1832
Nemes Rush Group
Michigan
$971K -$143K -492 -13%
CA
1833
Cornerstone Advisory
Maryland
$969K +$33K +107 +4%
PP
1834
Pingora Partners
Wyoming
$969K +$58K +200 +6%
IP
1835
Intellectus Partners
California
$967K +$580 +2 +0.1%
WMA
1836
West Michigan Advisors
Michigan
$966K +$37.1K +128 +4%
RIG
1837
Renaissance Investment Group
Massachusetts
$966K -$60.3K -208 -6%
RA
1838
RiverPark Advisors
New York
$965K – – –
SI
1839
Saxon Interests
Texas
$964K +$18K +62 +2%
LCM
1840
LVM Capital Management
Michigan
$964K -$74.5K -257 -7%
FFA
1841
Fortune Financial Advisors
Kansas
$963K +$15.4K +53 +2%
QC
1842
Quent Capital
New York
$963K +$73.3K +253 +8%
SAM
1843
Strategy Asset Managers
California
$960K -$25.2K -87 -3%
JWM
1844
Jeppson Wealth Management
California
$959K +$29.3K +101 +3%
CCA
1845
Cypress Capital Advisors
Tennessee
$956K +$956K +3,297 New
PMG
1846
ProVise Management Group
Florida
$955K -$488K -1,683 -34%
IFWM
1847
Institute for Wealth Management
Colorado
$953K +$6.09K +21 +0.6%
PFG
1848
PAX Financial Group
Texas
$952K +$582K +2,008 +157%
KIG
1849
Kennedy Investment Group
New Jersey
$952K +$3.48K +12 +0.4%
MAWA
1850
Moss Adams Wealth Advisors
Washington
$949K +$7.25K +25 +0.8%
72 73
74
75 76