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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 %
BOJHT
1851
Bank of Jackson Hole Trust
Wyoming
$946K +$946K +3,265 New
CAM
1852
Cidel Asset Management
Ontario, Canada
$945K +$22.3K +77 +2%
CA
1853
CapWealth Advisors
Tennessee
$942K +$55.9K +193 +6%
PFGIA
1854
Patriot Financial Group Insurance Agency
Massachusetts
$942K -$38.3K -132 -4%
AWG
1855
Altus Wealth Group
Colorado
$942K -$51.6K -178 -5%
WR
1856
WD Rutherford
Oregon
$941K -$271K -936 -22%
LOPW
1857
Live Oak Private Wealth
North Carolina
$941K +$4.93K +17 +0.5%
NBT
1858
Northwest Bank & Trust
Iowa
$941K -$13.6K -46 -1%
KFA
1859
Kelleher Financial Advisors
New York
$940K +$13.6K +47 +1%
HC
1860
Headland Capital
South Carolina
$939K +$939K +3,240 New
CMAI
1861
Capital Management Associates Inc
Minnesota
$938K -$40.3K -139 -4%
SEIA
1862
Signature Estate & Investment Advisors
California
$938K +$69.6K +240 +8%
IC
1863
Iconiq Capital
California
$935K +$495K +1,709 +113%
VCWA
1864
Vanguard Capital Wealth Advisors
Colorado
$934K +$2.9K +10 +0.3%
NPT
1865
Nixon Peabody Trust
Massachusetts
$933K -$28.4K -98 -3%
AP
1866
Atwood & Palmer
Missouri
$932K +$2.9K +10 +0.3%
LC
1867
Landaas & Company
Wisconsin
$930K -$20K -69 -2%
PSB
1868
Piscataqua Savings Bank
New Hampshire
$928K -$14.5K -50 -2%
BFS
1869
BridgePort Financial Solutions
Iowa
$925K +$925K +2,985 New
WIC
1870
Wilkins Investment Counsel
Massachusetts
$924K – – –
CP
1871
Clarendon Private
Massachusetts
$923K +$923K +3,185 New
CRWM
1872
Castle Rock Wealth Management
California
$922K -$8.33K -27 -0.9%
ERIM
1873
Eagle Ridge Investment Management
Connecticut
$922K – – –
IFS
1874
Intelligent Financial Strategies
Minnesota
$922K -$44.9K -155 -5%
TCOO
1875
Trust Company of Oklahoma
Oklahoma
$922K -$43.2K -149 -4%
73 74
75
76 77