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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 %
OFS
1876
OneAscent Financial Services
Alabama
$918K +$125K +431 +16%
SCI
1877
Stableford Capital II
Arizona
$914K -$16.2K -56 -2%
WP
1878
Westmount Partners
California
$914K -$11.9K -41 -1%
VFM
1879
Vision Financial Markets
Connecticut
$914K +$914K +3,153 New
BFO
1880
Biltmore Family Office
North Carolina
$914K -$13.6K -47 -1%
RFS
1881
Richardson Financial Services
Massachusetts
$913K +$2.9K +10 +0.3%
CPBTD
1882
Central Pacific Bank - Trust Division
Hawaii
$913K -$319K -1,099 -26%
BWA
1883
Bordeaux Wealth Advisors
California
$912K +$31K +107 +4%
PCA
1884
Purkiss Capital Advisors
Connecticut
$910K +$910K +3,139 New
WCA
1885
Westover Capital Advisors
Delaware
$909K -$4.93K -17 -0.5%
OWA
1886
Oak Wealth Advisors
Illinois
$909K +$909K +3,134 New
SC
1887
Savoie Capital
Illinois
$907K – – –
CJL
1888
Cyrus J. Lawrence
New York
$906K -$40.3K -139 -4%
EAM
1889
Evanson Asset Management
California
$905K -$15.4K -53 -2%
KNW
1890
Kesler Norman & Wride
Utah
$904K -$268K -924 -23%
PWM
1891
Partnership Wealth Management
Maryland
$903K – – –
PMA
1892
Prudent Man Advisors
Illinois
$901K -$137K -474 -13%
GC
1893
Garde Capital
Washington
$900K +$142K +491 +19%
OFS
1894
Orrstown Financial Services
Pennsylvania
$899K -$277K -957 -24%
CWM
1895
Core Wealth Management
Florida
$898K -$35.1K -121 -4%
FAB
1896
First American Bank
Illinois
$898K +$2.32K +8 +0.3%
SAM
1897
S.A. Mason
Michigan
$897K +$18.6K +64 +2%
OHWA
1898
Oak Hill Wealth Advisors
Virginia
$897K +$897K +3,095 New
HWP
1899
Highline Wealth Partners
California
$894K +$2.03K +7 +0.2%
CWM
1900
Cahaba Wealth Management
Georgia
$892K +$290 +1 +0%
74 75
76
77 78