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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 %
AFG
1926
Allegheny Financial Group
Pennsylvania
$860K +$36.8K +127 +4%
WF
1927
WoodTrust Financial
Wisconsin
$859K +$66.4K +229 +8%
CWM
1928
Circle Wealth Management
New Jersey
$859K +$2.03K +7 +0.2%
FRA
1929
Front Row Advisors
California
$857K – – –
FHWM
1930
Fox Hill Wealth Management
Massachusetts
$856K +$870 +3 +0.1%
TF
1931
TLWM Financial
Texas
$855K +$37.1K +128 +5%
SIA
1932
Soltis Investment Advisors
Utah
$854K +$22.3K +77 +3%
FFC
1933
First Financial Corp
Indiana
$853K +$86.1K +297 +11%
BMC
1934
Benin Management Corp
Connecticut
$853K – – –
UAML
1935
US Asset Management LLC
Pennsylvania
$851K -$38.9K -134 -4%
RWMG
1936
Redwood Wealth Management Group
New Jersey
$850K -$4.63K -16 -0.5%
RBFC
1937
Roman Butler Fullerton & Co
Missouri
$849K +$7.91K +27 +0.9%
MCCA
1938
Mill Creek Capital Advisors
Pennsylvania
$849K -$23.8K -82 -3%
EFMC
1939
Empire Financial Management Company
New York
$848K +$5.22K +18 +0.6%
ZF
1940
Zhang Financial
Michigan
$847K +$2.32K +8 +0.3%
WIA
1941
Westbourne Investment Advisors
Maryland
$844K +$8.7K +30 +1%
DWMS
1942
Dominguez Wealth Management Solutions
Virginia
$844K -$3.77K -13 -0.4%
BMWM
1943
Brown Miller Wealth Management
Virginia
$842K +$580 +2 +0.1%
LCM
1944
LCM Capital Management
Illinois
$840K +$3.19K +11 +0.4%
LF
1945
LifePlan Financial
Minnesota
$840K -$58.8K -203 -7%
NAM
1946
NorthCrest Asset Manangement
Minnesota
$839K +$20.6K +71 +3%
SIC
1947
Samalin Investment Counsel
New York
$838K +$1.45K +5 +0.2%
WCM
1948
Winebrenner Capital Management
Kentucky
$837K +$837K +2,888 New
FSWA
1949
Financial Synergies Wealth Advisors
Texas
$836K +$290 +1 +0%
KW
1950
KWB Wealth
California
$836K -$53.3K -175 -6%
76 77
78
79 80