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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 %
FDS
1951
First Dallas Securities
Texas
$833K +$14.5K +50 +2%
OC
1952
Oarsman Capital
Wisconsin
$833K -$20.3K -70 -2%
PWMG
1953
Prestige Wealth Management Group
New Jersey
$832K +$32.2K +111 +4%
ONST
1954
Old North State Trust
North Carolina
$832K -$20.3K -70 -2%
TGAM
1955
TBH Global Asset Management
Tennessee
$830K -$290 -1 -0%
DWM
1956
Daner Wealth Management
Georgia
$825K +$825K +2,841 New
LIM
1957
Longfellow Investment Management
Massachusetts
$824K -$51.9K -179 -6%
SWP
1958
Semus Wealth Partners
Florida
$823K +$31K +107 +4%
HWMG
1959
Hurlow Wealth Management Group
Indiana
$823K +$29K +100 +4%
MAM
1960
MWA Asset Management
Massachusetts
$822K +$58.8K +203 +8%
AGWCA
1961
Annis Gardner Whiting Capital Advisors
Florida
$820K +$51.9K +179 +7%
BPC
1962
Bearing Point Capital
Minnesota
$820K +$820K +2,830 New
MIM
1963
Miller Investment Management
Pennsylvania
$819K – – –
BEC
1964
Blue Edge Capital
Virginia
$817K – – –
TCBWMS
1965
Texas Capital Bank Wealth Management Services
Texas
$813K -$17.1K -59 -2%
NG
1966
Novem Group
New York
$813K +$813K +2,804 New
CRIG
1967
Charter Research & Investment Group
Connecticut
$812K – – –
FCFC
1968
First Citizens Financial Corp
Iowa
$810K +$8.12K +28 +1%
DIM
1969
Delta Investment Management
California
$809K +$99.2K +342 +14%
LAM
1970
L2 Asset Management
Massachusetts
$808K -$22K -76 -3%
CCC
1971
Compass Capital Corp
Massachusetts
$807K +$807K +2,836 New
BWA
1972
Blodgett Wealth Advisors
California
$807K -$14.5K -50 -2%
TT
1973
TI-Trust
Illinois
$806K – – –
PW
1974
Paladin Wealth
Minnesota
$803K +$27.3K +94 +4%
IA
1975
Integrity Alliance
Iowa
$801K +$801K +2,762 New
77 78
79
80 81