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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 %
AFA
1976
AA Financial Advisors
Ohio
$799K +$104K +358 +15%
SHFA
1977
SS&H Financial Advisors
Michigan
$799K -$29K -100 -4%
SAF
1978
Smith Anglin Financial
Texas
$798K +$2.9K +10 +0.4%
IA
1979
Insight Advisors
Pennsylvania
$798K -$24.6K -85 -3%
RFA
1980
Rollins Financial Advisors
New York
$798K +$1.45K +5 +0.2%
ICM
1981
IMS Capital Management
Oregon
$798K -$58K -200 -7%
GA
1982
Geller Advisors
New York
$791K -$580 -2 -0.1%
HFAS
1983
Hummer Financial Advisory Services
Illinois
$791K – – –
WF
1984
Wayfinding Financial
Washington
$790K +$790K +2,725 New
HCMG
1985
Howard Capital Management Group
California
$790K -$58K -200 -7%
PA
1986
PFG Advisors
Arizona
$789K +$20.9K +72 +3%
KTC
1987
Kentucky Trust Company
Kentucky
$789K +$789K +2,722 New
BOM
1988
Bank of Marin
California
$787K – – –
GAM
1989
Gould Asset Management
California
$787K +$5.8K +20 +0.7%
EMAM
1990
Encompass More Asset Management
California
$786K +$49K +169 +7%
ACG
1991
Allen Capital Group
Nebraska
$786K -$18.6K -64 -2%
GLLW
1992
Graves Light Lenhart Wealth
Virginia
$785K -$20.9K -72 -3%
SWA
1993
SOA Wealth Advisors
New York
$782K -$574K -1,981 -42%
MAG
1994
Mayfair Advisory Group
Alabama
$781K +$33.6K +116 +4%
DPI
1995
Diversified Portfolios Inc
Michigan
$780K -$92.2K -318 -11%
QWM
1996
Quadcap Wealth Management
Texas
$779K -$79.7K -275 -9%
PWA
1997
Provenance Wealth Advisors
Florida
$778K +$742K +2,560 +2,048%
AF
1998
Apexium Financial
Texas
$778K +$236K +815 +44%
BB
1999
Berkshire Bank
Massachusetts
$778K -$26.7K -92 -3%
CFP
2000
Cascade Financial Partners
California
$776K +$4.64K +16 +0.6%
78 79
80
81 82