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McDonald's
MCD

Overview Fund Activity

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$793M
2
BlackRock
BlackRock
New York
+$615M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$330M
4
Barclays
Barclays
United Kingdom
+$298M
5
State Street
State Street
Massachusetts
+$277M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$862M
2
MAM
Magellan Asset Management
Australia
-$553M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
4
Citadel Advisors
Citadel Advisors
Florida
-$333M
5
DZ Bank
DZ Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
2001
Syntax Advisors
New York
$558K +$558K +2,083 New
ISWM
2002
Independent Solutions Wealth Management
New York
$558K +$40.2K +150 +8%
IFG
2003
Investors Financial Group
Minnesota
$557K -$2.14K -8 -0.4%
BSSFA
2004
Baron Silver Stevens Financial Advisors
Florida
$557K – – –
BFO
2005
Biltmore Family Office
North Carolina
$557K +$68.6K +256 +14%
SCG
2006
Sonata Capital Group
Washington
$556K – – –
CFC
2007
Coyle Financial Counsel
Illinois
$556K +$54.9K +205 +11%
CFA
2008
Cahill Financial Advisors
Minnesota
$555K -$161K -601 -22%
CCA
2009
Childress Capital Advisors
Texas
$555K -$99K -369 -15%
BG
2010
Bollard Group
Massachusetts
$555K +$2.95K +11 +0.5%
ACA
2011
Anchor Capital Advisors
Massachusetts
$554K -$215K -800 -28%
GM
2012
GeoWealth Management
Illinois
$553K +$3.22K +12 +0.6%
CF
2013
Corrigan Financial
Rhode Island
$552K +$1.34K +5 +0.2%
GCM
2014
Gibraltar Capital Management
Oklahoma
$551K -$55.8K -208 -9%
MCM
2015
Marathon Capital Management
Maryland
$551K – – –
MCWA
2016
Meadow Creek Wealth Advisors
Georgia
$551K +$551K +2,056 New
SNB
2017
Security National Bank
Nebraska
$550K -$120K -448 -18%
LA
2018
LexAurum Advisors
Kansas
$550K -$8.31K -31 -1%
DOA
2019
D'Orazio & Associates
Virginia
$549K +$90.7K +338 +20%
NP
2020
Ninepoint Partners
Ontario, Canada
$547K – – –
PIA
2021
Powell Investment Advisors
Florida
$545K +$268 +1 +0%
JF
2022
JSF Financial
California
$545K +$20.4K +76 +4%
GRQ
2023
Gardner Russo & Quinn
Pennsylvania
$544K -$67K -250 -11%
DE
2024
Day & Ennis
Georgia
$543K +$14.7K +55 +3%
EA
2025
Echo45 Advisors
California
$543K +$543K +2,027 New
79 80
81
82 83