MCD icon

McDonald's

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
Name Holding Trade Value Shares
Change
Shares
Change %
AI
2001
Arrien Investments
Idaho
$773K +$4.06K +14 +0.5%
PCS
2002
Personal CFO Solutions
New Jersey
$773K +$35.1K +121 +5%
CPW
2003
Cove Private Wealth
New York
$770K +$31K +107 +4%
VIS
2004
Vega Investment Solutions
France
$770K +$770K +2,657 New
VPP
2005
Vertex Planning Partners
Illinois
$769K +$63.2K +218 +9%
FMTC
2006
Farmers & Merchants Trust Company
California
$766K +$23.8K +82 +3%
CF
2007
Centaurus Financial
California
$766K -$691K -2,384 -47%
Connor, Clark & Lunn Investment Management (CC&L)
2008
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$766K -$994K -3,429 -56%
BWS
2009
Buck Wealth Strategies
Colorado
$766K +$312K +1,077 +69%
SEEDPG
2010
S.E.E.D. Planning Group
New York
$764K +$482K +1,662 +171%
SMH
2011
Sanders Morris Harris
Texas
$763K
IWA
2012
IBEX Wealth Advisors
New Jersey
$762K -$2.97M -10,252 -80%
IAP
2013
Indie Asset Partners
Indiana
$762K -$71.3K -246 -9%
EA
2014
Everpar Advisors
Oklahoma
$761K -$1.45K -5 -0.2%
PBO
2015
Peoples Bank (Ohio)
Ohio
$761K -$226K -779 -23%
DFG
2016
Delta Financial Group
New Jersey
$760K +$760K +2,621 New
CSPIA
2017
Cary Street Partners Investment Advisory
Virginia
$760K -$3.35M -11,561 -82%
HWM
2018
Horizon Wealth Management
Illinois
$759K +$2.03K +7 +0.3%
HI
2019
Human Investing
Oregon
$758K -$14.8K -51 -2%
SPWM
2020
Schrum Private Wealth Management
Florida
$757K -$922K -3,182 -55%
MPIA
2021
Mountain Pacific Investment Advisers
Idaho
$756K -$34.8K -120 -4%
KWM
2022
Keebeck Wealth Management
Illinois
$755K +$17.4K +60 +2%
FCCM
2023
First City Capital Management
Georgia
$755K -$14.2K -49 -2%
LOIP
2024
Live Oak Investment Partners
Texas
$754K -$771K
TA
2025
TCM Advisors
West Virginia
$754K -$853K