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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 %
AWM
2051
Aberdeen Wealth Management
Illinois
$730K -$101K -350 -12%
TCOTS
2052
Trust Company of the South
North Carolina
$730K -$23.8K -82 -3%
ARMT
2053
Amica Retiree Medical Trust
Rhode Island
$729K -$191K -658 -21%
GIA
2054
GHP Investment Advisors
Colorado
$728K -$12.2K -42 -2%
KWM
2055
KFG Wealth Management
Indiana
$728K -$44.9K -155 -6%
LWM
2056
Lakeridge Wealth Management
Ohio
$728K – – –
SRL
2057
Scientech Research LLC
New Jersey
$728K +$728K +2,510 New
HAS
2058
Holland Advisory Services
Florida
$727K -$2.03K -7 -0.3%
CSB
2059
City State Bank
Iowa
$726K +$68.1K +235 +10%
GWM
2060
Greenwich Wealth Management
Connecticut
$725K +$12.5K +43 +2%
OFS
2061
Oldfather Financial Services
Nebraska
$724K +$580 +2 +0.1%
WWP
2062
WR Wealth Planners
Missouri
$723K -$10.1K -35 -1%
YIM
2063
Yoffe Investment Management
Pennsylvania
$720K +$720K +2,485 New
TFA
2064
Transamerica Financial Advisors
Florida
$720K -$12.2K -42 -2%
GG
2065
Gleason Group
Kentucky
$720K +$4.06K +14 +0.6%
SIA
2066
Schear Investment Advisers
Ohio
$719K -$3.77K -13 -0.5%
ACA
2067
Ackerman Capital Advisors
Texas
$716K – – –
VPF
2068
Vantage Point Financial
Illinois
$716K +$716K +2,469 New
LIG
2069
Lokken Investment Group
Delaware
$714K +$123K +425 +21%
GSWM
2070
Golden State Wealth Management
California
$714K +$714K +2,462 New
DWM
2071
Dynasty Wealth Management
Florida
$713K +$52.8K +182 +8%
MAM
2072
Marotta Asset Management
Virginia
$713K – – –
TFG
2073
Tilson Financial Group
New Jersey
$713K -$870 -3 -0.1%
GF
2074
GGM Financials
Ohio
$712K -$83.5K -288 -10%
SPL
2075
Smart Portfolios LLC
Washington
$708K +$203K +700 +40%
81 82
83
84 85