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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 %
HC
2126
Hamilton Capital
Ohio
$674K +$67.3K +232 +11%
PJWM
2127
Philip James Wealth Mangement
Georgia
$673K +$78.3K +270 +13%
TC
2128
Trust Company
Kansas
$671K -$77.1K -266 -10%
JWWM
2129
Johnson & White Wealth Management
Pennsylvania
$670K +$670K +2,292 New
DSC
2130
Duncker Streett & Co
Missouri
$669K -$11.6K -40 -2%
CCA
2131
Clearwater Capital Advisors
Illinois
$668K -$7.54K -26 -1%
PIAS
2132
PCA Investment Advisory Services
Ohio
$668K +$64.1K +221 +11%
LSIA
2133
LaSalle St. Investment Advisors
Illinois
$667K +$181K +643 +37%
GCIA
2134
Gabelli & Co Investment Advisers
New York
$667K +$667K +2,300 New
CRI
2135
Colonial River Investments
Virginia
$667K -$46.4K -160 -7%
CHJWM
2136
Carlton Hofferkamp & Jenks Wealth Management
Texas
$666K – – –
SMA
2137
Seven Mile Advisory
New Jersey
$666K +$48.4K +167 +8%
SFG
2138
Seamount Financial Group
Colorado
$665K -$21.7K -75 -3%
HFM
2139
Hartford Funds Management
Pennsylvania
$664K +$38.3K +132 +6%
LWAM
2140
Legacy Wealth Asset Management
Minnesota
$664K -$2.61K -9 -0.4%
FBFS
2141
First Business Financial Services
Wisconsin
$664K – – –
WWG
2142
West Wealth Group
California
$662K +$15.1K +52 +2%
DCA
2143
DSG Capital Advisors
Minnesota
$662K +$662K +2,282 New
LPAM
2144
Lodestar Private Asset Management
California
$661K -$18.8K -65 -3%
GWM
2145
Gray Wealth Management
Maine
$660K +$2.9K +10 +0.4%
CC
2146
Callan Capital
California
$659K +$49.3K +170 +8%
MCA
2147
MSH Capital Advisors
Arizona
$659K +$43.8K +151 +7%
SOS
2148
Silver Oak Securities
Tennessee
$658K +$118K +407 +22%
WSC
2149
Wellington Shields & Co
New York
$657K -$6.67K -23 -1%
RWA
2150
River Wealth Advisors
Pennsylvania
$657K -$190K -657 -22%
84 85
86
87 88