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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 %
CIA
2151
Cladis Investment Advisory
Montana
$656K +$79.1K +273 +14%
CFGW
2152
Chancellor Financial Group WB
Pennsylvania
$656K +$656K +2,262 New
NFTC
2153
North Forty Two & Co
Oregon
$655K +$655K +2,258 New
BI
2154
Bolthouse Investments
California
$653K +$653K +2,253 New
CST
2155
Charles Schwab Trust
Nevada
$653K +$140K +484 +27%
EP
2156
Edgestream Partners
New Jersey
$649K +$649K +2,240 New
SBWIC
2157
Schaper Benz & Wise Investment Counsel
Wisconsin
$648K – – –
PCA
2158
Prosperity Capital Advisors
Ohio
$648K +$5.22K +18 +0.8%
HI
2159
Hudock Inc
Pennsylvania
$646K +$2.32K +8 +0.4%
LWM
2160
LongView Wealth Management
Georgia
$645K +$2.32K +8 +0.4%
CB
2161
Centennial Bank
Arkansas
$645K -$34.2K -118 -5%
BWM
2162
BCS Wealth Management
Tennessee
$645K +$645K +2,224 New
MWS
2163
MFA Wealth Services
California
$644K +$644K +2,221 New
FFG
2164
Floyd Financial Group
Missouri
$642K +$642K +2,274 New
SAMC
2165
Spectrum Asset Management (California)
California
$642K +$2.32K +8 +0.4%
TAM
2166
Tucker Asset Management
Colorado
$642K -$112K -387 -15%
LCS
2167
Levin Capital Strategies
New York
$640K +$293K +1,012 +85%
KCM
2168
KRS Capital Management
Michigan
$640K -$119K -409 -16%
AF
2169
Aldebaran Financial
$639K -$91.8K -317 -13%
AWA
2170
Alta Wealth Advisors
Massachusetts
$638K +$1.45K +5 +0.2%
ACGA
2171
Atlanta Consulting Group Advisors
Georgia
$636K -$23.8K -82 -4%
GPW
2172
Gray Private Wealth
Massachusetts
$636K -$9.28K -32 -1%
SWM
2173
Silverlake Wealth Management
Vermont
$635K -$187K -644 -23%
CAM
2174
Campion Asset Management
Virginia
$634K – – –
MLFP
2175
MPS Loria Financial Planners
Illinois
$634K +$2.9K +10 +0.5%
85 86
87
88 89