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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 %
SAM
2201
Sompo Asset Management
Japan
$606K
MCM
2202
Marathon Capital Management
Maryland
$606K
BG
2203
Bollard Group
Massachusetts
$604K +$3.48K +12 +0.6%
PD
2204
Planning Directions
Pennsylvania
$603K -$12.5K -43 -2%
BLC
2205
Brown, Lisle/Cummings
Rhode Island
$602K +$57.7K +199 +11%
TCB
2206
Texas Capital Bancshares
Texas
$601K -$4.64K -16 -0.8%
AGP
2207
Autumn Glory Partners
Texas
$600K
BW
2208
Bison Wealth
Georgia
$600K -$839K -2,894 -58%
BSSFA
2209
Baron Silver Stevens Financial Advisors
Florida
$600K +$37.1K +128 +7%
AIC
2210
Archer Investment Corporation
Indiana
$600K -$290 -1 -0%
MCM
2211
Moore Capital Management
New York
$599K -$658K -2,271 -52%
SHGA
2212
Sand Hill Global Advisors
California
$597K -$38.3K -132 -6%
CA
2213
Crewe Advisors
Utah
$596K -$84.1K -290 -12%
TIA
2214
Tiemann Investment Advisors
California
$595K -$870 -3 -0.1%
SWP
2215
Strategic Wealth Partners
Ohio
$593K -$2.48K -8 -0.4%
NPFS
2216
Novak & Powell Financial Services
Florida
$593K +$51K +161 +9%
BWM
2217
BlackDiamond Wealth Management
New York
$591K +$7.54K +26 +1%
GI
2218
GAMCO Investors
Connecticut
$591K +$15.7K +54 +3%
PCP
2219
Proficio Capital Partners
Massachusetts
$591K +$199K +686 +51%
TWM
2220
Topsail Wealth Management
North Carolina
$590K +$590K +2,035 New
HP
2221
Holistic Planning
Texas
$588K -$20.9K -72 -3%
DWM
2222
Drive Wealth Management
Utah
$587K +$20.3K +70 +4%
AIM
2223
Avity Investment Management
Connecticut
$587K -$34.2K -118 -6%
AWM
2224
Aprio Wealth Management
Georgia
$587K +$76.5K +264 +15%
SW
2225
Simplicity Wealth
New Jersey
$584K -$1.23M -4,258 -68%