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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 %
1WA
2251
180 Wealth Advisors
Washington
$564K -$20.9K -72 -4%
DFP
2252
Defined Financial Planning
California
$564K +$564K +1,946 New
TFP
2253
Tilia Fiduciary Partners
North Carolina
$564K +$580 +2 +0.1%
SHFA
2254
SC&H Financial Advisors
Maryland
$563K – – –
Financial Engines Advisors
2255
Financial Engines Advisors
California
$563K +$326K +1,124 +137%
RWP
2256
Revolve Wealth Partners
New Jersey
$563K +$15.1K +52 +3%
TC
2257
Tacita Capital
Ontario, Canada
$562K -$15.9K -55 -3%
FB
2258
First Bancorp
Maine
$561K +$11.9K +41 +2%
FWM
2259
Fingerlakes Wealth Management
New York
$561K +$3.19K +11 +0.6%
SWM
2260
Stockman Wealth Management
Montana
$559K -$1.45K -5 -0.3%
OL
2261
OneFund LLC
Florida
$558K +$11.9K +41 +2%
SAM
2262
Sherman Asset Management
California
$558K +$558K +1,925 New
LP
2263
LGL Partners
Pennsylvania
$558K +$6.67K +23 +1%
CD
2264
Chapin Davis
Maryland
$557K – – –
TA
2265
TFB Advisors
Kansas
$557K +$16.5K +57 +3%
CIP
2266
Capital Insight Partners
Arizona
$557K +$57.1K +197 +11%
GDP
2267
Great Diamond Partners
Maine
$556K +$11.6K +40 +2%
FFG
2268
Fortem Financial Group
California
$556K +$1.74K +6 +0.3%
CIA
2269
Compass Ion Advisors
Pennsylvania
$555K +$63.8K +220 +13%
CG
2270
CFO4Life Group
Texas
$555K +$3.19K +11 +0.6%
CCB
2271
Cutter & Co Brokerage
Missouri
$554K +$290 +1 +0.1%
WA
2272
WealthTrust Axiom
Pennsylvania
$554K -$36.2K -125 -6%
AFA
2273
Arlington Financial Advisors
California
$554K +$554K +1,911 New
CANY
2274
Caxton Associates (New York)
New York
$554K +$554K +1,910 New
JWBC
2275
John W. Bristol & Co
New York
$553K – – –
89 90
91
92 93