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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 %
ISFAN
2276
Investor's Fiduciary Advisor Network
Washington
$553K +$553K +1,908 New
RF
2277
Rossby Financial
Florida
$553K +$553K +1,906 New
SDWMA
2278
Schneider Downs Wealth Management Advisors
Pennsylvania
$550K – – –
VC
2279
Veracity Capital
Georgia
$550K -$1.74K -6 -0.3%
LBC
2280
Leigh Baldwin & Co
New York
$550K +$550K +1,898 New
PWA
2281
Physician Wealth Advisors
Utah
$549K +$8.12K +28 +2%
SCM
2282
Stonebridge Capital Management
California
$548K -$29K -100 -5%
MTIC
2283
Missouri Trust & Investment Company
Missouri
$546K -$10.4K -36 -2%
BCM
2284
Boltwood Capital Management
California
$546K +$10.1K +35 +2%
OCPWS
2285
One Charles Private Wealth Services
Massachusetts
$545K -$2.61K -9 -0.5%
ZAM
2286
Zevin Asset Management
Massachusetts
$543K +$580 +2 +0.1%
HP
2287
Hilltop Partners
Indiana
$543K +$1.16K +4 +0.2%
AI
2288
AdvisorShares Investments
Maryland
$543K +$437K +1,508 +414%
LCM
2289
Lazari Capital Management
California
$542K -$24.4K -84 -4%
PCM
2290
Penserra Capital Management
California
$542K +$525K +1,815 +3,184%
EIG
2291
Ellenbecker Investment Group
Wisconsin
$541K -$9.28K -32 -2%
DG
2292
DMC Group
Alabama
$539K +$17.1K +59 +3%
JCM
2293
J2 Capital Management
Michigan
$539K +$539K +1,860 New
AFG
2294
ABLE Financial Group
Arizona
$538K – – –
NPPM
2295
North Point Portfolio Managers
Ohio
$537K -$411K -1,419 -43%
MWP
2296
Meridian Wealth Partners
Pennsylvania
$537K -$580 -2 -0.1%
SPA
2297
Sentinel Pension Advisors
Massachusetts
$537K +$47.3K +163 +10%
GJIA
2298
Glass Jacobson Investment Advisors
Maryland
$536K +$6.09K +21 +1%
GA
2299
Goldstein Advisors
Wisconsin
$535K +$3.77K +13 +0.7%
BWM
2300
BCGM Wealth Management
Indiana
$535K +$7.83K +27 +1%
90 91
92
93 94