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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 %
LAS
2301
LWM Advisory Services
Florida
$535K – – –
ATS
2302
Ashton Thomas Securities
New York
$534K +$159K +549 +43%
CIS
2303
Connors Investor Services
Pennsylvania
$533K – – –
WCM
2304
Windward Capital Management
California
$533K – – –
TSS
2305
Two Sigma Securities
New York
$533K +$176K +608 +49%
USWIA
2306
UP Strategic Wealth Investment Advisors
Pennsylvania
$532K +$80.9K +279 +18%
GWA
2307
Gratus Wealth Advisors
Virginia
$532K +$29K +100 +6%
CCA
2308
Childress Capital Advisors
Texas
$531K +$22.9K +79 +5%
OCG
2309
Opus Capital Group
Ohio
$531K -$98.5K -340 -16%
MHWM
2310
Montz Harcus Wealth Management
Louisiana
$531K -$6.38K -22 -1%
RA
2311
Rise Advisors
New York
$530K -$56.2K -194 -10%
MWM
2312
MBE Wealth Management
Wisconsin
$530K – – –
MFS
2313
Miller Financial Services
Michigan
$530K +$530K +1,828 New
FI
2314
Financial Insights
Washington
$530K -$4.64K -16 -0.9%
WCFA
2315
Walkner Condon Financial Advisors
Wisconsin
$529K -$29.6K -102 -5%
HFS
2316
Hoge Financial Services
Pennsylvania
$529K +$129K +446 +32%
AIP
2317
Almanack Investment Partners
Pennsylvania
$529K +$1.74K +6 +0.3%
DB
2318
Dravo Bay
Delaware
$529K +$150K +517 +40%
OF
2319
Optimize Financial
California
$528K +$528K +1,822 New
BW
2320
BIP Wealth
Georgia
$527K +$189K +652 +56%
AIA
2321
Arbor Investment Advisors
North Carolina
$527K -$2.9K -10 -0.5%
CFS
2322
Commonwealth Financial Services
West Virginia
$525K +$82K +283 +19%
CNTOF
2323
Canandaigua National Trust of Florida
New York
$525K +$58K +200 +12%
GTAM
2324
Global Trust Asset Management
Florida
$525K -$9.86K -34 -2%
PA
2325
Persium Advisors
Georgia
$524K +$524K +1,809 New
91 92
93
94 95