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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 %
QPWM
2326
Quadrant Private Wealth Management
Pennsylvania
$524K +$52.8K +182 +11%
CL
2327
CVFG LLC
Indiana
$523K +$523K +1,806 New
RWM
2328
Riverbend Wealth Management
South Carolina
$523K +$523K +1,798 New
AA
2329
Addison Advisors
Vermont
$522K -$2.61K -9 -0.5%
SLT
2330
St Louis Trust
Missouri
$522K – – –
HNWAG
2331
High Net Worth Advisory Group
Florida
$521K -$11.9K -41 -2%
LA
2332
Lifeworks Advisors
Michigan
$520K +$520K +1,795 New
LIA
2333
LBMC Investment Advisors
Tennessee
$520K +$1.45K +5 +0.3%
DDC
2334
DF Dent & Co
Maryland
$520K -$3.19K -11 -0.6%
SA
2335
Sovran Advisors
California
$520K +$520K +1,846 New
LSA
2336
Lion Street Advisors
Texas
$519K -$9.56K -33 -2%
SFS
2337
Strategic Financial Services
New York
$519K +$283K +975 +120%
FCT
2338
Family Capital Trust
Massachusetts
$518K – – –
PHAM
2339
Palisades Hudson Asset Management
Florida
$518K -$2.32K -8 -0.4%
SNB
2340
Security National Bank
Nebraska
$517K -$78.6K -271 -13%
SW
2341
SMART Wealth
Nebraska
$516K -$109K -377 -17%
BWP
2342
Bernardo Wealth Planning
Pennsylvania
$516K +$6.49K +23 +1%
FAN
2343
Financial Advisors Network
California
$515K +$515K +1,778 New
AIA
2344
AIMZ Investment Advisors
California
$515K – – –
QFA
2345
Quantum Financial Advisors
California
$515K – – –
HBT
2346
Heartland Bank & Trust
Illinois
$514K -$61.2K -211 -11%
CWI
2347
Conscious Wealth Investments
Florida
$514K – – –
RA
2348
Riversedge Advisors
Delaware
$514K +$25.2K +87 +5%
DA
2349
Detalus Advisors
Missouri
$513K -$13K -45 -2%
BFM
2350
Boothbay Fund Management
New York
$513K -$3.72M -12,827 -88%
92 93
94
95 96