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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 %
CWA
2351
Clearview Wealth Advisors
Oregon
$512K -$3.48K -12 -0.7%
CWP
2352
Core Wealth Partners
California
$512K +$2.61K +9 +0.5%
UWPG
2353
Ullmann Wealth Partners Group
Florida
$512K +$76.5K +264 +18%
SAM
2354
Shikiar Asset Management
New York
$512K – – –
MCM
2355
Monument Capital Management
Virginia
$511K +$4.93K +17 +1%
CFO
2356
CVA Family Office
Colorado
$510K +$44.1K +152 +9%
FFG
2357
Fiduciary Financial Group
California
$508K +$8.47K +30 +2%
PPP
2358
Private Portfolio Partners
New Jersey
$508K +$290 +1 +0.1%
SCG
2359
Sonata Capital Group
Washington
$508K -$38.8K -134 -7%
CWM
2360
Castle Wealth Management
Florida
$508K -$212K -731 -29%
RTC
2361
Riverview Trust Company
Washington
$507K +$1.16K +4 +0.2%
RWA
2362
Rooted Wealth Advisors
Illinois
$507K -$44K -152 -8%
OPCM
2363
Osborne Partners Capital Management
California
$507K +$13.9K +48 +3%
1WM
2364
1900 Wealth Management
Texas
$506K -$174K -601 -26%
SN
2365
Sittner & Nelson
Oregon
$506K – – –
MWA
2366
MN Wealth Advisors
Kansas
$505K +$259K +892 +105%
LD
2367
Lipe & Dalton
New York
$505K -$29K -100 -5%
SCP
2368
Sivia Capital Partners
California
$504K +$40.6K +140 +9%
BWA
2369
BlueChip Wealth Advisors
Georgia
$504K +$8.99K +31 +2%
BI
2370
BFI Infinity
Switzerland
$503K +$503K +1,735 New
BWL
2371
Bogart Wealth LLC
Virginia
$502K -$6.4M -22,087 -93%
CMI
2372
Clare Market Investments
Texas
$502K +$53.3K +184 +12%
GPWM
2373
Grant Private Wealth Management
California
$502K +$502K +1,730 New
MDA
2374
Minot DeBlois Advisors
Massachusetts
$501K +$501K +1,729 New
TW
2375
Traveka Wealth
California
$501K +$111K +382 +28%
93 94
95
96 97