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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 %
FPGK
2401
Financial Partners Group (Kansas)
Kansas
$484K -$35.4K -122 -7%
KWS
2402
Keystone Wealth Services
California
$483K -$42.3K -146 -8%
EA
2403
Enclave Advisors
Texas
$483K -$18K -62 -4%
SMWM
2404
Silvia McColl Wealth Management
California
$483K – – –
SFP
2405
Sandbox Financial Partners
Maryland
$481K -$78.5K -271 -14%
CWM
2406
Chemistry Wealth Management
New York
$480K +$58.6K +202 +14%
WC
2407
Waterloo Capital
Texas
$478K -$77.1K -266 -14%
OFP
2408
OFC Financial Planning
New Jersey
$478K +$478K +1,650 New
VCM
2409
Verde Capital Management
Michigan
$477K +$477K +1,646 New
PTC
2410
Philadelphia Trust Company
Pennsylvania
$477K -$180K -620 -27%
GAB
2411
German American Bancorp
Indiana
$477K – – –
CCM
2412
Crew Capital Management
Ohio
$476K -$14.5K -50 -3%
VP
2413
Verum Partners
North Carolina
$475K +$14.8K +51 +3%
EM
2414
Excalibur Management
Massachusetts
$475K +$870 +3 +0.2%
SP
2415
Symmetry Partners
Connecticut
$475K +$13.3K +46 +3%
FWP
2416
Falcon Wealth Planning
California
$474K -$10.1K -35 -2%
OWP
2417
ORG Wealth Partners
Texas
$474K +$74.9K +258 +19%
SA
2418
SL Advisors
New Jersey
$474K -$14.8K -51 -3%
FCA
2419
FLC Capital Advisors
California
$473K – – –
CWM
2420
Centurion Wealth Management
Virginia
$471K -$6.38K -22 -1%
EFL
2421
ERn Financial LLC
Wisconsin
$471K +$13.9K +48 +3%
MCM
2422
Maple Capital Management
Vermont
$470K -$1.45K -5 -0.3%
CH
2423
Cromwell Holdings
Wyoming
$470K – – –
CWMGO
2424
Capstone Wealth Management Group (Oregon)
Oregon
$469K +$469K +1,619 New
NFW
2425
Noble Family Wealth
Florida
$469K – – –
95 96
97
98 99