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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 %
IPWA
2426
International Private Wealth Advisors
California
$468K +$14.8K +51 +3%
PIFP
2427
Partners in Financial Planning
Virginia
$467K – – –
ML
2428
Mayport LLC
Massachusetts
$467K – – –
JBA
2429
Johnson Bixby & Associates
Washington
$466K – – –
MFA
2430
Millington Financial Advisors
Illinois
$466K -$10.2K -35 -2%
CAL
2431
Capital Advisors Ltd
Ohio
$466K +$7.82K +27 +2%
KCFA
2432
Key Client Fiduciary Advisors
New Jersey
$464K +$2.32K +8 +0.5%
EWA
2433
EQ Wealth Advisors
Texas
$464K +$464K +1,600 New
PIA
2434
Powell Investment Advisors
Florida
$462K – – –
MF
2435
Manchester Financial
California
$461K +$6.38K +22 +1%
CHAM
2436
Clear Harbor Asset Management
Connecticut
$461K +$82.3K +284 +22%
LT
2437
Legacy Trust
Michigan
$459K -$40.6K -140 -8%
AA
2438
Armis Advisers
Georgia
$458K +$458K +1,581 New
MAM
2439
McLean Asset Management
Virginia
$457K -$5.22K -18 -1%
HIS
2440
Harvest Investment Services
Illinois
$457K +$457K +1,575 New
OP
2441
ORG Partners
Indiana
$456K +$20.9K +72 +5%
WCM
2442
Wallace Capital Management
Texas
$454K +$580 +2 +0.1%
CWM
2443
Crowley Wealth Management
Delaware
$454K +$454K +1,565 New
BAM
2444
Byrne Asset Management
New Jersey
$452K +$7.25K +25 +2%
GAM
2445
GEM Asset Management
Michigan
$452K +$290 +1 +0.1%
LJAC
2446
L.J. Altfest & Co
New York
$451K +$3.19K +11 +0.7%
GWP
2447
Gateway Wealth Partners
Wisconsin
$451K +$67K +231 +17%
RTC
2448
Real Talk Capital
Tennessee
$451K +$451K +1,555 New
PPWM
2449
Perissos Private Wealth Management
Oklahoma
$450K +$2.9K +10 +0.6%
TAM
2450
Titleist Asset Management
Texas
$449K +$13.6K +47 +3%
96 97
98
99 100