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McDonald's

3,391 hedge funds and large institutions have $151B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,292 increasing their positions, 1,256 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 411 | Existing positions closed: 128

7% more funds holding

Funds holding: 3,1683,391 (+223)

1.13% more ownership

Funds ownership: 71.5%72.63% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 1,292 | Existing positions reduced: 1,256

3% less capital invested

Capital invested by funds: $156B → $151B (-$5.25B)

5% less call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.4B

16% less funds holding in top 10

Funds holding in top 10: 5647 (-9)

Holders
3,391
Holders Change
+223
Holders Change %
+7.04%
% of All Funds
44.58%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.62%
New
411
Increased
1,292
Reduced
1,256
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

MCD Hedge Fund Activity: Q4 2024 in Review

3,391 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2024, worth a combined $151B — down 3.4% from $156B a quarter earlier.

Buyers outnumbered sellers: 411 funds opened new MCD positions and 128 closed out — a net gain of 283 holders — while 1,292 added to existing stakes and 1,256 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.91B. The largest seller was Capital World Investors, cutting an estimated $658M.

  • 3,391 institutional investors held McDonald's (MCD) as of Q4 2024, up from 3,168 in Q3 2024.
  • Funds reported $151B of McDonald's stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 411 funds opened new McDonald's positions in Q4 2024 and 128 closed out, a net change of +283 holders.
  • The largest McDonald's buyer in Q4 2024 was JP Morgan Chase, an estimated $1.91B added.
  • The largest McDonald's seller in Q4 2024 was Capital World Investors, an estimated $658M sold.

Based on aggregated 13F filings for Q4 2024.