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McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
SWC
2476
Spectrum Wealth Counsel
Indiana
$408K +$408K +1,377 New
PSCM
2477
Per Stirling Capital Management
Texas
$408K +$7.71K +26 +2%
MWA
2478
MN Wealth Advisors
Kansas
$408K +$408K +1,376 New
PCMC
2479
Paragon Capital Management (Colorado)
Colorado
$407K +$10.7K +36 +3%
MGWM
2480
Marks Group Wealth Management
Minnesota
$407K +$37.1K +125 +10%
IGWM
2481
ICA Group Wealth Management
Colorado
$406K -$6.23K -21 -2%
PCMC
2482
Private Capital Management (Colorado)
Colorado
$406K +$46K +155 +13%
HFP
2483
Holistic Financial Partners
Indiana
$406K -$12.8K -43 -3%
SSW
2484
Stone Summit Wealth
Florida
$406K
WE
2485
Wealth Effects
Massachusetts
$406K +$6.52K +22 +2%
CWA
2486
Consilium Wealth Advisory
Texas
$405K
OL
2487
Optas LLC
Texas
$404K +$2.97K +10 +0.7%
CYG
2488
Clean Yield Group
Vermont
$404K
AWS
2489
Arkfeld Wealth Strategies
Nebraska
$402K +$291 +1 +0.1%
LJAC
2490
L.J. Altfest & Co
New York
$402K +$16K +54 +4%
RWA
2491
Rooted Wealth Advisors
Illinois
$401K +$35.3K +124 +10%
OKSA
2492
O'Keefe Stevens Advisory
New York
$401K +$8.6K +29 +2%
AF
2493
Apollon Financial
South Carolina
$401K +$401K +1,352 New
VAMG
2494
Voisard Asset Management Group
Michigan
$401K +$401K +1,352 New
CAAM
2495
Cornerstone Advisors Asset Management
Pennsylvania
$400K
TCM
2496
Tufton Capital Management
Maryland
$400K -$13.3K -45 -3%
ACA
2497
Aspire Capital Advisors
Washington
$400K
GSIAS
2498
Garden State Investment Advisory Services
New Jersey
$399K +$35K +118 +10%
LGG
2499
Luts & Greenleigh Group
Maryland
$399K +$1.48K +5 +0.4%
C
2500
CEDRUS
Colorado
$398K +$38.8K +131 +11%