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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 %
HAM
2526
Hedges Asset Management
Nevada
$385K
TIA
2527
Traphagen Investment Advisors
New Jersey
$385K +$296 +1 +0.1%
TAM
2528
Trillium Asset Management
Massachusetts
$384K
WCFA
2529
Walkner Condon Financial Advisors
Wisconsin
$384K +$75.9K +256 +25%
GAM
2530
GEM Asset Management
Michigan
$383K
HPIA
2531
Hamilton Point Investment Advisors
North Carolina
$382K
BDWCC
2532
B&D White Capital Company
Texas
$381K -$1.9M -6,400 -83%
AWM
2533
Avaii Wealth Management
Wisconsin
$379K -$3.56K -12 -0.9%
BHB
2534
Bank Hapoalim BM
Israel
$379K -$212K -715 -36%
VAF
2535
Values Added Financial
District of Columbia
$379K +$82.4K +278 +28%
USWIA
2536
UP Strategic Wealth Investment Advisors
Pennsylvania
$378K +$378K +1,275 New
PP
2537
Pegasus Partners
Wisconsin
$376K
FCA
2538
FinTrust Capital Advisors
South Carolina
$376K +$10.7K +36 +3%
TW
2539
Traveka Wealth
California
$375K +$375K +1,265 New
HFS
2540
Hoge Financial Services
Pennsylvania
$375K +$375K +1,263 New
ME
2541
McIlrath & Eck
Washington
$374K +$4.74K +16 +1%
PG
2542
Prostatis Group
Maryland
$374K +$51.6K +174 +16%
SRC
2543
Stone Run Capital
New York
$374K
GSC
2544
G&S Capital
Colorado
$373K -$12.8K -43 -3%
IF
2545
Insight Folios
North Carolina
$372K -$23.7K -80 -6%
TPW
2546
Tiller Private Wealth
Pennsylvania
$372K +$296 +1 +0.1%
HWM
2547
Howard Wealth Management
Connecticut
$372K +$372K +1,253 New
MFG
2548
Midwest Financial Group
Kansas
$371K +$22.3K +75 +6%
NCM
2549
Novare Capital Management
North Carolina
$370K -$61.1K -206 -14%
PHWM
2550
Pine Harbor Wealth Management
Maryland
$370K +$370K +1,249 New