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McDonald's

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
2551
Sageworth Trust
Pennsylvania
$168K +$168K +679 New
CPA
2552
Cowen Prime Advisors
New York
$163K
PPWM
2553
PFG Private Wealth Management
Florida
$161K -$271K -1,094 -63%
RIM
2554
Rockbridge Investment Management
New York
$160K -$101K -409 -39%
HWA
2555
HHM Wealth Advisors
Tennessee
$157K +$17.1K +69 +12%
OLVIG
2556
Oliver Lagore Vanvalin Investment Group
Michigan
$148K
1IA
2557
1834 Investment Advisors
Wisconsin
$148K +$45.8K +186 +45%
NC
2558
NewSquare Capital
Pennsylvania
$147K
CAL
2559
Capital Advisors Ltd
Ohio
$141K +$6.2K +25 +5%
GCM
2560
Gladius Capital Management
Illinois
$141K +$141K +568 New
GKIM
2561
GW&K Investment Management
Massachusetts
$140K +$14K +57 +11%
WWM
2562
Wagner Wealth Management
South Carolina
$140K +$140K +567 New
WWP
2563
WR Wealth Planners
Missouri
$139K +$68.6K +278 +97%
EWM
2564
Endurance Wealth Management
Rhode Island
$139K
PWC
2565
PYA Waltman Capital
Tennessee
$139K +$44.3K +180 +47%
HBW
2566
Hazlett, Burt & Watson
West Virginia
$138K +$8.72K +35 +7%
RCC
2567
Red Cedar Capital
Nebraska
$136K
FMTCOCP
2568
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$136K
M1FG
2569
Mach-1 Financial Group
Arkansas
$135K +$135K +547 New
FNBOSM
2570
First National Bank of South Miami
Florida
$134K -$7.9K -32 -6%
FWM
2571
Focused Wealth Management
New York
$133K
JWM
2572
Janiczek Wealth Management
Colorado
$129K +$6.61K +25 +5%
SSC
2573
Syverson Strege & Co
Iowa
$128K +$7.92K +32 +7%
TLCM
2574
Twin Lakes Capital Management
California
$125K +$247 +1 +0.2%
RDFA
2575
Ritter Daniher Financial Advisory
Ohio
$125K +$55K +222 +78%