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McDonald's

2,989 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,147 increasing their positions, 1,249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,989
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.14%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.96%
New
174
Increased
1,147
Reduced
1,249
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M
Name Holding Trade Value Shares
Change
Shares
Change %
NAG
2601
Northstar Advisory Group
New Jersey
$286K +$5.37K +18 +2%
TW
2602
Transform Wealth
Colorado
$285K -$20.9K -70 -7%
QWM
2603
QP Wealth Management
New Jersey
$285K
W
2604
WealthOne
New York
$284K -$14.3K -48 -5%
BA
2605
Bridge Advisory
California
$284K +$5.67K +19 +2%
TI
2606
Truepoint Inc
Ohio
$284K +$1.49K +5 +0.5%
SC
2607
Skylands Capital
Wisconsin
$283K
BCB
2608
Brian C. Broderick
$283K
ARMT
2609
Amica Retiree Medical Trust
Rhode Island
$283K -$17.9K -60 -6%
RFA
2610
Register Financial Advisors
Georgia
$282K +$89.5K +300 +46%
CSWM
2611
Cassady Schiller Wealth Management
Ohio
$282K
CAC
2612
Certified Advisory Corp
Florida
$282K -$239K -800 -46%
TC
2613
Trilogy Capital
California
$281K +$30.1K +102 +12%
I
2614
INVST
Indiana
$280K +$6.86K +23 +3%
CA
2615
Crewe Advisors
Utah
$280K -$85K -285 -23%
SRC
2616
Shufro Rose & Co
New York
$280K
TWM
2617
Triton Wealth Management
Arizona
$279K
OBWG
2618
Onyx Bridge Wealth Group
New York
$279K +$21.5K +72 +8%
LFGO
2619
Legacy Financial Group (Oklahoma)
Oklahoma
$278K +$60.6K +203 +28%
AFS
2620
Access Financial Services
Minnesota
$278K +$1.49K +5 +0.5%
OWA
2621
One Wealth Advisors
California
$278K
EA
2622
Eclectic Associates
California
$278K -$17.9K -60 -6%
MC
2623
Middleton & Co
Massachusetts
$278K
LA
2624
Lane & Associates
New Jersey
$277K -$32.5K -109 -11%
MFS
2625
Madrona Financial Services
Washington
$277K -$51.9K -174 -16%