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McDonald's

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
GSAM
2626
Grant Street Asset Management
Pennsylvania
$230K
NL
2627
Navalign LLC
California
$230K -$14K -53 -6%
CWM
2628
Collaborative Wealth Management
Florida
$229K
CCA
2629
Conservest Capital Advisors
Pennsylvania
$228K +$228K +863 New
AF
2630
Alerus Financial
North Dakota
$227K +$227K +863 New
I
2631
INVST
Indiana
$227K +$227K +850 New
HFS
2632
Howard Financial Services
Texas
$226K +$226K +858 New
JF
2633
Joule Financial
Kentucky
$226K -$128K -485 -36%
VIM
2634
Vista Investment Management
Pennsylvania
$225K -$6.85K -26 -3%
SCFS
2635
S.C. Financial Services
Arizona
$225K +$225K +855 New
CIA
2636
Compass Ion Advisors
Pennsylvania
$225K -$5.53K -21 -2%
TSW
2637
Thompson Siegel & Walmsley
Virginia
$225K
ONSWM
2638
Old North State Wealth Management
North Carolina
$225K +$225K +852 New
LAM
2639
Lifestyle Asset Management
Texas
$225K +$225K +852 New
AFG
2640
Arkansas Financial Group
Arkansas
$224K +$224K +851 New
BWM
2641
Baron Wealth Management
Michigan
$224K +$224K +851 New
SWS
2642
SYSTM Wealth Solutions
Illinois
$224K +$224K +849 New
BTIM
2643
BancFirst Trust & Investment Management
Oklahoma
$223K +$223K +840 New
RCA
2644
Reitz Capital Advisors
Michigan
$223K +$223K +845 New
SI
2645
Saxon Interests
Texas
$223K -$6.95K -26 -3%
OAM
2646
Oberweis Asset Management
Illinois
$221K +$221K +838 New
ACM
2647
AUA Capital Management
Pennsylvania
$221K
WA
2648
Wealth Advisors
California
$220K +$220K +835 New
RWI
2649
Red Wave Investments
Pennsylvania
$220K -$123K -467 -36%
MFT
2650
Moisand Fitzgerald Tamayo
Florida
$220K -$2.37K -9 -1%