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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 %
DWA
2651
Delos Wealth Advisors
Texas
$30K -$30.2K -124 -50%
WPWM
2652
Western Pacific Wealth Management
Illinois
$30K
AIA
2653
Arcadia Investment Advisors
Idaho
$28.6K
LWP
2654
Laurel Wealth Planning
Minnesota
$28K +$3K +12 +12%
AWA
2655
Artemis Wealth Advisors
New York
$27.9K
NF
2656
Norwood Financial
Pennsylvania
$25K
JWBC
2657
John W. Brooker & Co
California
$25K
MAWCM
2658
Mine & Arao Wealth Creation & Management
California
$25K +$248 +1 +1%
SC
2659
Schubert & Co
Texas
$25K +$5.94K +24 +31%
ETC
2660
Exchange Traded Concepts
Oklahoma
$24K -$15.2K -62 -39%
CPFP
2661
Clear Perspectives Financial Planning
Ohio
$24K -$10.1K -41 -30%
APC
2662
Aspire Private Capital
North Carolina
$24K
PFA
2663
Professional Financial Advisors
Nebraska
$22K
BBPWM
2664
Blue Bell Private Wealth Management
Pennsylvania
$22K
MUMSS
2665
Mitsubishi UFJ Morgan Stanley Securities
Japan
$22K
HL
2666
Harding Loevner
New Jersey
$21K
PG
2667
Proffitt & Goodson
Tennessee
$21K +$17.3K +69 +460%
RCWMU
2668
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K +$20K +80 New
HF
2669
Halpern Financial
Virginia
$19K
CWM
2670
Cedar Wealth Management
California
$17K
GIS
2671
Grayhawk Investment Strategies
Alberta, Canada
$17K +$17K +53 New
SFG
2672
Steward Financial Group
Texas
$17K +$15.3K +63 +900%
JPLA
2673
Joseph P. Lucia & Associates
New York
$14K -$3.06K -12 -18%
HWM
2674
HighMark Wealth Management
Minnesota
$14K
ETI
2675
Enterprise Trust & Investment
California
$14K +$14K +55 New