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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 %
SW
2676
SMART Wealth
Nebraska
$258K +$258K +865 New
AF
2677
Alerus Financial
North Dakota
$257K -$2.98K -10 -1%
OL
2678
Owen LaRue
Kentucky
$257K +$257K +871 New
IWP
2679
Innova Wealth Partners
Pennsylvania
$257K +$14.9K +50 +6%
TCPWM
2680
Traverso Chambers Private Wealth Management
California
$256K
LAM
2681
Lifestyle Asset Management
Texas
$256K -$13.4K -45 -5%
WMP
2682
Wealth Management Partners
Arizona
$256K -$6.27K -21 -2%
SEIA
2683
Signature Estate & Investment Advisors
California
$255K +$255K +854 New
RWI
2684
Red Wave Investments
Pennsylvania
$254K +$298 +1 +0.1%
BA
2685
Bristlecone Advisors
Washington
$253K +$9.55K +32 +4%
BWFA
2686
Baltimore-Washington Financial Advisors
Maryland
$253K -$3.58K -12 -1%
DCM
2687
Dudley Capital Management
Virginia
$252K +$5.97K +20 +2%
PFG
2688
Pinnacle Financial Group
Illinois
$252K -$26.6K -89 -10%
OAM
2689
Oberweis Asset Management
Illinois
$251K +$298 +1 +0.1%
PMG
2690
Private Management Group
California
$250K -$105K -353 -30%
FWP
2691
Firethorn Wealth Partners
Georgia
$250K +$1.19K +4 +0.5%
BWA
2692
Burt Wealth Advisors
Maryland
$249K -$23.9K -80 -9%
KLCM
2693
KG&L Capital Management
Louisiana
$249K -$7.76K -26 -3%
MFT
2694
Moisand Fitzgerald Tamayo
Florida
$249K -$14.9K -50 -6%
G
2695
GenTrust
Florida
$249K
ONSWM
2696
Old North State Wealth Management
North Carolina
$249K -$8.09K -27 -3%
RFG
2697
RFP Financial Group
Georgia
$248K +$180K +602 +262%
FPTW
2698
Franklin, Parlapiano, Turner & Welch
Texas
$248K +$248K +832 New
SB
2699
Sunflower Bank
Texas
$248K -$25.7K -86 -9%
OCM
2700
Objective Capital Management
Ohio
$248K +$298 +1 +0.1%