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McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
2676
Channel Wealth
California
$316K -$4.45K -15 -1%
NAMNJ
2677
NorthStar Asset Management (New Jersey)
New Jersey
$315K +$315K +1,063 New
FWA
2678
FSM Wealth Advisors
Ohio
$315K +$1.78K +6 +0.6%
DWA
2679
Delap Wealth Advisory
Oregon
$314K +$314K +1,059 New
ACM
2680
AUA Capital Management
Pennsylvania
$314K
HW
2681
Hamilton Wealth
California
$313K +$296 +1 +0.1%
MWP
2682
Madison Wealth Partners
Wisconsin
$313K +$87.2K +294 +39%
EGWAG
2683
Elwood & Goetz Wealth Advisory Group
Georgia
$312K +$16K +54 +5%
MSF
2684
Mustard Seed Financial
Arkansas
$312K +$312K +1,051 New
SDAM
2685
Shulman DeMeo Asset Management
New York
$312K +$33.8K +114 +12%
RI
2686
RWWM Inc
California
$311K
CFD
2687
Creative Financial Designs
Indiana
$310K +$79.8K +269 +35%
RF
2688
RHS Financial
California
$309K -$2.97K -10 -1%
CKAIS
2689
Christensen King & Associates Investment Services
Washington
$308K +$308K +1,039 New
LC
2690
Lavaca Capital
Texas
$308K -$1.33M -4,496 -81%
KFA
2691
Kapstone Financial Advisors
Ohio
$308K +$5.05K +17 +2%
PCM
2692
Presidio Capital Management
California
$307K -$12.7K -43 -4%
FL
2693
Fort LP
Maryland
$307K -$16K -54 -5%
FFA
2694
Florida Financial Advisors
Florida
$306K +$306K +1,031 New
MAC
2695
Mason & Associates (California)
California
$306K +$16K +54 +6%
MGIA
2696
Matthew Goff Investment Advisor
Texas
$305K
GAM
2697
Gemmer Asset Management
California
$305K +$34.7K +117 +13%
FW
2698
FirstPurpose Wealth
Utah
$305K +$6.82K +23 +2%
KLCM
2699
KG&L Capital Management
Louisiana
$305K -$2.08K -7 -0.7%
BFAG
2700
Blackston Financial Advisory Group
Florida
$305K -$31.7K -107 -9%