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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 %
GKWIM
2776
Gerber Kawasaki Wealth & Investment Management
California
$276K -$16.3K -55 -6%
PCTC
2777
Perkins Coie Trust Company
Washington
$275K -$13.6K -46 -5%
CP
2778
Coho Partners
Pennsylvania
$275K +$275K +927 New
MCM
2779
McDonough Capital Management
Florida
$274K +$297 +1 +0.1%
SWMP
2780
Signature Wealth Management Partners
New Jersey
$273K
MTWM
2781
Masso Torrence Wealth Management
New Jersey
$272K +$272K +917 New
CP
2782
Castleview Partners
Texas
$272K +$70K +236 +35%
GA
2783
Greytown Advisors
Florida
$272K +$593 +2 +0.2%
RIM
2784
RW Investment Management
Idaho
$272K
ACC
2785
Acorn Creek Capital
Colorado
$270K +$270K +910 New
SPWM
2786
Spartan Planning & Wealth Management
North Carolina
$269K +$232K +781 +620%
WWM
2787
Wagner Wealth Management
South Carolina
$269K +$11.3K +38 +4%
FC
2788
Forte Capital
New York
$269K -$29.7K -100 -10%
VCAM
2789
Van Cleef Asset Management
Ohio
$268K +$1.48K +5 +0.6%
VAG
2790
VisionPoint Advisory Group
Texas
$267K -$85.1K -287 -24%
NAMM
2791
NorthStar Asset Management (Massachusetts)
Massachusetts
$267K
PA
2792
Prism Advisors
California
$266K +$266K +898 New
CCWM
2793
Correct Capital Wealth Management
Missouri
$266K +$266K +898 New
TCPWM
2794
Traverso Chambers Private Wealth Management
California
$266K +$4.45K +15 +2%
CSIA
2795
Charles Schwab Investment Advisory
California
$266K +$266K +896 New
AR
2796
Apeiron RIA
Texas
$266K +$18.1K +61 +7%
WAM
2797
WFA Asset Management
Wisconsin
$265K -$37K -125 -12%
RWI
2798
Red Wave Investments
Pennsylvania
$265K +$12.5K +42 +5%
EFH
2799
Eaton Financial Holdings
Florida
$265K +$1.19K +4 +0.4%
MM
2800
MQS Management
New York
$265K -$766K -2,585 -74%