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McDonald's

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
2801
Stephens Consulting
Michigan
$130K
SSC
2802
Syverson Strege & Co
Iowa
$128K +$1.68K +6 +1%
JSAM
2803
J. Safra Asset Management
New York
$123K +$123K +441 New
BC
2804
Barrett & Company
Rhode Island
$123K
AI
2805
AdvisorShares Investments
Maryland
$122K +$89.5K +320 +276%
CAM
2806
Costello Asset Management
Pennsylvania
$119K -$13.7K -49 -10%
CFD
2807
Creative Financial Designs
Indiana
$118K +$15.1K +54 +15%
CCM
2808
Carderock Capital Management
Maryland
$116K +$116K +415 New
TCCM
2809
Timber Creek Capital Management
Massachusetts
$112K -$22.6K -81 -17%
NSG
2810
Nalls Sherbakoff Group
Tennessee
$107K +$107K +385 New
PCFFS
2811
Pacific Center for Financial Services
California
$105K +$105K +377 New
ACM
2812
Antonetti Capital Management
Florida
$105K
PP
2813
Pacifica Partners
Canada
$101K
IWP
2814
IAG Wealth Partners
Wisconsin
$100K -$4.47K -16 -4%
EARNEST Partners
2815
EARNEST Partners
Georgia
$100K
TCWA
2816
Ten Capital Wealth Advisors
Washington
$100K +$33.3K +119 +50%
TCM
2817
Tradewinds Capital Management
Washington
$97K -$13.4K -48 -12%
BSWA
2818
Bromfield Sneider Wealth Advisors
Massachusetts
$95.1K
AI
2819
AXS Investments
New York
$94.5K +$18.7K +67 +25%
RWM
2820
Ruedi Wealth Management
Illinois
$90.1K +$69.7K +249 +341%
FCT
2821
First Community Trust
Iowa
$90K -$19.9K -71 -18%
BIA
2822
Bell Investment Advisors
California
$89.8K -$7.83K -28 -8%
HIM
2823
Hillsdale Investment Management
Ontario, Canada
$89.5K +$67.1K +240 +300%
LFA
2824
Level Financial Advisors
New York
$85.3K -$559 -2 -0.7%
PAG
2825
Paladin Advisory Group
Iowa
$85K +$85K +304 New