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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 %
CWA
2826
Continuum Wealth Advisors
New York
$256K +$14.5K +49 +6%
BBWP
2827
Beacon Bridge Wealth Partners
Pennsylvania
$254K -$40.3K -136 -14%
WMP
2828
Wealth Management Partners
Arizona
$254K
SEA
2829
Stegent Equity Advisors
Texas
$254K +$254K +856 New
JF
2830
Joule Financial
Kentucky
$254K -$21.6K -73 -8%
GIM
2831
Gold Investment Management
Alberta, Canada
$254K +$254K +855 New
BWG
2832
Berry Wealth Group
Texas
$253K +$253K +854 New
AP
2833
Adero Partners
California
$252K -$6.82K -23 -3%
PMG
2834
Private Management Group
California
$252K +$8.9K +30 +4%
SC
2835
Skylands Capital
Wisconsin
$252K
PI
2836
Pachira Investments
California
$252K +$14.8K +50 +6%
C
2837
Covestor
United Kingdom
$251K +$38.3K +129 +18%
HBW
2838
Hazlett, Burt & Watson
West Virginia
$250K +$73.2K +247 +41%
MWM
2839
Mascoma Wealth Management
New Hampshire
$250K
OAM
2840
Oberweis Asset Management
Illinois
$250K +$296 +1 +0.1%
PFG
2841
Pinnacle Financial Group
Illinois
$249K -$297 -1 -0.1%
IA
2842
Inspire Advisors
Idaho
$249K +$249K +841 New
LRWA
2843
Long Run Wealth Advisors
New York
$249K +$249K +840 New
CA
2844
Cambridge Advisors
Nebraska
$249K
NF
2845
NavPoint Financial
Minnesota
$248K +$248K +837 New
LWM
2846
Liberty Wealth Management
California
$248K -$82.1K -208 -25%
KFG
2847
Kingdom Financial Group
Arizona
$248K -$138K -465 -36%
MFT
2848
Moisand Fitzgerald Tamayo
Florida
$247K -$593 -2 -0.2%
IWP
2849
Innova Wealth Partners
Pennsylvania
$247K -$15.4K -52 -6%
G
2850
GenTrust
Florida
$247K