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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 %
T
2876
TCWP
Ohio
$238K -$118K -398 -33%
WCWM
2877
Willow Creek Wealth Management
California
$238K -$593 -2 -0.2%
OCM
2878
Objective Capital Management
Ohio
$238K -$10.1K -34 -4%
SFS
2879
Strategic Financial Services
New York
$238K -$74.4K -251 -24%
LFA
2880
LifeGuide Financial Advisors
Pennsylvania
$238K
JSA
2881
Jacobson & Schmitt Advisors
Wisconsin
$237K -$2.67K -9 -1%
LWA
2882
Ledgewood Wealth Advisors
New Hampshire
$237K +$237K +800 New
AWM
2883
Adams Wealth Management
Utah
$237K -$39.7K -134 -14%
LJHT
2884
Laurie J. Hall Trustee
$237K
AWM
2885
Austin Wealth Management
Texas
$237K
WFA
2886
Websterrogers Financial Advisors
South Carolina
$236K +$236K +796 New
BFWA
2887
Benchmark Financial Wealth Advisors
Florida
$235K +$235K +792 New
CNWM
2888
Clay Northam Wealth Management
California
$235K
AWM
2889
Accel Wealth Management
Iowa
$234K +$234K +790 New
PCM
2890
Prelude Capital Management
New York
$234K -$297K -1,000 -56%
TIA
2891
Tandem Investment Advisors
South Carolina
$234K +$234K +790 New
BA
2892
Bristlecone Advisors
Washington
$233K -$29.7K -100 -11%
BAWM
2893
Bennett Associates Wealth Management
Pennsylvania
$233K +$233K +785 New
DF
2894
Dunhill Financial
United Kingdom
$232K -$69.4K -234 -23%
MSG
2895
Main Street Group
Virginia
$231K +$231K +780 New
CWS
2896
Cypress Wealth Services
California
$231K -$85.7K -289 -27%
B
2897
Bensler
Washington
$231K -$11.9K -40 -5%
FWI
2898
Facet Wealth Inc
Maryland
$231K +$231K +811 New
CCMI
2899
Creative Capital Management Investments
California
$230K -$15.1K -51 -6%
SCA
2900
Stuart Chaussee & Associates
California
$230K