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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 %
EWM
2901
Elevatus Welath Management
New York
$230K +$230K +776 New
CWMGP
2902
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$230K -$593 -2 -0.3%
WFG
2903
Wills Financial Group
Virginia
$230K -$57.5K -194 -20%
RW
2904
RVW Wealth
California
$230K
MWAM
2905
Manhattan West Asset Management
California
$229K -$24.3K -82 -10%
JCM
2906
Jacobsen Capital Management
Utah
$229K -$19.6K -66 -8%
SEEDPG
2907
S.E.E.D. Planning Group
New York
$229K
PCWA
2908
Pacific Capital Wealth Advisors
California
$229K
WAM
2909
WealthTrust Asset Management
Florida
$228K +$228K +769 New
ACP
2910
Arcus Capital Partners
Georgia
$228K
TWD
2911
True Wealth Design
Ohio
$228K +$212K +713 +1,320%
RGC
2912
Roberts, Glore & Co
Illinois
$227K
CC
2913
Commons Capital
Massachusetts
$227K -$5.04K -17 -2%
EVM
2914
Evelyn V. Moreno
$227K
GSIS
2915
Global Strategic Investment Solutions
Arizona
$226K -$11.9K -40 -5%
SWMG
2916
Signature Wealth Management Group
Georgia
$225K +$225K +760 New
FFA
2917
Fi3 Financial Advisors
Indiana
$225K -$54.5K -184 -20%
BIM
2918
Bullseye Investment Management
Ohio
$224K +$224K +757 New
PWAC
2919
Private Wealth Advisors (California)
California
$224K -$119K -402 -35%
LFP
2920
Leeward Financial Partners
Washington
$224K +$224K +755 New
WSWA
2921
Warren Street Wealth Advisors
California
$224K +$224K +754 New
AL
2922
ADE LLC
Maryland
$223K +$223K +753 New
TPM
2923
Triasima Portfolio Management
Quebec, Canada
$223K -$26.7K -90 -11%
OCM
2924
Orion Capital Management
California
$223K
GF
2925
Gabelli Funds
New York
$222K +$222K +750 New