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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 %
LA
2926
LPF Advisors
Florida
$221K +$221K +746 New
SGC
2927
Slocum, Gordon & Co
Rhode Island
$221K +$29.7K +100 +15%
CWA
2928
Clarity Wealth Advisors
California
$221K +$221K +746 New
SFA
2929
Seneca Financial Advisors
New York
$221K +$221K +744 New
CWC
2930
Carolinas Wealth Consulting
North Carolina
$221K -$1.7K -159 -0.8%
BCM
2931
Bayesian Capital Management
New York
$220K +$220K +741 New
SP
2932
Systematic Portfolios
New York
$219K +$219K +739 New
RIM
2933
Rockbridge Investment Management
New York
$219K +$219K +738 New
CWA
2934
Cornerstone Wealth Advisors
Minnesota
$219K +$219K +738 New
RW
2935
Regimen Wealth
Georgia
$218K +$218K +737 New
FEM
2936
Fulcrum Equity Management
Texas
$218K -$58.4K -197 -21%
SSWG
2937
Seven Springs Wealth Group
Tennessee
$218K +$218K +735 New
BCPWM
2938
Bradley & Co Private Wealth Management
Florida
$218K
BWM
2939
Baron Wealth Management
Michigan
$217K +$217K +733 New
CCM
2940
Chiron Capital Management
Florida
$216K +$216K +730 New
CPA
2941
Capital Performance Advisors
California
$216K +$216K +730 New
WCG
2942
Weaver Consulting Group
California
$216K -$24.9K -84 -10%
OWA
2943
Outlook Wealth Advisors
Texas
$214K +$214K +723 New
QFA
2944
Quantum Financial Advisors
California
$214K -$199K -672 -48%
FMP
2945
Financial Management Professionals
Texas
$214K -$59K -199 -22%
MF
2946
Montis Financial
Massachusetts
$214K +$214K +721 New
FWM
2947
FMFE Wealth Management
New York
$214K +$214K +721 New
SWA
2948
Safir Wealth Advisors
New Hampshire
$212K +$212K +715 New
RWM
2949
Reston Wealth Management
Virginia
$212K +$212K +715 New
BG
2950
Benedetti & Gucer
Georgia
$212K -$22.2K -75 -10%