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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 %
SSWM
2951
Strait & Sound Wealth Management
California
$211K +$211K +726 New
OWA
2952
Opal Wealth Advisors
New York
$211K +$211K +712 New
TC
2953
Trilogy Capital
California
$211K +$211K +712 New
TWM
2954
Triton Wealth Management
Arizona
$211K +$211K +720 New
WFS
2955
Walker Financial Services
Kentucky
$210K +$210K +709 New
CWP
2956
Curated Wealth Partners
California
$210K +$210K +707 New
DCM
2957
DGS Capital Management
New Jersey
$209K +$209K +706 New
BCM
2958
BluePath Capital Management
Georgia
$209K +$23K +78 +12%
FVWA
2959
Foster Victor Wealth Advisors
South Carolina
$208K +$208K +713 New
SIM
2960
Studio Investment Management
Illinois
$208K +$59.6K +201 +40%
FFA
2961
Frazier Financial Advisors
Ohio
$207K +$207K +699 New
SCM
2962
Saxony Capital Management
Missouri
$207K +$207K +699 New
MWA
2963
Mills Wealth Advisors
Texas
$207K +$207K +698 New
PA
2964
Pineridge Advisors
Missouri
$207K +$207K +697 New
KWM
2965
Koa Wealth Management
California
$206K +$206K +695 New
JF
2966
JSF Financial
California
$206K +$206K +693 New
REMPR
2967
Roof Eidam Maycock Peralta (REMP)
California
$205K +$205K +693 New
EWP
2968
Engrave Wealth Partners
Texas
$205K +$205K +693 New
RIA
2969
Retirement Investment Advisors
Oklahoma
$205K +$205K +693 New
FMTCOCP
2970
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$205K +$7.43K +25 +4%
TCMP
2971
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K +$205K +690 New
CCIA
2972
Cherry Creek Investment Advisors
Colorado
$204K +$204K +689 New
ACM
2973
Altrius Capital Management
North Carolina
$204K +$204K +687 New
MCM
2974
Mendel Capital Management
Arkansas
$204K +$204K +687 New
PWSG
2975
Pacific Wealth Strategies Group
California
$203K +$203K +686 New