MCD icon

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 %
BC
2976
Barrett & Company
Rhode Island
$203K -$8.89K -30 -4%
SWP
2977
Summit Wealth Partners
Florida
$203K +$203K +686 New
LFGO
2978
Legacy Financial Group (Oklahoma)
Oklahoma
$203K -$67.3K -227 -25%
FWM
2979
Fonville Wealth Management
Virginia
$202K +$202K +682 New
SRWM
2980
Shira Ridge Wealth Management
California
$202K +$202K +682 New
BCMLT
2981
Beacon Capital Management LLC (Tennessee)
Tennessee
$202K -$92.2K -350 -31%
PWA
2982
PCG Wealth Advisors
Kansas
$201K -$87.5K -295 -30%
GMFG
2983
Greater Midwest Financial Group
Minnesota
$200K +$200K +675 New
BCB
2984
Brian C. Broderick
$200K -$59.3K -200 -23%
PAG
2985
Private Advisory Group
Washington
$200K -$58.1K -196 -23%
AA
2986
AlphaCentric Advisors
Puerto Rico
$200K -$28.2K -95 -12%
PWMG
2987
Private Wealth Management Group
New Jersey
$199K +$199K +672 New
AIM
2988
Access Investment Management
Georgia
$198K +$198K +668 New
WIM
2989
Westside Investment Management
California
$182K
EL
2990
EMFO LLC
Florida
$176K -$89K -300 -34%
HIIFS
2991
Harel Insurance Investments & Financial Services
Israel
$176K +$106K +360 +152%
TFGT
2992
TS Financial Group (TSFG)
Illinois
$173K -$34K -115 -16%
SWM
2993
Sugarloaf Wealth Management
Georgia
$171K -$8K -27 -4%
LFASL
2994
Lugano Financial Advisors SA (LFA)
Switzerland
$169K +$14.8K +50 +10%
BHWM
2995
Beaird Harris Wealth Management
Texas
$169K +$13.3K +45 +9%
SA
2996
Scarborough Advisors
Maryland
$168K +$168K +568 New
HWA
2997
HHM Wealth Advisors
Tennessee
$168K
RFG
2998
REAP Financial Group
Texas
$166K +$166K +561 New
T
2999
Tidemark
California
$162K +$162K +545 New
W
3000
WealthCollab
Washington
$158K +$158K +532 New