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 %
IWP
3026
IAG Wealth Partners
Wisconsin
$123K -$36.2K -122 -23%
SAG
3027
Spotlight Asset Group
Illinois
$121K
SSG
3028
Summit Securities Group
New York
$119K +$119K +400 New
TCCM
3029
Timber Creek Capital Management
Massachusetts
$119K
BCM
3030
Blume Capital Management
California
$119K +$39.1K +132 +49%
NSG
3031
Nalls Sherbakoff Group
Tennessee
$116K +$889 +3 +0.8%
RWM
3032
Ruedi Wealth Management
Illinois
$115K
GAMC
3033
Garner Asset Management Corp
Texas
$114K +$114K +400 New
AW
3034
Avion Wealth
Texas
$114K +$4.44K +15 +4%
PCFFS
3035
Pacific Center for Financial Services
California
$112K
AFWM
3036
Abich Financial Wealth Management
Virginia
$110K +$110K +371 New
JSAM
3037
J. Safra Asset Management
New York
$109K -$22.2K -75 -17%
OAJ
3038
Ogorek Anthony Joseph
New York
$108K -$1.94M -6,560 -95%
SVCP
3039
Silicon Valley Capital Partners
California
$106K +$593 +2 +0.6%
TCM
3040
Tradewinds Capital Management
Washington
$104K +$1.48K +5 +1%
ODG
3041
O'Dell Group
Ohio
$103K +$103K +349 New
EC
3042
EntryPoint Capital
New York
$99.3K +$99.3K +335 New
RS
3043
Rakuten Securities
Japan
$99.3K +$99.3K +335 New
AI
3044
Arvest Investments
Arkansas
$96.7K +$96.7K +325 New
HGA
3045
Hobbs Group Advisors
South Carolina
$95.2K +$95.2K +321 New
LAM
3046
Lummis Asset Management
Texas
$94.9K +$94.9K +320 New
AIM
3047
Arcadia Investment Management
Michigan
$94.6K
BIA
3048
Bell Investment Advisors
California
$93.4K +$8.01K +27 +9%
MCM
3049
MidAtlantic Capital Management
Virginia
$93.4K +$93.4K +315 New
FCT
3050
First Community Trust
Iowa
$91.6K