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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 %
LFA
3051
Level Financial Advisors
New York
$90.1K -$297 -1 -0.3%
PAG
3052
Paladin Advisory Group
Iowa
$90.1K
AP
3053
Aspect Partners
Virginia
$89.5K +$89.5K +302 New
GFL
3054
Granite FO LLC
New Hampshire
$89K
MAM
3055
Marquette Asset Management
Minnesota
$89K
FPF
3056
First Pacific Financial
Washington
$89K
DI
3057
DAGCO Inc
Ohio
$86.6K +$86.6K +292 New
DWS
3058
Dynamic Wealth Strategies
California
$86.6K +$86.6K +292 New
DCM
3059
Disciplina Capital Management
Tennessee
$85.5K
CFS
3060
CGC Financial Services
Oregon
$84.2K
MME
3061
Meag Munich Ergo
Germany
$79.8K +$79.8K +269 New
TC
3062
Truvestments Capital
Florida
$79.4K +$296 +1 +0.4%
RG
3063
Retirement Group
California
$78.9K +$41.5K +140 +111%
LPP
3064
Life Planning Partners
Florida
$75.3K +$75.3K +254 New
KWAG
3065
Kiely Wealth Advisory Group
North Carolina
$72.7K +$72.7K +247 New
AP
3066
Arlington Partners
Alabama
$72.6K -$75.3K -254 -51%
TCA
3067
Trifecta Capital Advisors
Illinois
$72.6K
NC
3068
NewSquare Capital
Pennsylvania
$71.2K -$6.23K -21 -8%
BSWA
3069
Bromfield Sneider Wealth Advisors
Massachusetts
$71.2K
CJ
3070
Caitlin John
Michigan
$69.2K +$69.2K +234 New
AJ
3071
Ashburton (Jersey)
Jersey
$67K
POIA
3072
Pin Oak Investment Advisors
Texas
$67K
IUHSA
3073
Itau Unibanco Holding S.A.
Brazil
$64.9K +$64.9K +219 New
Loomis, Sayles & Company
3074
Loomis, Sayles & Company
Massachusetts
$62K +$2.09K +7 +3%
DPW
3075
DiNuzzo Private Wealth
Pennsylvania
$60.8K +$60.8K +205 New