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McDonald's

3,167 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 381 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
3,167
Holders Change
+188
Holders Change %
+6.31%
% of All Funds
46.43%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
381
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 %
IHWM
3076
Iron Horse Wealth Management
Iowa
$60.5K -$6.23K -21 -9%
MSWM
3077
Mowery & Schoenfeld Wealth Management
Illinois
$60.3K +$60.3K +203 New
FWM
3078
FSA Wealth Management
Massachusetts
$60K +$60K +203 New
WIA
3079
Wetzel Investment Advisors
Indiana
$60K +$60K +204 New
SA
3080
SRH Advisors
Kansas
$59.3K
A
3081
AJOVista
Massachusetts
$59K +$59K +199 New
PP
3082
PrairieView Partners
Minnesota
$59K -$31K -105 -34%
GWSA
3083
Global Wealth Strategies & Associates
Colorado
$58K +$296 +1 +0.5%
AWM
3084
AllSquare Wealth Management
New York
$57.2K
AFS
3085
Annapolis Financial Services
Maryland
$56K
MFA
3086
McClarren Financial Advisors
Pennsylvania
$54K +$295 +1 +0.5%
TLA
3087
Tanglewood Legacy Advisors
Texas
$53.7K
MFG
3088
Mendota Financial Group
Wisconsin
$50.4K +$50.4K +170 New
CH
3089
Canton Hathaway
Rhode Island
$49K
BBPWM
3090
Blue Bell Private Wealth Management
Pennsylvania
$47.6K +$11.2K +38 +31%
LWA
3091
Lowe Wealth Advisors
Maryland
$45.7K
TCG
3092
Transcendent Capital Group
Oklahoma
$45.4K +$45.4K +153 New
ACM
3093
Accent Capital Management
Ohio
$44.5K +$44.5K +150 New
BMC
3094
Bear Mountain Capital
Washington
$43.1K +$43.1K +148 New
PWA
3095
Providence Wealth Advisors
Illinois
$43.1K +$41.5K +39,508 +2,648%
WFA
3096
West Financial Advisors
Iowa
$43K -$5.04K -17 -10%
LFA
3097
Legend Financial Advisors
Pennsylvania
$42.5K
SFA
3098
Semmax Financial Advisors
North Carolina
$42.4K -$12.3K -43 -23%
PPWM
3099
PFG Private Wealth Management
Florida
$42.4K -$37.7K -127 -47%
CWM
3100
CarsonAllaria Wealth Management
Illinois
$40.7K -$5.65K -19 -12%