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McDonald's

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
AUB
526
Atlantic Union Bankshares
Virginia
$9.96M -$426K -1,616 -4%
API
527
Advisor Partners II
California
$9.91M +$499K +1,895 +5%
SFA
528
Sequoia Financial Advisors
Ohio
$9.89M -$1.66M -6,287 -14%
AHC
529
Adell Harriman & Carpenter
Texas
$9.89M -$401K -1,521 -4%
ACIM
530
Azimuth Capital Investment Management
Michigan
$9.82M -$355K -1,347 -3%
PWM
531
Perigon Wealth Management
California
$9.76M +$1.19M +4,529 +14%
BIA
532
Biondo Investment Advisors
Pennsylvania
$9.75M -$126K -475 -1%
BCM
533
Birmingham Capital Management
Alabama
$9.75M -$105K -400 -1%
CCFCSB
534
Cape Cod Five Cents Savings Bank
Massachusetts
$9.72M -$598K -2,270 -6%
FC
535
FORA Capital
Florida
$9.71M +$9.71M +36,851 New
BCM
536
Brookstone Capital Management
Illinois
$9.71M +$153K +567 +2%
RC
537
Roundview Capital
New Jersey
$9.61M +$18.2K +69 +0.2%
Jones Financial Companies
538
Jones Financial Companies
Missouri
$9.59M -$511K -1,941 -5%
CNC
539
Canandaigua National Corp
New York
$9.53M -$108K -409 -1%
HF
540
HRT Financial
New York
$9.5M +$4.38M +16,639 +86%
AAS
541
Avantax Advisory Services
Texas
$9.47M +$370K +1,404 +4%
VF
542
Vest Financial
Virginia
$9.43M +$12.6K +48 +0.1%
ACM
543
AlphaStar Capital Management
North Carolina
$9.37M -$298K -1,131 -3%
RWP
544
RWA Wealth Partners
Massachusetts
$9.34M +$267K +994 +3%
AM
545
Atwater Malick
Pennsylvania
$9.33M +$93.8K +356 +1%
1SB
546
1ST Source Bank
Indiana
$9.32M -$64K -243 -0.7%
RP
547
Rice Partnership
Hawaii
$9.32M +$359K +1,363 +4%
LC
548
Lincoln Capital
Nebraska
$9.24M -$153K -581 -2%
NMERB
549
New Mexico Educational Retirement Board
New Mexico
$9.23M -$738K -2,800 -7%
SC
550
Shellback Capital
Massachusetts
$9.22M -$659K -2,500 -7%