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McDonald's

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
576
Luther King Capital Management (LKCM)
Texas
$7.3M +$43.2K +175 +0.6%
AWA
577
Arete Wealth Advisors
Illinois
$7.27M -$338K -1,370 -4%
WAOTB
578
Wealth Advisors of Tampa Bay
Florida
$7.25M +$259K +1,050 +4%
AFG
579
Albion Financial Group
Utah
$7.24M -$97.5K -395 -1%
TCOT
580
Trust Company of Toledo
Ohio
$7.22M -$28.1K -114 -0.4%
VVP
581
Venture Visionary Partners
Ohio
$7.17M +$249K +1,007 +4%
KWM
582
Kingsview Wealth Management
Oregon
$7.17M +$712K +2,885 +11%
SCA
583
Stokes Capital Advisors
South Carolina
$7.15M +$63.2K +256 +0.9%
PFP
584
Pinnacle Financial Partners
Tennessee
$7.15M +$537K +2,176 +8%
GAM
585
Gotham Asset Management
New York
$7.09M -$3.74M -15,162 -35%
PWP
586
Principle Wealth Partners
Connecticut
$7.05M -$217K -877 -3%
EWM
587
Edge Wealth Management
New York
$7.05M -$411K -1,664 -6%
EFIC
588
Eliot Finkel Investment Counsel
California
$7.04M -$136K -550 -2%
MHIC
589
Marble Harbor Investment Counsel
Massachusetts
$7.01M +$238K +965 +4%
RP
590
Rice Partnership
Hawaii
$7M +$102K +413 +1%
MIAN
591
Mariner Independent Advisor Network
Kansas
$6.96M +$1.16M +4,634 +20%
CM
592
Churchill Management
California
$6.94M +$466K +1,889 +7%
DIA
593
Dana Investment Advisors
Wisconsin
$6.91M -$3.03M -12,281 -30%
PMG
594
ProVise Management Group
Florida
$6.87M -$817K -3,309 -11%
CCG
595
Chatham Capital Group
Georgia
$6.87M -$148K -600 -2%
RVPG
596
Relative Value Partners Group
$6.84M +$213K +822 +3%
SPC
597
Sigma Planning Corp
Michigan
$6.83M +$27.7K +112 +0.4%
FM
598
Freemont Management
Switzerland
$6.81M -$346K -1,400 -5%
FB
599
Fulton Bank
Pennsylvania
$6.81M +$494 +2 +0%
BFA
600
Benedict Financial Advisors
Georgia
$6.77M +$232K +941 +4%