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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 %
RCA
1051
Resonant Capital Advisors
Wisconsin
$3.28M -$182K -613 -5%
IC
1052
Inscription Capital
Texas
$3.27M +$85.4K +288 +3%
EFS
1053
Essex Financial Services
Connecticut
$3.27M -$2.97K -10 -0.1%
FNBOMD
1054
First National Bank of Mount Dora
Florida
$3.27M +$89.2K +301 +3%
CAM
1055
CPA Asset Management
Florida
$3.27M -$25.5K -86 -0.8%
WAAG
1056
Wealth Alliance Advisory Group
Kansas
$3.27M +$41.8K +141 +1%
DA
1057
Dillon & Associates
Michigan
$3.27M -$86.7K -292 -3%
TVWM
1058
Tower View Wealth Management
Wisconsin
$3.26M +$157K +530 +5%
OHWP
1059
Oak Harbor Wealth Partners
North Carolina
$3.26M
ACM
1060
AlphaStar Capital Management
North Carolina
$3.25M -$69.7K -235 -2%
SLA
1061
Silver Lake Advisory
Utah
$3.25M +$9.78K +33 +0.3%
PFA
1062
Pathway Financial Advisers
Indiana
$3.24M -$7.12K -24 -0.2%
FFA
1063
Farther Finance Advisors
California
$3.22M +$493K +1,664 +18%
AIC
1064
Argus Investors Counsel
New York
$3.22M +$46K +155 +1%
GL
1065
Graypoint LLC
New York
$3.21M +$88.4K +298 +3%
LGF
1066
LGT Group Foundation
Liechtenstein
$3.2M -$275K -931 -8%
RMAM
1067
Raab & Moskowitz Asset Management
New Jersey
$3.2M +$661K +2,228 +26%
CA
1068
CoreCap Advisors
Michigan
$3.19M -$816K -2,751 -20%
BB
1069
Berkshire Bank
Massachusetts
$3.19M +$143K +483 +5%
KJWM
1070
Kiley Juergens Wealth Management
Washington
$3.19M +$49.8K +168 +2%
CAG
1071
Csenge Advisory Group
Florida
$3.18M +$147K +496 +5%
TCWA
1072
Turtle Creek Wealth Advisors
Texas
$3.17M +$3.17M +10,702 New
FUBT
1073
First United Bank & Trust
Maryland
$3.17M -$68.8K -232 -2%
SSWM
1074
Smith Salley Wealth Management
North Carolina
$3.16M +$17.8K +60 +0.6%
VWMG
1075
Virginia Wealth Management Group
Virginia
$3.14M -$1.85M -6,232 -37%