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McDonald's

3,145 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,299 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,145
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.59%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,299
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Shares
Change %
GP
1051
Girard Partners
Pennsylvania
$3.17M -$127K -450 -4%
BFM
1052
Boston Financial Management
Massachusetts
$3.15M -$15.8K -56 -0.5%
TW
1053
TritonPoint Wealth
Maryland
$3.15M -$1.44M -4,846 -31%
AC
1054
Abbrea Capital
California
$3.14M -$202K -715 -6%
TVWM
1055
Tower View Wealth Management
Wisconsin
$3.14M +$39.5K +140 +1%
PDL
1056
Portfolio Design Labs
California
$3.14M +$1.56M +5,533 +99%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$3.14M -$146K -517 -4%
BCP
1058
Blackhawk Capital Partners
Wisconsin
$3.14M -$26.8K -95 -0.8%
JWCA
1059
J.W. Coons Advisors
Ohio
$3.14M +$282 +1 +0%
CC
1060
Courier Capital
New York
$3.13M -$13K -46 -0.4%
SB
1061
Simmons Bank
Arkansas
$3.13M -$104K -370 -3%
AWA
1062
Arkadios Wealth Advisors
Georgia
$3.13M -$156K -555 -5%
ECM
1063
Exchange Capital Management
Michigan
$3.13M -$3.38K -12 -0.1%
PIM
1064
Provident Investment Management
Michigan
$3.12M -$88.5K -314 -3%
LS
1065
Livforsakringsbolaget Skandia
Sweden
$3.11M +$1.7M +6,050 +122%
CAM
1066
CPA Asset Management
Florida
$3.11M
VNA
1067
Valley National Advisers
Pennsylvania
$3.1M -$58.9K -209 -2%
CT
1068
Chicago Trust
Illinois
$3.1M +$198K +702 +7%
SLA
1069
Silver Lake Advisory
Utah
$3.1M +$9.59K +34 +0.3%
SL
1070
Salomon & Ludwin
Virginia
$3.09M -$152K -540 -5%
RMAM
1071
Raab & Moskowitz Asset Management
New Jersey
$3.09M +$44.3K +157 +1%
BDA
1072
Borer Denton & Associates
Pennsylvania
$3.08M -$144K -512 -4%
OHWP
1073
Oak Harbor Wealth Partners
North Carolina
$3.08M -$20K -71 -0.6%
FUBT
1074
First United Bank & Trust
Maryland
$3.07M +$56.7K +201 +2%
RPWA
1075
Regent Peak Wealth Advisors
Georgia
$3.07M -$379K -1,344 -11%