MCD icon

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 %
CIA
1076
Citadel Investment Advisory
Ohio
$3.13M
WA
1077
Wambolt & Associates
Colorado
$3.13M +$184K +622 +6%
NFG
1078
Nations Financial Group
Iowa
$3.12M +$33.5K +113 +1%
LKIM
1079
Lawson Kroeker Investment Management
Nebraska
$3.12M -$37.1K -125 -1%
SHFP
1080
Second Half Financial Partners
Florida
$3.12M +$3.12M +10,524 New
JIC
1081
Joel Isaacson & Co
New York
$3.11M +$11.9K +40 +0.4%
ACM
1082
Alta Capital Management
Utah
$3.1M +$147K +497 +5%
SAM
1083
Synergy Asset Management
Washington
$3.09M +$547K +1,844 +21%
SPIS
1084
Steward Partners Investment Solutions
Oregon
$3.09M +$3.09M +10,428 New
CW
1085
CreativeOne Wealth
Kansas
$3.09M -$141K -476 -4%
CCA
1086
Checchi Capital Advisers
California
$3.09M +$12.5K +42 +0.4%
LFM
1087
LGT Fund Management
Liechtenstein
$3.09M +$740K +2,500 +32%
SPC
1088
Sigma Planning Corp
Michigan
$3.08M -$3.51M -11,821 -53%
GA
1089
GSG Advisors
New Jersey
$3.08M +$3.08M +10,454 New
RWM
1090
RKL Wealth Management
Pennsylvania
$3.06M -$231K -779 -7%
S
1091
SimplyRich
California
$3.05M +$10.1K +34 +0.3%
CT
1092
Chicago Trust
Illinois
$3.05M -$307K -1,035 -9%
BTI
1093
Blue Trust Inc
Georgia
$3.05M +$5.8K +22 +0.2%
FBT
1094
First Bankers Trust
Kentucky
$3.04M +$463K +1,561 +18%
CWS
1095
Confluence Wealth Services
Pennsylvania
$3.04M -$35K -118 -1%
CIM
1096
Chiron Investment Management
New York
$3.03M -$7.42M -25,041 -71%
IAS
1097
Insigneo Advisory Services
Florida
$3.03M +$897K +3,027 +42%
HB
1098
HTLF Bank
Colorado
$3.03M +$3.03M +10,215 New
SL
1099
Salomon & Ludwin
Virginia
$3.03M
PP
1100
Patten & Patten
Tennessee
$3.02M -$85.4K -288 -3%