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 %
FM
1126
Family Management
New York
$2.88M +$2.88M +9,702 New
CTC
1127
Cetera Trust Company
Minnesota
$2.87M +$2.87M +9,679 New
IGGA
1128
Iron Gate Global Advisors
Utah
$2.87M -$39.1K -132 -1%
MA
1129
Modus Advisors
Minnesota
$2.86M +$75K +253 +3%
PRS
1130
Pinkerton Retirement Specialists
Idaho
$2.85M -$163K -550 -5%
NWM
1131
Northcape Wealth Management
New York
$2.85M -$15.1K -51 -0.5%
PS
1132
Principal Securities
Iowa
$2.84M +$2.84M +9,593 New
HAIM
1133
Hunter Associates Investment Management
Pennsylvania
$2.84M -$12.7K -43 -0.4%
RCWM
1134
Royal Capital Wealth Management
Indiana
$2.84M +$4.74K +16 +0.2%
JE
1135
JMAC Enterprises
Pennsylvania
$2.84M +$79.5K +268 +3%
CA
1136
CGN Advisors
Kansas
$2.83M -$16K -54 -0.6%
VIP
1137
Vista Investment Partners
Oklahoma
$2.83M +$2.83M +9,553 New
IIA
1138
ICW Investment Advisors
Arizona
$2.83M +$11.3K +38 +0.4%
FFM
1139
Forum Financial Management
Illinois
$2.82M -$192K -646 -6%
SG
1140
StoneX Group
New York
$2.81M +$292K +986 +12%
BHC
1141
Bowen Hanes & Co
Florida
$2.81M -$181K -610 -6%
PL
1142
Plancorp LLC
Missouri
$2.81M -$56K -189 -2%
LFS
1143
Legacy Financial Strategies
Kansas
$2.81M -$19.6K -66 -0.7%
HCM
1144
Howland Capital Management
Massachusetts
$2.8M -$5.04K -17 -0.2%
CIS
1145
Capital International Sarl
California
$2.8M +$291K +980 +12%
WFS
1146
Widmann Financial Services
Maryland
$2.8M -$13.3K -45 -0.5%
ANTB
1147
AMG National Trust Bank
Colorado
$2.8M -$66.4K -224 -2%
UAS
1148
United Asset Strategies
New York
$2.79M -$29.4K -99 -1%
KFP
1149
Keystone Financial Planning
Ohio
$2.79M +$33.8K +114 +1%
GSB
1150
Greenfield Savings Bank
Massachusetts
$2.78M -$22.2K -75 -0.8%