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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 %
MW
1301
Marcum Wealth
Ohio
$2.08M -$8.9K -30 -0.4%
V
1302
VeraBank
Texas
$2.08M -$177K -596 -8%
AAM
1303
AR Asset Management
California
$2.08M
ATWA
1304
Arbor Trust Wealth Advisors
Michigan
$2.07M
BIM
1305
Baldwin Investment Management
Pennsylvania
$2.07M
BC
1306
Belmont Capital
California
$2.07M
SIAG
1307
Signet Investment Advisory Group
Rhode Island
$2.07M +$76.5K +258 +4%
ESBC
1308
E.S. Barr & Co
Kentucky
$2.07M +$30.8K +104 +2%
PBC
1309
Pavion Blue Capital
California
$2.06M
BONST
1310
Bank of Nova Scotia Trust
Ontario, Canada
$2.06M -$24.9K -84 -1%
AFM
1311
Abbot Financial Management
Massachusetts
$2.06M -$62K -209 -3%
CAS
1312
Coppell Advisory Solutions
Texas
$2.06M +$721K +2,432 +54%
Dodge & Cox
1313
Dodge & Cox
California
$2.06M -$14.8K -50 -0.7%
PIP
1314
Peachtree Investment Partners
Florida
$2.06M -$37.1K -125 -2%
WWM
1315
WT Wealth Management
Arizona
$2.05M +$475K +1,601 +30%
AO
1316
Advisor OS
Illinois
$2.04M +$47.7K +161 +2%
M1FG
1317
Mach-1 Financial Group
Arkansas
$2.03M -$1.8M -6,086 -47%
HCM
1318
Highlander Capital Management
New Jersey
$2.03M -$59K -199 -3%
GCA
1319
Genesee Capital Advisors
New York
$2.03M +$163K +551 +9%
GS
1320
GTS Securities
New York
$2.02M +$2.02M +6,820 New
MBT
1321
Montecito Bank & Trust
California
$2.02M +$44.5K +150 +2%
TPI
1322
Trust Point Inc
Wisconsin
$2.01M +$2.01M +6,788 New
BJL
1323
Brighton Jones LLC
Washington
$2M +$118K +397 +6%
SFM
1324
Signet Financial Management
New Jersey
$2M -$33.5K -113 -2%
TWM
1325
Trueblood Wealth Management
Ohio
$2M +$2M +6,739 New