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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 %
PWG
1401
Portside Wealth Group
Utah
$1.78M -$97K -327 -5%
VFM
1402
Viking Fund Management
North Dakota
$1.78M +$593K +2,000 +50%
SC
1403
Schulhoff & Co
Ohio
$1.78M
CAI
1404
Capital Advisors Inc
Oklahoma
$1.78M -$70.9K -239 -4%
Kovitz Investment Group Partners
1405
Kovitz Investment Group Partners
Illinois
$1.78M +$73.8K +249 +4%
SWA
1406
SOA Wealth Advisors
New York
$1.77M -$146K -491 -8%
WCM
1407
Windsor Capital Management
Arizona
$1.77M -$7.12K -24 -0.4%
AF
1408
Apexium Financial
Texas
$1.76M +$1.19M +4,019 +210%
SF
1409
Symphony Financial
Texas
$1.76M +$434K +1,494 +33%
BFIC
1410
Bedell Frazier Investment Counselling
California
$1.75M -$7.41K -25 -0.4%
VDI
1411
Vaughan David Investments
Illinois
$1.74M +$20.8K +70 +1%
VAS
1412
Vestmark Advisory Solutions
Massachusetts
$1.74M -$99.3K -335 -5%
BFA
1413
Buttonwood Financial Advisors
Maryland
$1.74M -$54.3K -183 -3%
GWA
1414
GGM Wealth Advisors
Maryland
$1.74M -$24.3K -83 -1%
MC
1415
Martin & Co
Tennessee
$1.74M -$67.6K -228 -4%
BW
1416
Bison Wealth
Georgia
$1.74M -$121K -409 -7%
ADMI
1417
Albert D. Mason Inc
Massachusetts
$1.74M -$2.08K -7 -0.1%
BFA
1418
Beacon Financial Advisory
Ohio
$1.74M -$19K -64 -1%
TCM
1419
Traynor Capital Management
Pennsylvania
$1.73M +$249K +841 +17%
AAS
1420
Ameritas Advisory Services
Nebraska
$1.73M +$55K +189 +3%
AB
1421
Atlas Brown
Kentucky
$1.73M +$297 +1 +0%
HWA
1422
HCR Wealth Advisors
California
$1.73M +$315K +1,063 +22%
SW
1423
SteelPeak Wealth
California
$1.72M -$48.9K -165 -3%
GFP
1424
Gryphon Financial Partners
Ohio
$1.72M +$858K +2,935 +99%
PAMG
1425
Patton Albertson Miller Group
Tennessee
$1.71M