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McDonald's

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1426
Venturi Wealth Management
Texas
$1.7M +$112K +385 +7%
FFS
1427
Flavin Financial Services
Florida
$1.7M +$1.7M +5,860 New
BFIC
1428
Bedell Frazier Investment Counselling
California
$1.7M -$5.8K -20 -0.3%
AC
1429
Apella Capital
Connecticut
$1.69M -$173K -597 -9%
AA
1430
Altman Advisors
Illinois
$1.69M +$50.2K +173 +3%
MP
1431
McDonald Partners
Ohio
$1.69M -$15.9K -55 -0.9%
BHIA
1432
Birch Hill Investment Advisors
Massachusetts
$1.69M -$10.1K -35 -0.6%
EWM
1433
Evermay Wealth Management
Virginia
$1.68M -$25.2K -87 -1%
KA
1434
Kercheville Advisors
Texas
$1.68M -$73.9K -255 -4%
AIS
1435
AM Investment Strategies
Tennessee
$1.68M -$109K -376 -6%
LCM
1436
Landscape Capital Management
New Jersey
$1.68M -$2.35M -8,111 -58%
CUAMC
1437
China Universal Asset Management Company
China
$1.68M +$330K +1,140 +25%
SIM
1438
Stratos Investment Management
Ohio
$1.67M -$46.1K -159 -3%
PWP
1439
Precedent Wealth Partners
Texas
$1.67M +$9.86K +34 +0.6%
CP
1440
Cornerstone Planning
North Carolina
$1.67M +$1.67M +5,747 New
AIA
1441
AssuredPartners Investment Advisors
Florida
$1.66M +$1.66M +5,738 New
VDI
1442
Vaughan David Investments
Illinois
$1.66M +$1.45K +5 +0.1%
AWM
1443
Aries Wealth Management
Maine
$1.66M +$8.99K +31 +0.5%
HAC
1444
Harbor Advisory Corp
New Hampshire
$1.65M
GIP
1445
Granite Investment Partners
California
$1.65M -$141K -485 -8%
IAN
1446
Integrated Advisors Network
Texas
$1.65M -$46.4K -160 -3%
PWW
1447
Pettyjohn Wood & White
Virginia
$1.65M +$14.8K +51 +0.9%
HFS
1448
Heritage Financial Services
Massachusetts
$1.65M +$93.6K +323 +6%
AWM
1449
Accurate Wealth Management
Florida
$1.65M +$75.2K +266 +5%
MYIA
1450
Mount Yale Investment Advisors
Colorado
$1.65M +$117K +405 +8%