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 %
FMI
1501
F/M Investments
District of Columbia
$1.51M -$29.9K -101 -2%
MA
1502
MCF Advisors
Kentucky
$1.51M +$9.19K +31 +0.6%
LWMM
1503
Legacy Wealth Management (Mississippi)
Mississippi
$1.51M -$326K -1,100 -18%
LC
1504
LCNB Corp
Ohio
$1.5M +$3.56K +12 +0.2%
FMN
1505
Financial Management Network
California
$1.5M +$50.9K +176 +4%
CFMC
1506
Curbstone Financial Management Corp
New Hampshire
$1.5M
OP
1507
ORG Partners
Indiana
$1.5M +$134K +450 +10%
BFM
1508
Boothbay Fund Management
New York
$1.5M -$927K -3,125 -38%
FAG
1509
Financial Advisory Group
Texas
$1.5M
SEM
1510
Suncoast Equity Management
Florida
$1.5M -$65.2K -220 -4%
STA
1511
Summit Trail Advisors
New York
$1.49M -$45.7K -154 -3%
WA
1512
Wealth Alliance
New York
$1.48M +$39.7K +134 +3%
AC
1513
Apella Capital
Connecticut
$1.48M -$16.9K -58 -1%
KA
1514
Kovack Advisors
Florida
$1.48M +$87.2K +294 +6%
BMC
1515
Beaton Management Company
Massachusetts
$1.48M -$356K -1,200 -19%
FFA
1516
Founders Financial Alliance
North Carolina
$1.48M -$10.1K -34 -0.7%
LS
1517
Livforsakringsbolaget Skandia
Sweden
$1.47M +$165K +557 +13%
PPWP
1518
Premier Path Wealth Partners
New Jersey
$1.47M +$1.47M +4,973 New
PBF
1519
Petix & Botte Financial
California
$1.47M
BCM
1520
Brown Capital Management
Maryland
$1.47M -$111K -375 -7%
VWA
1521
Visionary Wealth Advisors
Illinois
$1.47M
SP
1522
Successful Portfolios
Florida
$1.47M -$25.2K -85 -2%
SB
1523
Strategic Blueprint
Georgia
$1.46M +$213K +719 +17%
LF
1524
Lantz Financial
Illinois
$1.46M +$12.8K +43 +0.9%
BCM
1525
Becker Capital Management
Oregon
$1.46M +$18.7K +63 +1%