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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 %
RWB
1701
RMR Wealth Builders
New Jersey
$1.14M +$224K +757 +25%
WP
1702
WealthPLAN Partners
Nebraska
$1.14M -$15.1K -51 -1%
RSA
1703
River Street Advisors
Illinois
$1.14M +$70.6K +238 +7%
GD
1704
Grandfield & Dodd
New York
$1.14M -$29.4K -99 -3%
CCA
1705
Cottonwood Capital Advisors
Utah
$1.13M +$36.8K +124 +3%
HI
1706
Hendershot Investments
Virginia
$1.13M +$35K +118 +3%
WWM
1707
Wolff Wiese Magana
California
$1.13M +$976K +3,292 +633%
SAM
1708
Smartleaf Asset Management
Massachusetts
$1.13M +$1.13M +3,815 New
PFP
1709
Paragon Financial Partners
California
$1.13M -$40.6K -137 -3%
PFBT
1710
Parkside Financial Bank & Trust
Missouri
$1.13M +$73.5K +248 +7%
CSC
1711
Caldwell Sutter Capital
California
$1.13M +$11.3K +38 +1%
RIG
1712
Renaissance Investment Group
Massachusetts
$1.13M -$56.3K -190 -5%
NFA
1713
Northern Financial Advisors
Michigan
$1.13M -$58.1K -196 -5%
IA
1714
Insight Advisors
Pennsylvania
$1.13M -$9.79K -33 -0.9%
MA
1715
MBA Advisors
Pennsylvania
$1.12M +$6.52K +22 +0.6%
WF
1716
Wayfinding Financial
Washington
$1.12M -$84.2K -284 -7%
P
1717
&Partners
Tennessee
$1.12M +$785K +2,662 +234%
CAWM
1718
Capital Advisors Wealth Management
Washington
$1.12M -$27.3K -92 -2%
ACMA
1719
Arbor Capital Management (Alaska)
Alaska
$1.12M -$2.06K -7 -0.2%
BWP
1720
Balboa Wealth Partners
Arizona
$1.12M +$355K +1,196 +47%
KA
1721
KLCM Advisors
Wisconsin
$1.11M -$96.4K -325 -8%
JCM
1722
Jag Capital Management
Missouri
$1.11M -$2.14M -7,214 -66%
OIS
1723
Okabena Investment Services
Minnesota
$1.11M +$1.11M +3,753 New
AI
1724
Accredited Investors
Minnesota
$1.11M -$2.67K -9 -0.2%
DMBA
1725
Deseret Mutual Benefit Administrators
Utah
$1.11M -$386K -1,301 -26%