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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 %
BP
1726
BBR Partners
New York
$1.11M -$76.5K -258 -6%
GBT
1727
Grove Bank & Trust
Florida
$1.11M -$49.8K -168 -4%
WDG
1728
Wealth Dimensions Group
Ohio
$1.11M -$112K -379 -9%
SG
1729
Somerset Group
Minnesota
$1.11M
BHBT
1730
Burke & Herbert Bank & Trust
Virginia
$1.11M -$5.34K -18 -0.5%
TA
1731
Townsend & Associates
Colorado
$1.1M -$6.31K -21 -0.6%
CG
1732
Corundum Group
Colorado
$1.1M +$18.1K +61 +2%
BWP
1733
BSW Wealth Partners
Colorado
$1.1M +$23.7K +80 +2%
AIS
1734
American Investment Services
Massachusetts
$1.1M +$6.23K +21 +0.6%
RCM
1735
Raleigh Capital Management
North Carolina
$1.1M +$3.85K +13 +0.4%
WAG
1736
Wiser Advisor Group
Arizona
$1.1M +$1.1M +3,701 New
FFG
1737
Frisch Financial Group
New York
$1.1M +$118K +397 +12%
GIM
1738
Goelzer Investment Management
Indiana
$1.09M +$169K +571 +18%
IFWM
1739
Institute for Wealth Management
Colorado
$1.09M -$26.1K -88 -2%
KGC
1740
Kennon-Green & Company
Ohio
$1.09M -$154K -521 -12%
EIA
1741
Eldridge Investment Advisors
New Hampshire
$1.09M
IP
1742
Intellectus Partners
California
$1.09M -$133K -447 -11%
AWE
1743
Avidian Wealth Enterprises
Texas
$1.09M -$856K -2,886 -44%
PWC
1744
PYA Waltman Capital
Tennessee
$1.09M +$41.2K +139 +4%
QWM
1745
Quadcap Wealth Management
Texas
$1.09M +$1.09M +3,666 New
HGERS
1746
Householder Group Estate & Retirement Specialist
Arizona
$1.09M +$18.7K +63 +2%
FFC
1747
First Financial Corp
Indiana
$1.09M +$59K +199 +6%
IFS
1748
Intelligent Financial Strategies
Minnesota
$1.09M +$297 +1 +0%
TSWM
1749
Triangle Securities Wealth Management
North Carolina
$1.09M +$2.37K +8 +0.2%
AFG
1750
Atomi Financial Group
New York
$1.09M +$647K +2,183 +148%