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McDonald's

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M
Name Holding Trade Value Shares
Change
Shares
Change %
CRWM
1751
Castle Rock Wealth Management
California
$745K +$74.6K +295 +11%
PG
1752
Patten Group
Tennessee
$744K +$86.2K +341 +13%
AP
1753
Atwood & Palmer
Missouri
$743K -$30.4K -123 -4%
GC
1754
Gilbert & Cook
Iowa
$742K +$22.5K +91 +3%
WB
1755
West Bancorporation
Iowa
$741K
BC
1756
Blackhill Capital
New Jersey
$741K
AFM
1757
Andesa Financial Management
Pennsylvania
$741K +$71.1K +288 +11%
WF
1758
Warner Financial
Maryland
$741K +$93.9K +380 +15%
LNWTC
1759
Laird Norton Wetherby Trust Company
Washington
$738K -$49.1K -199 -6%
SFG
1760
SNS Financial Group
Minnesota
$737K +$6.17K +25 +0.8%
WIA
1761
Westbourne Investment Advisors
Maryland
$736K
9WM
1762
9258 Wealth Management
Ohio
$736K +$117K +472 +19%
AIA
1763
AIMZ Investment Advisors
California
$735K
SWM
1764
Stockman Wealth Management
Montana
$733K +$6.17K +25 +0.8%
PCMC
1765
Private Capital Management (Colorado)
Colorado
$732K
PS
1766
Planned Solutions
California
$732K
HHGA
1767
Halbert Hargrove Global Advisors
California
$732K +$20K +81 +3%
VCWA
1768
Vanguard Capital Wealth Advisors
Colorado
$731K -$59.2K -240 -7%
OPOWM
1769
One Plus One Wealth Management
Florida
$731K +$16.3K +66 +2%
JWBC
1770
John W. Bristol & Co
New York
$729K
RZH
1771
Relyea Zuckerberg Hanson
Connecticut
$729K +$27.4K +111 +4%
BIP
1772
Blueprint Investment Partners
North Carolina
$727K +$359K +1,454 +97%
RP
1773
Riverbridge Partners
Minnesota
$725K
MPIA
1774
Mountain Pacific Investment Advisers
Idaho
$724K
MWPCG
1775
Measured Wealth Private Client Group
New Hampshire
$723K -$70.4K -285 -9%