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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 %
FWM
1851
Fairhaven Wealth Management
Illinois
$635K +$181K +733 +40%
WPC
1852
Wedmont Private Capital
Pennsylvania
$634K +$138K +559 +28%
JLBC
1853
J.L. Bainbridge & Co
Florida
$632K
AWM
1854
Angeles Wealth Management
California
$631K +$18.3K +74 +3%
CWM
1855
Castle Wealth Management
Florida
$631K +$631K +2,555 New
FSWA
1856
Financial Synergies Wealth Advisors
Texas
$629K +$629K +2,549 New
WWG
1857
West Wealth Group
California
$628K +$83.2K +337 +15%
TF
1858
TLWM Financial
Texas
$627K -$6.83K -28 -1%
FCA
1859
FLC Capital Advisors
California
$627K
BAAM
1860
Baker Avenue Asset Management
California
$627K +$175K +710 +39%
TFP
1861
Tilia Fiduciary Partners
North Carolina
$622K +$10.8K +43 +2%
HFA
1862
High Falls Advisors
New York
$621K
FCB
1863
First Command Bank
Texas
$621K +$61.7K +250 +11%
FCFS
1864
First Command Financial Services
Texas
$621K +$61.7K +250 +11%
BMO
1865
Beck Mack & Oliver
New York
$620K -$95.8K -388 -13%
AWA
1866
AmeriServ Wealth Advisors
Pennsylvania
$619K +$13.6K +55 +2%
DLCIG
1867
D.L. Carlson Investment Group
New Hampshire
$617K -$11.1K -45 -2%
SMH
1868
Sanders Morris Harris
Texas
$617K
TCOO
1869
Trust Company of Oklahoma
Oklahoma
$613K +$56.8K +230 +10%
CCA
1870
Childress Capital Advisors
Texas
$612K +$106K +428 +21%
PBF
1871
Petix & Botte Financial
California
$610K -$610K -2,471 -50%
HWMG
1872
Hurlow Wealth Management Group
Indiana
$608K -$8.15K -33 -1%
SIA
1873
Soltis Investment Advisors
Utah
$608K +$22K +89 +4%
ACA
1874
Ackerman Capital Advisors
Texas
$606K
SC
1875
Sepio Capital
Utah
$606K +$119K +483 +24%