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McDonald's

2,989 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,147 increasing their positions, 1,249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,989
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.14%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.96%
New
174
Increased
1,147
Reduced
1,249
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1851
WealthShield Partners
North Carolina
$823K +$26.9K +90 +3%
KFA
1852
Kelleher Financial Advisors
New York
$823K
LCM
1853
LCM Capital Management
Illinois
$821K +$23.9K +80 +3%
CWM
1854
Connecticut Wealth Management
Connecticut
$821K +$162K +542 +25%
SWP
1855
Semus Wealth Partners
Florida
$817K +$40.6K +136 +5%
SCI
1856
Stableford Capital II
Arizona
$816K +$816K +2,837 New
HFAS
1857
Hummer Financial Advisory Services
Illinois
$815K
VPP
1858
Vertex Planning Partners
Illinois
$814K +$269K +903 +49%
GPI
1859
General Partner Inc
Pennsylvania
$814K
RDWM
1860
Red Door Wealth Management
Tennessee
$813K +$24.2K +81 +3%
CAMV
1861
Concord Asset Management (Virginia)
Virginia
$813K +$138K +462 +20%
CD
1862
Chapin Davis
Maryland
$811K +$2.69K +9 +0.3%
GFS
1863
GYL Financial Synergies
Connecticut
$811K -$38.8K -130 -5%
PFA
1864
Pure Financial Advisors
California
$811K +$97K +325 +14%
HIF
1865
Hill Island Financial
Michigan
$808K -$298 -1 -0%
BAM
1866
BOS Asset Management
Illinois
$802K
9WM
1867
9258 Wealth Management
Ohio
$802K -$36.4K -122 -4%
FPWM
1868
FSB Premier Wealth Management
Iowa
$801K -$2.98K -10 -0.4%
V
1869
ViaWealth
Kansas
$801K
CA
1870
Cornerstone Advisory
Maryland
$800K -$295K -987 -27%
TF
1871
TLWM Financial
Texas
$799K +$14.3K +48 +2%
CSPAM
1872
Cary Street Partners Asset Management
Virginia
$797K +$12.2K +41 +2%
GIA
1873
GHP Investment Advisors
Colorado
$797K -$16.7K -58 -2%
EA
1874
Eudaimonia Advisors
Tennessee
$797K +$17.9K +60 +2%
CANY
1875
Caxton Associates (New York)
New York
$797K +$338K +1,131 +73%