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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 %
TC
1901
Trust Company
Kansas
$885K +$153K +515 +21%
WIA
1902
Westbourne Investment Advisors
Maryland
$884K
GPA
1903
Garrison Point Advisors
California
$884K
VPP
1904
Vertex Planning Partners
Illinois
$881K +$96.4K +325 +12%
B
1905
Bellecapital
Switzerland
$881K +$5.04K +17 +0.6%
TT
1906
TI-Trust
Illinois
$879K -$148K -500 -14%
SCI
1907
Stableford Capital II
Arizona
$876K -$28.2K -96 -3%
JWBC
1908
John W. Bristol & Co
New York
$875K
IAP
1909
Indie Asset Partners
Indiana
$875K -$2.67K -9 -0.3%
ZF
1910
Zhang Financial
Michigan
$874K +$23.1K +78 +3%
WAG
1911
Winthrop Advisory Group
Massachusetts
$872K +$32.6K +110 +4%
PFA
1912
Pure Financial Advisors
California
$870K +$93.1K +314 +12%
PTC
1913
Philadelphia Trust Company
Pennsylvania
$868K -$140K -473 -14%
PA
1914
PFG Advisors
Arizona
$868K -$3.26K -11 -0.4%
WC
1915
Whitney & Co
New York
$867K +$1.78K +6 +0.2%
AA
1916
Advisory Alpha
Michigan
$867K +$86.6K +292 +11%
HFS
1917
Heritage Financial Services
Massachusetts
$866K +$40.3K +136 +5%
CP
1918
Canopy Partners
Ohio
$866K +$866K +2,921 New
DAM
1919
Deltec Asset Management
New York
$864K +$864K +2,915 New
SWM
1920
Silverlake Wealth Management
Vermont
$863K -$88.9K -300 -9%
TAM
1921
Tucker Asset Management
Colorado
$863K +$13.3K +45 +2%
HDIM
1922
Hanson & Doremus Investment Management
Vermont
$860K +$13K +44 +2%
BMWM
1923
Brown Miller Wealth Management
Virginia
$859K +$593 +2 +0.1%
TF
1924
TLWM Financial
Texas
$857K +$10.1K +34 +1%
OFG
1925
OmniStar Financial Group
North Carolina
$857K +$37.7K +127 +5%