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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 %
DPI
1926
Diversified Portfolios Inc
Michigan
$561K +$121K +492 +28%
RIS
1927
Retirement Income Solutions
Michigan
$560K -$24K -97 -4%
OCG
1928
Opus Capital Group
Ohio
$560K
MAG
1929
MRA Advisory Group
New Jersey
$558K -$98.8K -400 -15%
SFS
1930
Summit Financial Strategies
Ohio
$557K +$149K +605 +37%
AIM
1931
Acropolis Investment Management
Missouri
$555K +$10.1K +41 +2%
BAS
1932
Brown Advisory Securities
Maryland
$554K -$31.5K -128 -5%
NAM
1933
NTV Asset Management
West Virginia
$554K +$988 +4 +0.2%
UC
1934
Unio Capital
New Jersey
$551K
KLWA
1935
Kelly Lawrence W & Associates
California
$549K
BFG
1936
Bouchey Financial Group
New York
$549K
PAM
1937
Private Asset Management
California
$547K -$13.6K -55 -2%
DSC
1938
Duncker Streett & Co
Missouri
$547K -$7.91K -32 -1%
CFAM
1939
Coury Firm Asset Management
Pennsylvania
$546K +$1.73K +7 +0.3%
LWP
1940
Lumature Wealth Partners
Georgia
$546K +$3.95K +16 +0.7%
BW
1941
Bison Wealth
Georgia
$546K +$16.5K +67 +3%
AMC
1942
Asset Management Corp
Illinois
$545K +$1.48K +6 +0.3%
NAMM
1943
NorthStar Asset Management (Massachusetts)
Massachusetts
$543K
FCT
1944
Family Capital Trust
Massachusetts
$543K
LB
1945
Legacy Bridge
Iowa
$543K
TA
1946
TCM Advisors
West Virginia
$543K -$519K
LCS
1947
Levin Capital Strategies
New York
$542K
TI
1948
tru Independence
Oregon
$542K +$115K +466 +27%
WW
1949
Waterfront Wealth
Kansas
$541K -$247 -1 -0%
FAT
1950
First American Trust
California
$540K -$486K -1,970 -47%