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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 %
AIM
1951
Acropolis Investment Management
Missouri
$720K +$21.5K +72 +3%
DIM
1952
Delta Investment Management
California
$719K
GG
1953
Gleason Group
Kentucky
$716K -$214K -718 -23%
VST
1954
Van Strum & Towne
California
$716K
SA
1955
Strategic Advisors
New York
$715K -$57.6K -193 -7%
RB
1956
Renasant Bank
Mississippi
$714K -$21.2K -71 -3%
MW
1957
MBL Wealth
North Carolina
$712K -$25.4K -85 -3%
LGA
1958
Lebenthal Global Advisors
New York
$711K +$11K +37 +2%
TFP
1959
Tilia Fiduciary Partners
North Carolina
$709K -$23.3K -78 -3%
AWA
1960
AmeriServ Wealth Advisors
Pennsylvania
$709K -$29.8K -100 -4%
SFG
1961
SNS Financial Group
Minnesota
$705K -$194K -651 -22%
TPWM
1962
Twelve Points Wealth Management
Massachusetts
$705K +$41.5K +139 +6%
KWM
1963
Keebeck Wealth Management
Illinois
$700K
CFAM
1964
Coury Firm Asset Management
Pennsylvania
$700K +$1.79K +6 +0.3%
CPC
1965
Congress Park Capital
New York
$700K
TC
1966
Trust Company
Kansas
$697K +$20.3K +68 +3%
1WA
1967
180 Wealth Advisors
Washington
$697K -$19.5K -66 -3%
SWM
1968
Seed Wealth Management
Illinois
$696K
GWP
1969
Gateway Wealth Partners
Wisconsin
$696K +$82.4K +276 +13%
CWA
1970
CM Wealth Advisors
Ohio
$696K +$52K +177 +8%
GC
1971
Garde Capital
Washington
$694K
SCP
1972
Silverleafe Capital Partners
Tennessee
$693K
VRM
1973
Vectors Research Management
New York
$693K +$15.8K +53 +2%
HCM
1974
Hollencrest Capital Management
California
$692K -$14.6K -49 -2%
LOIP
1975
Live Oak Investment Partners
Texas
$691K -$664K