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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 %
SWP
1951
Semus Wealth Partners
Florida
$830K +$3.85K +13 +0.5%
SIA
1952
Soltis Investment Advisors
Utah
$829K -$381K -1,286 -31%
9WM
1953
9258 Wealth Management
Ohio
$829K +$33.5K +113 +4%
GLLW
1954
Graves Light Lenhart Wealth
Virginia
$824K
APA
1955
Astoria Portfolio Advisors
New York
$822K +$413K +1,449 +101%
PMA
1956
Prudent Man Advisors
Illinois
$822K -$53.1K -179 -6%
EA
1957
Eudaimonia Advisors
Tennessee
$817K +$57.5K +194 +8%
PO
1958
Private Ocean
California
$812K -$130K -440 -14%
GWM
1959
Greenwich Wealth Management
Connecticut
$811K -$297 -1 -0%
FCFC
1960
First Citizens Financial Corp
Iowa
$810K -$65.2K -220 -7%
GPI
1961
General Partner Inc
Pennsylvania
$810K
HFAS
1962
Hummer Financial Advisory Services
Illinois
$809K
QC
1963
Quent Capital
New York
$808K +$37.7K +127 +5%
TSWM
1964
Tyler-Stone Wealth Management
Ohio
$805K +$4.75K +16 +0.6%
AWM
1965
Angeles Wealth Management
California
$802K +$45.4K +153 +6%
CCM
1966
Carlson Capital Management
Minnesota
$800K +$325K +1,095 +68%
BAM
1967
BOS Asset Management
Illinois
$797K
SAF
1968
Smith Anglin Financial
Texas
$797K +$2.67K +9 +0.3%
FPWM
1969
FSB Premier Wealth Management
Iowa
$796K
Nomura Holdings
1970
Nomura Holdings
Japan
$795K -$2.72M -9,166 -77%
HWMG
1971
Hurlow Wealth Management Group
Indiana
$793K -$26.7K -90 -3%
V
1972
ViaWealth
Kansas
$791K
RIG
1973
RiverFront Investment Group
Virginia
$789K +$21.3K +72 +3%
AI
1974
Arrien Investments
Idaho
$788K +$3.86K +13 +0.5%
TGAM
1975
TBH Global Asset Management
Tennessee
$787K -$65.2K -220 -8%