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McDonald's

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
2001
Sciencast Management
New Jersey
$377K +$377K +1,632 New
OCM
2002
One Capital Management
California
$376K -$2.24K -10 -0.6%
VCG
2003
Vantage Consulting Group
Virginia
$376K +$120K +533 +47%
PP
2004
PDS Planning
Ohio
$375K +$21.1K +94 +6%
CAC
2005
Certified Advisory Corp
Florida
$375K +$375K +1,675 New
RCM
2006
Regency Capital Management
Hawaii
$373K +$373K +1,665 New
GAG
2007
GM Advisory Group
New York
$372K -$11.2K -50 -3%
EBT
2008
Enterprise Bank & Trust
Massachusetts
$371K -$4.49K -20 -1%
OFW
2009
Omnia Family Wealth
Florida
$371K
VCAM
2010
Van Cleef Asset Management
Ohio
$370K -$27.8K -124 -7%
JAM
2011
Jupiter Asset Management
United Kingdom
$369K +$38.1K +170 +12%
6F
2012
626 Financial
Michigan
$369K +$369K +1,494 New
GAM
2013
Gemmer Asset Management
California
$368K -$2.02K -9 -0.5%
UF
2014
Univest Financial
Pennsylvania
$368K +$19.5K +87 +6%
ML
2015
McAdam LLC
Pennsylvania
$368K +$368K +1,640 New
NL
2016
Navalign LLC
California
$368K +$368K +1,640 New
FWM
2017
Fairhaven Wealth Management
Illinois
$367K
TGAM
2018
TBH Global Asset Management
Tennessee
$367K +$15.9K +71 +5%
KFP
2019
KB Financial Partners
New Jersey
$367K +$367K +1,637 New
BIC
2020
Beach Investment Counsel
Pennsylvania
$366K
QVT
2021
Quantitative Value Technologies
Kansas
$366K +$366K +1,632 New
SC
2022
Sepio Capital
Utah
$365K -$105K -468 -22%
AWM
2023
Atticus Wealth Management
Florida
$365K +$1.57K +7 +0.4%
CTFG
2024
Capstone Triton Financial Group
Oklahoma
$365K +$14.4K +64 +4%
PCG
2025
Private Capital Group
Connecticut
$364K -$214K -952 -37%