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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 %
IDBONY
2001
Israel Discount Bank of New York
New York
$511K -$42.2K -171 -8%
ABLA
2002
Alan B. Lancz & Associates
Ohio
$510K -$1.05K -4 -0.2%
RWG
2003
Regal Wealth Group
California
$509K
BFG
2004
Barber Financial Group
Kansas
$509K +$200K +808 +64%
PFA
2005
Pure Financial Advisors
California
$508K -$7.4K -30 -1%
CSB
2006
City State Bank
Iowa
$508K -$7.41K -30 -1%
PHAM
2007
Palisades Hudson Asset Management
Florida
$507K +$278K +1,128 +122%
MCM
2008
Marathon Capital Management
Maryland
$507K +$507K +2,055 New
CIM
2009
Contravisory Investment Management
Massachusetts
$506K +$70.8K +287 +16%
TPWM
2010
Twelve Points Wealth Management
Massachusetts
$505K +$26.7K +108 +6%
SHFA
2011
SS&H Financial Advisors
Michigan
$504K
WA
2012
WealthTrust Axiom
Pennsylvania
$503K
DE
2013
Day & Ennis
Georgia
$503K +$1.24K +5 +0.2%
CFC
2014
Coyle Financial Counsel
Illinois
$502K -$10.4K -42 -2%
GRQ
2015
Gardner Russo & Quinn
Pennsylvania
$502K -$3.7K -15 -0.7%
PIA
2016
Powell Investment Advisors
Florida
$502K
RCM
2017
Raleigh Capital Management
North Carolina
$501K +$40.3K +163 +9%
BWM
2018
Baystate Wealth Management
Massachusetts
$500K -$1.98K -8 -0.4%
MIM
2019
MTM Investment Management
South Carolina
$500K +$1.52K +6 +0.3%
HIC
2020
Hartline Investment Corp
Illinois
$500K +$102K +477 +26%
TWP
2021
Tower Wealth Partners
Pennsylvania
$499K +$51.9K +210 +12%
EGM
2022
Engineers Gate Manager
New York
$496K -$1.31M -5,325 -73%
GIM
2023
Greylin Investment Management
Virginia
$496K -$50.6K -205 -9%
RFA
2024
Resurgent Financial Advisors
Georgia
$496K +$496K +2,011 New
YC
2025
Yarbrough Capital
Tennessee
$495K