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McDonald's

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
LOIP
2001
Live Oak Investment Partners
Texas
$577K
LWP
2002
Lumature Wealth Partners
Georgia
$576K -$16.3K -62 -3%
CAM
2003
Campion Asset Management
Virginia
$576K
IP
2004
Ignite Planners
California
$575K +$87.6K +298 +18%
LFM
2005
LGT Fund Management
Liechtenstein
$574K
KWS
2006
Keystone Wealth Services
California
$572K +$1.58K +6 +0.3%
AIM
2007
Avity Investment Management
Connecticut
$572K -$71.7K -272 -11%
DA
2008
Detalus Advisors
Missouri
$572K +$89.9K +341 +19%
MMHP
2009
Murphy Middleton Hinkle & Parker
Georgia
$571K -$35.6K -135 -6%
CWA
2010
CM Wealth Advisors
Ohio
$571K
VWM
2011
Vigilare Wealth Management
Arizona
$569K +$1.85K +7 +0.3%
CF
2012
Corrigan Financial
Rhode Island
$569K -$3.95K -15 -0.7%
JSL
2013
JT Stratford LLC
Georgia
$568K +$21.3K +81 +4%
MFA
2014
Millington Financial Advisors
Illinois
$568K +$568K +2,154 New
PPP
2015
Private Portfolio Partners
New Jersey
$567K -$113K -430 -17%
PO
2016
Private Ocean
California
$566K -$1.32K -5 -0.2%
HDIM
2017
Hanson & Doremus Investment Management
Vermont
$563K -$79.1K -300 -12%
GWP
2018
Gateway Wealth Partners
Wisconsin
$563K +$563K +2,135 New
MLFP
2019
MPS Loria Financial Planners
Illinois
$561K +$29.5K +112 +6%
AA
2020
Advisory Alpha
Michigan
$560K +$29.8K +113 +6%
CFP
2021
Catalyst Financial Partners
Massachusetts
$559K +$559K +2,121 New
JMF
2022
Johnson Midwest Financial
Iowa
$558K +$2.37K +9 +0.4%
HI
2023
Hudock Inc
Pennsylvania
$558K -$54.8K -208 -9%
BFPW
2024
BOK Financial Private Wealth
Colorado
$557K -$192K -730 -26%
LT
2025
Legacy Trust
Michigan
$557K +$557K +2,114 New