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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 %
WW
2001
Westshore Wealth
California
$670K -$91.3K -306 -12%
DSC
2002
Duncker Streett & Co
Missouri
$669K +$7.46K +25 +1%
D
2003
Diversified
Delaware
$668K +$16.4K +55 +3%
SIA
2004
Schear Investment Advisers
Ohio
$668K -$21.8K -73 -3%
CB
2005
Centennial Bank
Arkansas
$667K -$447K -1,497 -40%
OHWA
2006
Oak Hill Wealth Advisors
Virginia
$667K -$282K -945 -30%
BHB
2007
Bank Hapoalim BM
Israel
$664K -$222K -745 -25%
AWMT
2008
AAFMAA Wealth Management & Trust
North Carolina
$664K
WI
2009
Wedgewood Investors
Pennsylvania
$664K
TIA
2010
Tiemann Investment Advisors
California
$662K -$8.95K -30 -1%
AI
2011
Axiom Investors
Connecticut
$662K +$662K +2,218 New
SFP
2012
Sandbox Financial Partners
Maryland
$662K +$103K +346 +18%
CPA
2013
Capital Planning Advisors
California
$662K +$27.8K +93 +4%
NRA
2014
NSI Retail Advisors
Pennsylvania
$657K -$59.6K -200 -8%
CA
2015
CSM Advisors
Pennsylvania
$657K -$59.6K -200 -8%
ISWM
2016
Independent Solutions Wealth Management
New York
$656K -$25.7K -86 -4%
WMS
2017
Wealth Management Solutions
Pennsylvania
$656K +$23K +77 +4%
CAM
2018
Campion Asset Management
Virginia
$653K
SHFA
2019
SC&H Financial Advisors
Maryland
$652K
CWM
2020
Castle Wealth Management
Florida
$652K -$105K -351 -14%
SHGA
2021
Sand Hill Global Advisors
California
$652K +$597 +2 +0.1%
LFM
2022
LGT Fund Management
Liechtenstein
$651K
HBT
2023
Heartland Bank & Trust
Illinois
$649K -$27.2K -91 -4%
VWM
2024
Vigilare Wealth Management
Arizona
$649K +$2.39K +8 +0.4%
AC
2025
AlphaCore Capital
California
$649K +$369K +1,235 +132%