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McDonald's
MCD

Overview Fund Activity

2,979 hedge funds and large institutions have $131B invested in McDonald's in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,219 increasing their positions, 1,149 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,979
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
47.5%
Holding in Top 10
103
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.94%
% of All Funds
1.64%
New
159
Increased
1,219
Reduced
1,149
Closed
137
Calls
$2.1B
Puts
$1.91B
Net Calls
+$192M
Net Calls Change
-$603M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$208M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$207M
3
Bank of America
Bank of America
North Carolina
+$204M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$168M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$604M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$298M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$268M
4
AIM
Alphinity Investment Management
Australia
-$243M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
2001
Twelve Points Wealth Management
Massachusetts
$634K +$11.9K +45 +2%
VST
2002
Van Strum & Towne
California
$632K – – –
AC
2003
Avestar Capital
New York
$632K -$46.4K -176 -7%
AWA
2004
Aletheian Wealth Advisors
Washington
$629K -$49.5K -188 -7%
ZB
2005
Zions Bancorporation
Utah
$623K -$180K -684 -22%
KWM
2006
Keebeck Wealth Management
Illinois
$621K +$3.16K +12 +0.5%
1WA
2007
180 Wealth Advisors
Washington
$621K -$1.58K -6 -0.3%
SFG
2008
SNS Financial Group
Minnesota
$619K -$2.9K -11 -0.5%
PCP
2009
Proficio Capital Partners
Massachusetts
$618K +$63.8K +242 +12%
CPC
2010
Congress Park Capital
New York
$618K – – –
GC
2011
Garde Capital
Washington
$617K +$3.95K +15 +0.6%
OWA
2012
Octavia Wealth Advisors
Ohio
$617K +$47.2K +179 +8%
AGWCA
2013
Annis Gardner Whiting Capital Advisors
Florida
$617K +$617K +2,342 New
TF
2014
Threadgill Financial
Texas
$616K +$616K +2,466 New
GC
2015
Guidance Capital
Kentucky
$616K +$15.3K +60 +3%
LOIP
2016
Live Oak Investment Partners
Texas
$616K -$691K – –
SWM
2017
Seed Wealth Management
Illinois
$614K – – –
BFG
2018
Bouchey Financial Group
New York
$613K +$12.9K +49 +2%
SCP
2019
Silverleafe Capital Partners
Tennessee
$612K – – –
APWM
2020
Atlas Private Wealth Management
New York
$610K -$26.1K -99 -4%
MAG
2021
MRA Advisory Group
New Jersey
$609K +$125K +476 +26%
AC
2022
Applied Capital
Arkansas
$607K – – –
SA
2023
Strategic Advisors
New York
$606K -$24.8K -94 -4%
MHR
2024
Matthew Hamilton Rosenberg
$606K -$36.6K -139 -6%
VRM
2025
Vectors Research Management
New York
$606K -$784 -3 -0.1%
79 80
81
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