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McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2001
Concentric Wealth Management
California
$756K +$10.4K +35 +1%
CPW
2002
Cove Private Wealth
New York
$756K +$756K +2,550 New
FA
2003
Fiduciary Alliance
South Carolina
$756K -$15.7K -53 -2%
ARC
2004
Advisor Resource Council
Texas
$756K +$756K +2,548 New
TPWM
2005
Twelve Points Wealth Management
Massachusetts
$754K +$41.2K +139 +6%
ORC
2006
O'Rourke & Company
Massachusetts
$753K +$1.19K +4 +0.2%
IA
2007
IAM Advisory
Pennsylvania
$750K +$4.15K +14 +0.6%
SWIG
2008
Strategic Wealth Investment Group
Kentucky
$750K +$94K +317 +14%
NME
2009
Notis-McConarty Edward
$748K
OFS
2010
Oldfather Financial Services
Nebraska
$746K +$13.9K +47 +2%
AF
2011
Aldebaran Financial
$746K -$6.82K -23 -0.9%
FWM
2012
Fairhaven Wealth Management
Illinois
$745K -$38.6K -130 -5%
TF
2013
Threadgill Financial
Texas
$744K +$12.5K +42 +2%
GC
2014
Guidance Capital
Kentucky
$743K +$24.4K +82 +3%
HAS
2015
Holland Advisory Services
Florida
$743K +$3.86K +13 +0.5%
D
2016
Diversified
Delaware
$743K +$78.3K +264 +12%
BMO
2017
Beck Mack & Oliver
New York
$741K
TA
2018
TCM Advisors
West Virginia
$741K -$659K
KA
2019
Klingman & Associates
New York
$741K -$1.48K -5 -0.2%
MWPCG
2020
Measured Wealth Private Client Group
New Hampshire
$740K +$1.48K +5 +0.2%
KS
2021
Karpas Strategies
Connecticut
$740K +$3.26K +11 +0.4%
CST
2022
Charles Schwab Trust
Nevada
$739K -$273K -922 -27%
GA
2023
Geller Advisors
New York
$739K -$219K -739 -23%
ACG
2024
Allen Capital Group
Nebraska
$737K +$45.4K +153 +7%
KC
2025
Kingfisher Capital
North Carolina
$736K +$2.37K +8 +0.3%