MCD icon

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 %
SA
2026
SL Advisors
New Jersey
$557K
GI
2027
GAMCO Investors
Connecticut
$557K +$19.8K +75 +4%
MAG
2028
MRA Advisory Group
New Jersey
$557K -$16.6K -63 -3%
WW
2029
Waterfront Wealth
Kansas
$556K -$48.2K -177 -8%
CA
2030
Cornerstone Advisors
North Carolina
$553K
SIM
2031
SSI Investment Management
California
$553K +$1.32K +5 +0.2%
TC
2032
Tacita Capital
Ontario, Canada
$553K
MFS
2033
Mirabella Financial Services
United Kingdom
$551K +$139K +529 +34%
SFS
2034
Summit Financial Strategies
Ohio
$548K -$4.22K -16 -0.8%
WMS
2035
Wealth Management Solutions
Pennsylvania
$547K -$5.79K -22 -1%
ECM
2036
Estabrook Capital Management
New York
$547K
MAM
2037
Marotta Asset Management
Virginia
$546K -$10.5K -40 -2%
FCCM
2038
First City Capital Management
Georgia
$546K -$86.7K -329 -14%
TPWM
2039
Twelve Points Wealth Management
Massachusetts
$546K -$1.05K -4 -0.2%
HAS
2040
Holland Advisory Services
Florida
$545K
EIG
2041
Ellenbecker Investment Group
Wisconsin
$544K +$12.9K +49 +2%
LCM
2042
Legato Capital Management
California
$543K +$543K +2,061 New
DG
2043
DMC Group
Alabama
$542K +$16.6K +63 +3%
MCM
2044
Marathon Capital Management
Maryland
$542K
DE
2045
Day & Ennis
Georgia
$539K +$1.32K +5 +0.2%
DDC
2046
DF Dent & Co
Maryland
$539K -$6.33K -24 -1%
WW
2047
Westshore Wealth
California
$539K -$26.4K -100 -5%
CPA
2048
Capital Planning Advisors
California
$538K -$69.8K -265 -11%
BFG
2049
Barber Financial Group
Kansas
$538K +$34.3K +130 +7%
CSC
2050
Caldwell Sutter Capital
California
$538K +$538K +2,040 New