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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 %
FBFS
2026
First Business Financial Services
Wisconsin
$735K -$1.4M -4,708 -65%
OWA
2027
Octavia Wealth Advisors
Ohio
$735K +$40.6K +137 +6%
SCM
2028
Steele Capital Management
Iowa
$733K +$733K +2,471 New
OHWA
2029
Oak Hill Wealth Advisors
Virginia
$732K
NPFS
2030
Novak & Powell Financial Services
Florida
$731K +$731K +2,464 New
WCM
2031
Winthrop Capital Management
Indiana
$730K +$730K +2,464 New
IP
2032
Ignite Planners
California
$730K -$125K -422 -15%
NFSG
2033
Newbridge Financial Services Group
Florida
$728K +$169K +569 +30%
ACA
2034
Ackerman Capital Advisors
Texas
$726K
IIC
2035
Integrated Investment Consultants
Michigan
$724K -$890 -3 -0.1%
GIA
2036
GHP Investment Advisors
Colorado
$724K -$75.9K -256 -9%
MCCA
2037
Mill Creek Capital Advisors
Pennsylvania
$724K -$35.9K -121 -5%
RWP
2038
Ridgecrest Wealth Partners
California
$722K
HC
2039
Hamilton Capital
Ohio
$721K -$92.2K -311 -11%
LB
2040
Legacy Bridge
Iowa
$720K
S
2041
Sunpointe
Missouri
$720K +$720K +2,428 New
TCWM
2042
Total Clarity Wealth Management
Illinois
$720K -$106K -357 -13%
KA
2043
Kozak & Associates
Colorado
$719K -$152K -522 -17%
GG
2044
Gleason Group
Kentucky
$719K +$4.15K +14 +0.6%
WIM
2045
WealthPlan Investment Management
Nebraska
$718K -$243K -821 -25%
GWM
2046
Gray Wealth Management
Maine
$718K -$33.8K -114 -4%
SA
2047
Strategic Advisors
New York
$717K +$34.4K +116 +5%
KWM
2048
Keebeck Wealth Management
Illinois
$716K +$16.3K +55 +2%
DLCIG
2049
D.L. Carlson Investment Group
New Hampshire
$716K -$4.38K -15 -0.6%
DIM
2050
Delta Investment Management
California
$716K -$5.63K -19 -0.8%