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McDonald's

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
2051
Holland Advisory Services
Florida
$578K +$280 +1 +0%
KWM
2052
KFG Wealth Management
Indiana
$578K +$76K +263 +15%
CWA
2053
Clearview Wealth Advisors
Oregon
$577K -$212K -757 -27%
TC
2054
Tacita Capital
Ontario, Canada
$576K -$11.2K -40 -2%
GWP
2055
Gateway Wealth Partners
Wisconsin
$575K -$22.1K -79 -4%
MCM
2056
Marathon Capital Management
Maryland
$575K
STA
2057
Summit Trail Advisors
New York
$574K +$197K +706 +52%
CG
2058
CFO4Life Group
Texas
$573K +$46.1K +165 +9%
BWM
2059
Baystate Wealth Management
Massachusetts
$573K +$3.92K +14 +0.7%
KFP
2060
KB Financial Partners
New Jersey
$571K +$98.7K +353 +21%
FCA
2061
FLC Capital Advisors
California
$570K
WA
2062
WealthTrust Axiom
Pennsylvania
$570K
3IP
2063
3Chopt Investment Partners
Virginia
$569K +$13.7K +49 +2%
SRAM
2064
Spouting Rock Asset Management
Pennsylvania
$568K +$568K +2,030 New
FSG
2065
Financial Strategies Group
Michigan
$566K +$27.1K +97 +5%
EIG
2066
Ellenbecker Investment Group
Wisconsin
$566K -$10.9K -39 -2%
PPP
2067
Private Portfolio Partners
New Jersey
$565K -$36.6K -131 -6%
BFG
2068
Berger Financial Group
Minnesota
$565K -$839 -3 -0.1%
WW
2069
Waterfront Wealth
Kansas
$564K -$6.43K -23 -1%
GIM
2070
Greylin Investment Management
Virginia
$562K
BDFN
2071
Bond & Devick Financial Network
Minnesota
$561K
TWP
2072
Tower Wealth Partners
Pennsylvania
$561K +$8.95K +32 +2%
LIG
2073
Lokken Investment Group
Delaware
$561K +$11.5K +41 +2%
BG
2074
Bollard Group
Massachusetts
$561K +$3.08K +11 +0.6%
YC
2075
Yarbrough Capital
Tennessee
$560K