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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 %
FSWA
2051
Financial Synergies Wealth Advisors
Texas
$714K -$75.9K -288 -10%
HWM
2052
Horizon Wealth Management
Illinois
$714K +$33.8K +114 +5%
SFG
2053
SNS Financial Group
Minnesota
$713K +$16.3K +55 +2%
LPAM
2054
Lodestar Private Asset Management
California
$713K -$48.9K -165 -6%
MSFP
2055
Mark Sheptoff Financial Planning
Connecticut
$713K -$4.74K -16 -0.7%
SFG
2056
Sovereign Financial Group
Connecticut
$713K +$43.3K +146 +6%
VST
2057
Van Strum & Towne
California
$712K
APWM
2058
Atlas Private Wealth Management
New York
$711K +$24K +81 +3%
AIM
2059
Acropolis Investment Management
Missouri
$708K +$26.7K +90 +4%
1WA
2060
180 Wealth Advisors
Washington
$706K +$5.35K +18 +0.8%
BI
2061
Ballast Inc
Kentucky
$706K +$66.7K +225 +10%
AWA
2062
Aletheian Wealth Advisors
Washington
$706K -$2.67K -9 -0.4%
NP
2063
Ninepoint Partners
Ontario, Canada
$705K +$29.7K +100 +4%
AIM
2064
Avity Investment Management
Connecticut
$702K +$56.3K +190 +9%
FAT
2065
First American Trust
California
$700K +$48K +162 +7%
DOA
2066
D'Orazio & Associates
Virginia
$699K +$37.1K +125 +6%
FA
2067
Fiducient Advisors
Illinois
$698K +$197K +665 +39%
PAA
2068
Peregrine Asset Advisers
Oregon
$698K +$119K +401 +21%
CPC
2069
Congress Park Capital
New York
$695K
CHJWM
2070
Carlton Hofferkamp & Jenks Wealth Management
Texas
$694K +$9.01K +30 +1%
LAM
2071
L2 Asset Management
Massachusetts
$694K +$675K +2,278 +3,734%
SWM
2072
Seed Wealth Management
Illinois
$693K
OCG
2073
Opus Capital Group
Ohio
$691K -$29.6K -100 -4%
LA
2074
LM Advisors
California
$688K +$688K +2,320 New
SHGA
2075
Sand Hill Global Advisors
California
$686K +$37.9K +128 +6%