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McDonald's

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M
Name Holding Trade Value Shares
Change
Shares
Change %
EBT
2101
Enterprise Bank & Trust
Massachusetts
$428K +$19.5K +79 +5%
JBA
2102
Johnson Bixby & Associates
Washington
$428K +$40.8K +165 +11%
CAC
2103
Certified Advisory Corp
Florida
$427K -$20.8K -84 -5%
MCA
2104
MSH Capital Advisors
Arizona
$426K -$14.6K -59 -3%
PWA
2105
Physician Wealth Advisors
Utah
$426K +$6.88K +26 +2%
SAM
2106
Summit Asset Management
Tennessee
$425K -$29.1K -118 -6%
PCP
2107
Proficio Capital Partners
Massachusetts
$424K +$80K +324 +23%
OWM
2108
OneAscent Wealth Management
Alabama
$423K -$1.97K -8 -0.5%
SFP
2109
Sandbox Financial Partners
Maryland
$422K -$18.3K -74 -4%
FAN
2110
Financial Advisors Network
California
$422K
OIS
2111
Okabena Investment Services
Minnesota
$422K
CMA
2112
Cedar Mountain Advisors
Oregon
$422K +$3.95K +16 +0.9%
VFPI
2113
Vantage Financial Partners (Illinois)
Illinois
$420K
YWP
2114
YorkBridge Wealth Partners
New York
$420K
DOA
2115
D'Orazio & Associates
Virginia
$418K +$38K +154 +10%
FPIS
2116
Financial Planning & Information Services
Wisconsin
$416K -$25.9K -105 -6%
RRCM
2117
Rappaport Reiches Capital Management
Illinois
$415K +$86.5K +350 +26%
OFW
2118
Omnia Family Wealth
Florida
$415K +$6.17K +25 +2%
PWM
2119
Paulson Wealth Management
Illinois
$415K +$33.8K +137 +9%
MAM
2120
McLean Asset Management
Virginia
$413K +$1.76K +7 +0.4%
LSWM
2121
Lorne Steinberg Wealth Management
Canada
$411K
OIM
2122
Oder Investment Management
California
$411K +$107K +434 +35%
GAG
2123
GM Advisory Group
New York
$410K
QC
2124
Quent Capital
New York
$409K +$5.18K +21 +1%
DA
2125
DSC Advisors
Illinois
$407K -$66.5K -269 -14%