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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 %
DL
2101
DOHJ LLC
Washington
$662K +$662K +2,232 New
SIA
2102
Schear Investment Advisers
Ohio
$662K -$1.78K -6 -0.3%
TFP
2103
Tilia Fiduciary Partners
North Carolina
$658K -$86.6K -292 -12%
CIG
2104
Cullen Investment Group
Louisiana
$655K +$655K +2,208 New
FFO
2105
Fiduciary Family Office
Florida
$652K +$652K +2,200 New
MHR
2106
Matthew Hamilton Rosenberg
$652K -$30.2K -102 -4%
NAM
2107
NorthCrest Asset Manangement
Minnesota
$651K -$28.5K -96 -4%
MKC
2108
M. Kraus & Co
Vermont
$651K +$7.41K +25 +1%
TI
2109
tru Independence
Oregon
$650K -$8.01K -27 -1%
CWP
2110
Core Wealth Partners
California
$650K +$2.97K +10 +0.5%
VWM
2111
Vigilare Wealth Management
Arizona
$650K +$2.37K +8 +0.4%
HCM
2112
Hollencrest Capital Management
California
$650K +$296 +1 +0%
WWG
2113
West Wealth Group
California
$649K -$93.1K -314 -13%
MWM
2114
MinichMacGregor Wealth Management
New York
$649K +$649K +2,189 New
CWM
2115
Castle Wealth Management
Florida
$649K +$1.19K +4 +0.2%
LSA
2116
Lion Street Advisors
Texas
$649K -$2.08K -7 -0.3%
CAM
2117
Campion Asset Management
Virginia
$648K
SHFA
2118
SC&H Financial Advisors
Maryland
$648K
CD
2119
Chapin Davis
Maryland
$647K -$16.6K -56 -3%
PWM
2120
Paulson Wealth Management
Illinois
$646K +$168K +566 +35%
TIA
2121
Tiemann Investment Advisors
California
$646K
AAM
2122
Aureus Asset Management
Massachusetts
$645K +$15.1K +51 +2%
AC
2123
Allstate Corporation
Illinois
$645K -$97.8K -330 -13%
MTIC
2124
Missouri Trust & Investment Company
Missouri
$645K -$25.2K -85 -4%
CWA
2125
CM Wealth Advisors
Ohio
$642K