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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 %
BWM
2126
BlackDiamond Wealth Management
New York
$407K -$1.78K -7 -0.4%
BWM
2127
BCGM Wealth Management
Indiana
$407K +$1.05K +4 +0.3%
VC
2128
Veracity Capital
Georgia
$406K -$31.8K -129 -7%
TAM
2129
Trillium Asset Management
Massachusetts
$405K +$49.4K +200 +14%
KM
2130
Kalos Management
Georgia
$404K -$8.34K -33 -2%
BIC
2131
Beach Investment Counsel
Pennsylvania
$404K
WH
2132
Willner & Heller
California
$404K +$4.69K +19 +1%
RWM
2133
RBA Wealth Management
California
$404K +$29.4K +119 +8%
B
2134
Bridgeworth
Alabama
$399K -$33.8K -137 -8%
MKC
2135
M. Kraus & Co
Vermont
$398K
SIS
2136
Sound Income Strategies
Florida
$397K +$988 +4 +0.2%
SIA
2137
Strategic Investment Advisors
Michigan
$397K +$130K +528 +49%
SPWG
2138
Sage Private Wealth Group
Illinois
$396K -$25K -101 -6%
MWP
2139
Meridian Wealth Partners
Pennsylvania
$396K +$87.4K +354 +28%
E
2140
Ergoteles
New York
$396K +$396K +1,605 New
CG
2141
Clarus Group
Texas
$395K +$989 +4 +0.3%
AAM
2142
Autus Asset Management
Arizona
$395K +$14.3K +58 +4%
PFA
2143
Pathway Financial Advisors
Vermont
$395K +$25.4K +103 +7%
PMG
2144
Private Management Group
California
$394K -$11.6K -47 -3%
XSC
2145
X-Square Capital
Puerto Rico
$394K -$1.23K -5 -0.3%
SFA
2146
Source Financial Advisors
New York
$394K +$29.6K +120 +8%
CWA
2147
CJM Wealth Advisers
Virginia
$393K +$19K +77 +5%
AA
2148
Addison Advisors
Vermont
$392K -$28.6K -116 -7%
TCBWMS
2149
Texas Capital Bank Wealth Management Services
Texas
$391K -$10.6K -43 -3%
CCM
2150
Carlson Capital Management
Minnesota
$391K +$28.9K +117 +8%