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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 %
VCM
2176
Virtue Capital Management
Tennessee
$597K -$155K -535 -21%
VC
2177
Veracity Capital
Georgia
$597K -$593 -2 -0.1%
SCM
2178
Stonebridge Capital Management
California
$597K
YC
2179
Yarbrough Capital
Tennessee
$594K
SMA
2180
Seven Mile Advisory
New Jersey
$593K -$7.41K -25 -1%
JWM
2181
Jupiter Wealth Management
Colorado
$593K
LIG
2182
Lokken Investment Group
Delaware
$592K +$12.2K +41 +2%
CWA
2183
Clearview Wealth Advisors
Oregon
$591K +$593 +2 +0.1%
WA
2184
WealthTrust Axiom
Pennsylvania
$590K
SFP
2185
Sandbox Financial Partners
Maryland
$590K -$35.6K -120 -6%
BWP
2186
Bernardo Wealth Planning
Pennsylvania
$589K +$33.8K +114 +6%
HP
2187
Holistic Planning
Texas
$588K +$588K +1,982 New
DWM
2188
Drive Wealth Management
Utah
$587K +$22.2K +75 +4%
AIA
2189
AIMZ Investment Advisors
California
$586K
SNB
2190
Security National Bank
Nebraska
$585K
SIG
2191
Spinnaker Investment Group
California
$584K +$1.48K +5 +0.3%
CPA
2192
Capital Planning Advisors
California
$584K +$25.2K +85 +5%
AIA
2193
Alera Investment Advisors
Illinois
$583K -$3.86K -13 -0.7%
CIA
2194
Cladis Investment Advisory
Montana
$583K
TC
2195
Tacita Capital
Ontario, Canada
$582K -$28.5K -96 -5%
GAG
2196
GM Advisory Group
New York
$582K +$84.5K +285 +17%
AWM
2197
Aprio Wealth Management
Georgia
$582K +$171K +578 +42%
DDC
2198
DF Dent & Co
Maryland
$582K +$11.9K +40 +2%
MMHP
2199
Murphy Middleton Hinkle & Parker
Georgia
$581K
DLA
2200
Douglas Lane & Associates
New York
$581K -$50.1K -169 -8%