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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 %
SOS
2201
Silver Oak Securities
Tennessee
$581K +$236K +797 +69%
HCP
2202
Hexagon Capital Partners
Arkansas
$578K +$38.2K +129 +7%
MAM
2203
Marotta Asset Management
Virginia
$577K -$39.4K -133 -6%
FWM
2204
Fingerlakes Wealth Management
New York
$577K +$2.97K +10 +0.5%
DA
2205
Dover Advisors
Virginia
$576K -$320K -1,079 -36%
ACM
2206
Allred Capital Management
Texas
$575K -$6.23K -21 -1%
TWP
2207
Tower Wealth Partners
Pennsylvania
$575K -$890 -3 -0.2%
RA
2208
Riversedge Advisors
Delaware
$574K +$90.7K +306 +19%
SIA
2209
Strategic Investment Advisors
Michigan
$574K -$76.5K -258 -12%
GRQ
2210
Gardner Russo & Quinn
Pennsylvania
$573K
CBNLCF
2211
Cognios Beta Neutral Large Cap Fund
Kansas
$572K -$65.5K -221 -10%
GWA
2212
Gratus Wealth Advisors
Virginia
$572K +$572K +1,928 New
SFS
2213
Summit Financial Strategies
Ohio
$569K -$10.4K -35 -2%
PPP
2214
Private Portfolio Partners
New Jersey
$569K -$11K -37 -2%
OL
2215
OneFund LLC
Florida
$569K +$569K +1,918 New
NAM
2216
NTV Asset Management
West Virginia
$567K -$8.6K -29 -1%
PCA
2217
Prosperity Capital Advisors
Ohio
$567K -$14.2K -48 -2%
AFAS
2218
Acorn Financial Advisory Services
Virginia
$566K +$5.29K +18 +0.9%
Financial Engines Advisors
2219
Financial Engines Advisors
California
$566K +$213K +717 +60%
BDFN
2220
Bond & Devick Financial Network
Minnesota
$566K
SGK
2221
Steigerwald Gordon & Koch
Virginia
$566K +$7.12K +24 +1%
PA
2222
PSI Advisors
Florida
$565K -$285K -962 -34%
SWP
2223
Strategic Wealth Partners
Ohio
$564K -$69.1K -233 -11%
CWA
2224
Centennial Wealth Advisory
Michigan
$563K -$10.1K -34 -2%
ACP
2225
Aveo Capital Partners
Colorado
$563K +$71.2K +240 +14%