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McDonald's

2,989 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,147 increasing their positions, 1,249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,989
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.14%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.96%
New
174
Increased
1,147
Reduced
1,249
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
2251
Groesbeck Investment Management
New Jersey
$471K
BWM
2252
BCGM Wealth Management
Indiana
$469K +$469K +1,571 New
PWM
2253
Paulson Wealth Management
Illinois
$468K +$163K +545 +53%
PFA
2254
Pathway Financial Advisors
Vermont
$468K
IDBONY
2255
Israel Discount Bank of New York
New York
$467K -$93.7K -314 -17%
AA
2256
Addison Advisors
Vermont
$465K +$11.6K +39 +3%
FAM
2257
Flaharty Asset Management
Florida
$462K -$26K -87 -5%
EM
2258
Excalibur Management
Massachusetts
$462K +$895 +3 +0.2%
FA
2259
Fiduciary Alliance
South Carolina
$462K +$103K +346 +29%
RB
2260
Richmond Brothers
Michigan
$460K -$26.3K -88 -5%
PSP
2261
Principal Street Partners
Tennessee
$460K
HIC
2262
Hartline Investment Corp
Illinois
$460K +$23.9K +80 +5%
CCP
2263
Cassia Capital Partners
North Carolina
$459K +$42.7K +143 +10%
CAL
2264
Capital Advisors Ltd
Ohio
$457K +$221K +742 +94%
MWP
2265
Meredith Wealth Planning
Illinois
$457K +$457K +1,431 New
SAM
2266
Sompo Asset Management
Japan
$457K -$89.5K -300 -16%
CAM
2267
Concorde Asset Management
Michigan
$456K +$81.5K +273 +22%
FPIS
2268
Financial Planning & Information Services
Wisconsin
$455K -$122K -410 -21%
LCGC
2269
Legacy Capital Group California
California
$454K +$454K +1,523 New
WLPWM
2270
Walled Lake Planning & Wealth Management
Illinois
$454K -$8.06K -27 -2%
FNBSF
2271
First National Bank Sioux Falls
South Dakota
$453K -$10.4K -35 -2%
PIA
2272
Perennial Investment Advisors
California
$453K -$29.8K -100 -6%
SIA
2273
SkyView Investment Advisors
New Jersey
$452K -$548K -1,839 -55%
SFS
2274
Summit Financial Strategies
Ohio
$448K
OLVIG
2275
Oliver Lagore Vanvalin Investment Group
Michigan
$448K