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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 %
RTC
2251
Riverview Trust Company
Washington
$552K
LAS
2252
LWM Advisory Services
Florida
$551K +$3.26K +11 +0.6%
TWM
2253
TriaGen Wealth Management
California
$550K -$1.48M -4,976 -73%
AGP
2254
Autumn Glory Partners
Texas
$550K
BWM
2255
BCS Wealth Management
Tennessee
$549K
SLT
2256
St Louis Trust
Missouri
$549K
CMI
2257
Clare Market Investments
Texas
$548K +$21.6K +73 +4%
WCM
2258
Wallace Capital Management
Texas
$547K +$117K +393 +27%
CSB
2259
City State Bank
Iowa
$547K
LD
2260
Lipe & Dalton
New York
$546K
OCPWS
2261
One Charles Private Wealth Services
Massachusetts
$546K -$16.6K -56 -3%
HP
2262
Hilltop Partners
Indiana
$545K +$3.26K +11 +0.6%
FA
2263
Faithward Advisors
Pennsylvania
$545K +$3.43K +12 +0.6%
JSW
2264
Journey Strategic Wealth
New Jersey
$545K +$274K +923 +101%
CIA
2265
Cape Investment Advisory
Georgia
$544K +$273K +919 +100%
CWM
2266
Centurion Wealth Management
Virginia
$542K -$13K -44 -2%
GJIA
2267
Glass Jacobson Investment Advisors
Maryland
$542K -$5.93K -20 -1%
HFM
2268
Hartford Funds Management
Pennsylvania
$541K +$35K +118 +7%
MAG
2269
MRA Advisory Group
New Jersey
$540K -$146K -491 -21%
DB
2270
Dravo Bay
Delaware
$540K +$4.45K +15 +0.8%
FB
2271
First Bancorp
Maine
$538K
SAMC
2272
Spectrum Asset Management (California)
California
$538K +$296 +1 +0.1%
MWM
2273
MBE Wealth Management
Wisconsin
$537K -$1.19K -4 -0.2%
LL
2274
LWMG LLC
Minnesota
$537K +$48K +162 +10%
MHWM
2275
Montz Harcus Wealth Management
Louisiana
$535K +$4.74K +16 +0.9%