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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 %
OL
2276
Optas LLC
Texas
$309K +$38.3K +155 +14%
CIP
2277
Capital Insight Partners
Arizona
$308K -$15.8K -64 -5%
TIA
2278
Traphagen Investment Advisors
New Jersey
$307K -$17.5K -71 -5%
CWA
2279
Canvas Wealth Advisors
Kansas
$307K -$34.8K -141 -10%
RFA
2280
RTD Financial Advisors
Pennsylvania
$306K
CPA
2281
Capital Planning Advisors
California
$306K +$26.4K +107 +9%
MPW
2282
Monterey Private Wealth
California
$306K +$37.6K +152 +14%
GTCM
2283
Gyon Technologies Capital Management
New Jersey
$305K -$369K -1,496 -55%
APIM
2284
Agate Pass Investment Management
Washington
$305K -$44K -178 -13%
TCM
2285
Tufton Capital Management
Maryland
$305K
MGIA
2286
Matthew Goff Investment Advisor
Texas
$304K -$41.9K -170 -12%
OPTFSNA
2287
Old Point Trust & Financial Services N A
Virginia
$304K +$1.73K +7 +0.6%
PWA
2288
Phoenix Wealth Advisors
North Carolina
$304K +$8.65K +35 +3%
CIC
2289
Chase Investment Counsel
Virginia
$303K
KWM
2290
KerberRose Wealth Management
Wisconsin
$303K +$303K +1,226 New
IPW
2291
Inlet Private Wealth
Florida
$302K +$1.23K +5 +0.4%
PWAC
2292
Private Wealth Advisors (California)
California
$302K +$1.82K +7 +0.6%
AWA
2293
Alaska Wealth Advisors
Alaska
$302K +$6.16K +25 +2%
BLC
2294
Brown, Lisle/Cummings
Rhode Island
$300K +$1.73K +7 +0.6%
AIA
2295
Allied Investment Advisors
Montana
$300K -$65K -263 -18%
HFG
2296
Heron Financial Group
New York
$299K +$27.1K +110 +10%
CWA
2297
Clarus Wealth Advisors
Arizona
$298K -$24.8K -98 -8%
MWM
2298
Merriman Wealth Management
Washington
$297K -$5.19K -21 -2%
ACP
2299
Aveo Capital Partners
Colorado
$297K +$36.3K +147 +14%
T
2300
TRUADVICE
Florida
$297K +$297K +1,141 New