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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 %
KOC
2326
Koss-Olinger Consulting
Florida
$412K +$298 +1 +0.1%
RW
2327
REDW Wealth
New Mexico
$412K
HFP
2328
Holistic Financial Partners
Indiana
$411K -$8.36K -28 -2%
FCAG
2329
First Capital Advisors Group
New Jersey
$411K -$10.4K -35 -2%
MF
2330
Meridian Financial
Massachusetts
$410K
AFP
2331
Alpha Financial Partners
Kentucky
$410K +$48.6K +163 +13%
PAM
2332
Peak Asset Management
Colorado
$409K -$13.1K -44 -3%
WG
2333
Watchman Group
Texas
$409K -$19.4K -65 -5%
IAIM
2334
Industrial Alliance Investment Management
Quebec, Canada
$409K -$25.6M -85,939 -98%
MGWM
2335
Marks Group Wealth Management
Minnesota
$409K -$4.18K -14 -1%
AWS
2336
Arkfeld Wealth Strategies
Nebraska
$409K +$19.2K +65 +5%
SSW
2337
Stone Summit Wealth
Florida
$408K
WAS
2338
Winch Advisory Services
Wisconsin
$408K +$298 +1 +0.1%
CWA
2339
Consilium Wealth Advisory
Texas
$408K
CYG
2340
Clean Yield Group
Vermont
$406K -$895 -3 -0.2%
KCFA
2341
Key Client Fiduciary Advisors
New Jersey
$405K +$77K +258 +23%
UC
2342
Unio Capital
New Jersey
$405K -$59.7K -200 -13%
SFG
2343
Sunburst Financial Group
Alabama
$405K +$31K +104 +8%
MCP
2344
Mirador Capital Partners
California
$404K +$5.07K +17 +1%
PCMC
2345
Private Capital Management (Colorado)
Colorado
$404K -$34.6K -116 -8%
PSCM
2346
Per Stirling Capital Management
Texas
$403K -$87.5K -293 -18%
CGA
2347
Crescent Grove Advisors
Illinois
$403K -$48.6K -163 -11%
AWM
2348
Avaii Wealth Management
Wisconsin
$402K +$14K +47 +4%
LGG
2349
Luts & Greenleigh Group
Maryland
$402K -$23K -77 -5%
CIC
2350
Chase Investment Counsel
Virginia
$401K