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McDonald's

2,507 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,098 increasing their positions, 867 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,507
Holders Change
-10
Holders Change %
-0.4%
% of All Funds
44.03%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.07%
New
125
Increased
1,098
Reduced
867
Closed
99
Calls
$1.85B
Puts
$2.05B
Net Calls
-$203M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
2426
IAG Wealth Partners
Wisconsin
$73K
DFCM
2427
Dark Forest Capital Management
Puerto Rico
$72K -$416K -1,727 -85%
SA
2428
SRH Advisors
Kansas
$72K
CDIA
2429
Capital Directions Investment Advisors
Georgia
$71K -$14.6K -61 -17%
BFG
2430
Baron Financial Group
New Jersey
$69.9K
CCMW
2431
Cypress Capital Management (Wyoming)
Wyoming
$67K
PCFFS
2432
Pacific Center for Financial Services
California
$67K
Nisa Investment Advisors
2433
Nisa Investment Advisors
Missouri
$64.9K -$289 -1,200 -0.4%
CCM
2434
Carderock Capital Management
Maryland
$64K +$64K +265 New
AJ
2435
Ashburton (Jersey)
Jersey
$61K
ODG
2436
O'Dell Group
Ohio
$60K +$60K +250 New
MFM
2437
MD Financial Management
Ontario, Canada
$59K
TVWM
2438
Tower View Wealth Management
Wisconsin
$59K +$242 +1 +0.4%
IHWM
2439
Iron Horse Wealth Management
Iowa
$57K
MGIM
2440
M&G Investment Management
United Kingdom
$56.1K +$14.7K +60,923 +35%
RA
2441
Resolute Advisors
California
$55K
BA
2442
Bellwether Advisors
Nebraska
$51K
BIA
2443
Bell Investment Advisors
California
$51K +$51K +211 New
PP
2444
PrairieView Partners
Minnesota
$48K
BCM
2445
Blume Capital Management
California
$48K
CIAS
2446
CBIZ Investment Advisory Services
Ohio
$48K -$46K
BAM
2447
Baldrige Asset Management
Pennsylvania
$44K -$5.56K -23 -11%
GIA
2448
Goodwin Investment Advisory
Georgia
$41K
CH
2449
Canton Hathaway
Rhode Island
$40K +$40K +165 New
DI
2450
Disciplined Investments
Oklahoma
$38K