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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 %
IIL
2426
Insight Inv LLC
California
$430K
WFMPM
2427
Woodley Farra Manion Portfolio Management
Indiana
$429K -$44.5K -150 -9%
GWP
2428
Gateway Wealth Partners
Wisconsin
$428K -$330K -1,112 -44%
FHC
2429
First Heartland Consultants
Missouri
$428K -$50.1K -169 -10%
LIA
2430
LBMC Investment Advisors
Tennessee
$428K -$2.96K -10 -0.7%
EWS
2431
Eagle Wealth Strategies
New Jersey
$427K +$427K +1,441 New
SWP
2432
Significant Wealth Partners
Illinois
$427K +$427K +1,440 New
AIC
2433
Archer Investment Corporation
Indiana
$427K
TA
2434
TrueWealth Advisors
Alabama
$426K -$2.67K -9 -0.6%
TC
2435
Tsai Capital
New York
$425K
PWMG
2436
Provence Wealth Management Group
California
$425K -$19.6K -66 -4%
BIP
2437
Blueprint Investment Partners
North Carolina
$425K +$425K +1,431 New
IPWA
2438
International Private Wealth Advisors
California
$424K +$424K +1,431 New
SPWG
2439
Syntegra Private Wealth Group
Missouri
$424K +$9.49K +32 +2%
RIM
2440
Redwood Investment Management
Arizona
$424K -$279K -1,009 -40%
CWA
2441
Canvas Wealth Advisors
Kansas
$424K +$2.93K +10 +0.7%
NJBEST
2442
New Jersey Better Educational Savings Trust
New Jersey
$423K
DBIA
2443
Dumont & Blake Investment Advisors
New Jersey
$423K -$122K -410 -22%
PIMG
2444
Patriot Investment Management Group
Tennessee
$423K
SPWG
2445
Sage Private Wealth Group
Illinois
$422K -$6.23K -21 -1%
PFA
2446
Pettinga Financial Advisors
Indiana
$422K +$296 +1 +0.1%
KFS
2447
Kelly Financial Services
Massachusetts
$421K +$1.48K +5 +0.4%
SFG
2448
Sunburst Financial Group
Alabama
$421K +$74.7K +252 +22%
DWG
2449
Darden Wealth Group
Michigan
$421K +$421K +1,420 New
LIM
2450
Longfellow Investment Management
Massachusetts
$421K +$414K +1,397 +6,350%