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McDonald's
MCD

Overview Fund Activity

3,371 hedge funds and large institutions have $163B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 1,366 increasing their positions, 1,335 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,371
Holders Change
+20
Holders Change %
+0.6%
% of All Funds
45.79%
Holding in Top 10
63
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+36.96%
% of All Funds
0.86%
New
228
Increased
1,366
Reduced
1,335
Closed
144
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.49B
3
Morgan Stanley
Morgan Stanley
New York
+$647M
4
Bank of America
Bank of America
North Carolina
+$562M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$676M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$597M
3
State Street
State Street
Massachusetts
-$292M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$198M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFT
2501
Alpha Family Trust
California
$442K – – –
BBA
2502
Braun-Bostich & Associates
Pennsylvania
$441K -$9.68K -31 -2%
TW
2503
Transform Wealth
Colorado
$437K -$39.4K -126 -8%
CWM
2504
Challenger Wealth Management
California
$435K +$3.75K +12 +0.9%
BWG
2505
Berry Wealth Group
Texas
$435K +$98.7K +316 +29%
CAAM
2506
Cornerstone Advisors Asset Management
Pennsylvania
$434K +$7.81K +25 +2%
KJHP
2507
K.J. Harrison & Partners
Ontario, Canada
$433K -$4.06M -12,990 -90%
FOA
2508
Five Oceans Advisors
California
$433K +$625 +2 +0.1%
AWAP
2509
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$431K – – –
OC
2510
Optima Capital
Oregon
$431K +$625 +2 +0.1%
SFS
2511
Symphony Financial Services
Ohio
$431K +$312 +1 +0.1%
SWC
2512
Spectrum Wealth Counsel
Indiana
$430K – – –
BWP
2513
BSW Wealth Partners
Colorado
$430K -$21.6K -69 -5%
CS
2514
Capital Square
Tennessee
$430K -$13.1K -42 -3%
BWM
2515
Blossom Wealth Management
California
$428K – – –
WCM
2516
Wallace Capital Management
Texas
$428K -$62.2K -199 -13%
PGIM
2517
Pacific Global Investment Management
California
$427K -$194K -620 -31%
CFG
2518
Certior Financial Group
Pennsylvania
$427K +$10.9K +35 +3%
STA
2519
Smith Thornton Advisors
Alabama
$427K -$3.12K -10 -0.7%
HFP
2520
Holistic Financial Partners
Indiana
$426K -$4.06K -13 -0.9%
LFG
2521
Lockerman Financial Group
California
$426K -$2.19K -7 -0.5%
SGWM
2522
Sterling Group Wealth Management
California
$425K – – –
LC
2523
Lavaca Capital
Texas
$425K – – –
BEAM
2524
Baker Ellis Asset Management
Washington
$424K +$2.5K +8 +0.6%
SIG
2525
Spinnaker Investment Group
California
$424K +$312 +1 +0.1%
99 100
101
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