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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 %
VWM
2601
Vigilare Wealth Management
Arizona
$388K +$625 +2 +0.2%
LCG
2602
Lakeshore Capital Group
Illinois
$388K -$72.5K -232 -16%
AWM
2603
Avaii Wealth Management
Wisconsin
$386K +$3.44K +11 +0.9%
AWMT
2604
AAFMAA Wealth Management & Trust
North Carolina
$384K – – –
GWA
2605
Gratus Wealth Advisors
Virginia
$384K -$189K -604 -33%
RAM
2606
Readystate Asset Management
Illinois
$384K -$346K -1,108 -47%
RRA
2607
Round Rock Advisors
Connecticut
$384K +$4.06K +13 +1%
AWA
2608
Alaska Wealth Advisors
Alaska
$384K +$937 +3 +0.2%
TCM
2609
Triumph Capital Management
Colorado
$383K +$27.2K +87 +8%
TWM
2610
Tanager Wealth Management
United Kingdom
$383K +$383K +1,225 New
TWP
2611
Tempus Wealth Planning
California
$382K – – –
CFG
2612
Carr Financial Group
Massachusetts
$382K +$1.56K +5 +0.4%
TAM
2613
Trillium Asset Management
Massachusetts
$382K -$8.43K -27 -2%
CA
2614
Carson Advisory
Georgia
$382K -$6.25K -20 -2%
TRIA
2615
Trail Ridge Investment Advisors
Colorado
$381K -$72.2K -231 -16%
NME
2616
Notis-McConarty Edward
$381K -$14.4K -46 -4%
TFF
2617
The Family Firm
Maryland
$381K +$26.5K +85 +7%
AA
2618
Acorns Advisers
California
$381K +$47.8K +153 +14%
AW
2619
Alaethes Wealth
Nevada
$381K +$10.9K +35 +3%
BW
2620
BXM Wealth
Colorado
$381K +$1.25K +4 +0.3%
RMF
2621
Red Mountain Financial
Colorado
$380K – – –
SFG
2622
Sather Financial Group
Texas
$380K +$41.5K +133 +12%
PSP
2623
Principal Street Partners
Tennessee
$380K – – –
NECFA
2624
New England Capital Financial Advisors
Connecticut
$380K +$937 +3 +0.2%
DCBT
2625
Dakota Community Bank & Trust
North Dakota
$380K -$12.5K -40 -3%
103 104
105
106 107