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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 %
AA
2626
Alesco Advisors
New York
$380K -$4.69K -15 -1%
S
2627
Sunpointe
Missouri
$379K -$279K -894 -42%
HWM
2628
Howard Wealth Management
Connecticut
$378K +$312 +1 +0.1%
VWA
2629
VSM Wealth Advisory
Maryland
$378K +$3.12K +10 +0.8%
RA
2630
Ruggaard & Associates
Ohio
$377K +$24.1K +77 +7%
EGA
2631
E&G Advisors
Texas
$377K – – –
SWA
2632
Strategies Wealth Advisors
Michigan
$376K +$376K +1,205 New
MWA
2633
Motive Wealth Advisors
Michigan
$376K -$37.2K -119 -9%
HCM
2634
Highview Capital Management
Illinois
$376K – – –
FWA
2635
FSM Wealth Advisors
Ohio
$375K +$38.4K +123 +11%
LWM
2636
Liberty Wealth Management
California
$375K +$8.44K +27 +2%
CWA
2637
CJM Wealth Advisers
Virginia
$375K -$1.56K -5 -0.4%
AW
2638
Atlas Wealth
Ohio
$375K – – –
BWP
2639
Baldwin Wealth Partners
Massachusetts
$375K -$312 -1 -0.1%
MGWM
2640
Marks Group Wealth Management
Minnesota
$375K – – –
GSAM
2641
Grant Street Asset Management
Pennsylvania
$374K – – –
TA
2642
TPG Advisors
Illinois
$374K – – –
BWM
2643
Birchcreek Wealth Management
Ohio
$374K – – –
AA
2644
Auxano Advisors
Washington
$374K +$42.2K +135 +13%
TCM
2645
Tufton Capital Management
Maryland
$373K -$9.38K -30 -2%
LCS
2646
Levin Capital Strategies
New York
$373K -$316K -1,013 -46%
SFG
2647
Shum Financial Group
California
$373K -$10K -32 -3%
SAM
2648
Satovsky Asset Management
New York
$373K +$2.19K +7 +0.6%
NCM
2649
Northside Capital Management
Oregon
$372K – – –
MWA
2650
Mills Wealth Advisors
Texas
$372K +$150K +479 +67%
104 105
106
107 108