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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 %
NCM
2651
Novare Capital Management
North Carolina
$371K +$61.8K +198 +20%
OBWG
2652
Onyx Bridge Wealth Group
New York
$371K +$32.5K +104 +10%
I2I
2653
Insight 2811 Inc
Illinois
$370K -$7.5K -24 -2%
TNA
2654
True North Advisors
Texas
$370K +$12.8K +41 +4%
GB
2655
Goepper Burkhardt
South Carolina
$370K – – –
Financial Engines Advisors
2656
Financial Engines Advisors
California
$370K -$238K -760 -39%
CYG
2657
Clean Yield Group
Vermont
$369K -$40.6K -130 -10%
BP
2658
Broadleaf Partners
Ohio
$369K – – –
SGI
2659
Summit Global Investments
Utah
$368K -$1.09M -3,486 -75%
PHAM
2660
Palisades Hudson Asset Management
Florida
$368K -$192K -612 -34%
CAU
2661
Caxton Associates (UK)
$368K +$368K +1,177 New
WHCI
2662
W.H. Cornerstone Investments
Massachusetts
$368K +$368K +1,177 New
BI
2663
BFI Infinity
Switzerland
$367K -$175K -560 -32%
HFS
2664
Hughes Financial Services
Virginia
$366K +$2.82K +9 +0.8%
TIM
2665
Total Investment Management
Arizona
$366K -$2.19K -7 -0.6%
CGA
2666
Crescent Grove Advisors
Illinois
$365K +$312 +1 +0.1%
CS
2667
Crescent Sterling
Louisiana
$363K – – –
LBC
2668
Leigh Baldwin & Co
New York
$363K -$230K -737 -39%
WPA
2669
Wealth Preservation Advisors
Tennessee
$362K +$362K +1,160 New
TPW
2670
Tiller Private Wealth
Pennsylvania
$362K – – –
CAM
2671
Claret Asset Management
Quebec, Canada
$362K +$12.5K +40 +4%
GAM
2672
Grandview Asset Management
Pennsylvania
$361K +$75.5K +242 +26%
MSFP
2673
Mark Sheptoff Financial Planning
Connecticut
$361K – – –
MWP
2674
Meredith Wealth Planning
Illinois
$361K -$13.1K -42 -4%
EFP
2675
Elser Financial Planning
Indiana
$361K -$12.5K -40 -3%
105 106
107
108 109