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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 %
KFS
2676
Kelly Financial Services
Massachusetts
$360K +$625 +2 +0.2%
CFGSD
2677
Compass Financial Group (South Dakota)
South Dakota
$360K – – –
EIA
2678
Edgemoor Investment Advisors
Maryland
$359K – – –
CWM
2679
Cranbrook Wealth Management
Michigan
$359K -$14.7K -47 -4%
MW
2680
Maia Wealth
Colorado
$358K -$96.7K -306 -21%
TWM
2681
TCFG Wealth Management
California
$357K -$4.37K -14 -1%
AGP
2682
Aspire Growth Partners
Florida
$356K -$11.4K -36 -3%
AFS
2683
Access Financial Services
Minnesota
$356K – – –
NC
2684
Napatree Capital
Rhode Island
$356K +$90.6K +290 +34%
MWP
2685
Madison Wealth Partners
Wisconsin
$356K +$13.1K +42 +4%
MIM
2686
MTM Investment Management
South Carolina
$356K -$627 -2 -0.2%
PCS
2687
Private Client Services
Kentucky
$356K -$22.8K -73 -6%
AWM
2688
Ariadne Wealth Management
California
$355K +$75K +239 +27%
ICP
2689
Interchange Capital Partners
Pennsylvania
$355K +$7.5K +24 +2%
MPWS
2690
McCarter Private Wealth Services
Massachusetts
$355K +$28.1K +90 +9%
CG
2691
Clarus Group
Texas
$354K +$1.25K +4 +0.4%
4WM
2692
4J Wealth Management
Virginia
$354K +$11.9K +38 +3%
IRC
2693
Investors Research Corp
Georgia
$354K +$98.7K +316 +39%
NWM
2694
Northwest Wealth Management
Iowa
$353K +$1.25K +4 +0.4%
VCM
2695
Vision Capital Management
Oregon
$353K +$353K +1,130 New
SB
2696
Sunflower Bank
Texas
$353K – – –
PA
2697
Parkside Advisors
California
$352K – – –
BCM
2698
BluePointe Capital Management
California
$352K +$352K +1,126 New
PWA
2699
Phoenix Wealth Advisors
North Carolina
$351K -$6.25K -20 -2%
IFU
2700
iSAM Funds (UK)
United Kingdom
$350K +$350K +1,122 New
106 107
108
109 110