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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 %
IA
2776
IFG Advisors
Missouri
$320K – – –
SCA
2777
Sulzberger Capital Advisors
Florida
$320K – – –
PWP
2778
Perfromance Wealth Partners
Illinois
$320K +$320K +1,023 New
AWG
2779
Altus Wealth Group
Colorado
$318K -$697K -2,232 -69%
TIM
2780
Tortoise Investment Management
New York
$318K -$70.9K -227 -18%
KFA
2781
Kapstone Financial Advisors
Ohio
$318K – – –
HPM
2782
Hoxton Planning & Management
West Virginia
$316K +$4.06K +13 +1%
EA
2783
Eclectic Associates
California
$315K +$625 +2 +0.2%
I
2784
INVST
Indiana
$315K -$140K -447 -31%
MAC
2785
Mason & Associates (California)
California
$314K -$17.2K -55 -5%
TPWA
2786
Twin Peaks Wealth Advisors
California
$314K -$40K -128 -11%
PWM
2787
Provident Wealth Management
Tennessee
$314K +$6.25K +20 +2%
MWM
2788
Mindset Wealth Management
Indiana
$313K +$35.6K +114 +13%
SW
2789
SMART Wealth
Nebraska
$313K -$243K -777 -44%
CCM
2790
Chilton Capital Management
Texas
$313K -$14.1K -45 -4%
SIA
2791
Stegner Investment Associates
Kentucky
$313K -$10.3K -33 -3%
HA
2792
Hofer & Associates
California
$313K -$312 -1 -0.1%
HAM
2793
Hedges Asset Management
Nevada
$312K – – –
WWA
2794
Wingate Wealth Advisors
Massachusetts
$312K – – –
CLGM
2795
Capitolis Liquid Global Markets
New York
$312K – – –
BBP
2796
Banco BTG Pactual
Brazil
$312K +$312K +1,000 New
AAMC
2797
Asset Allocation & Management Company
Illinois
$312K – – –
WIM
2798
Westside Investment Management
California
$312K – – –
4WM
2799
49 Wealth Management
Texas
$312K -$10K -32 -3%
RIM
2800
RW Investment Management
Idaho
$311K – – –
110 111
112
113 114