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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 %
WCWM
2826
Willow Creek Wealth Management
California
$304K +$63.7K +204 +27%
PCM
2827
Prelude Capital Management
New York
$304K +$304K +972 New
CCA
2828
Cora Capital Advisors
New Jersey
$303K +$1.25K +4 +0.4%
AP
2829
Adero Partners
California
$303K +$22.2K +71 +8%
PWM
2830
Partners Wealth Management
California
$303K +$2.19K +7 +0.7%
NAMNJ
2831
NorthStar Asset Management (New Jersey)
New Jersey
$302K +$937 +3 +0.3%
OPTFSNA
2832
Old Point Trust & Financial Services N A
Virginia
$301K -$62.5K -200 -17%
DDPIC
2833
Deroy & Devereaux Private Investment Counsel
Michigan
$300K -$12.5K -40 -4%
CCA
2834
Conservest Capital Advisors
Pennsylvania
$300K +$625 +2 +0.2%
MBFW
2835
Morton Brown Family Wealth
Pennsylvania
$300K +$312 +1 +0.1%
GF
2836
Gries Financial
Ohio
$299K -$87.2K -279 -23%
PAM
2837
Parvin Asset Management
South Dakota
$299K +$11.2K +36 +4%
OWA
2838
Octavia Wealth Advisors
Ohio
$299K -$9.99K -32 -3%
VFP
2839
Verus Financial Partners
Virginia
$299K – – –
CM
2840
Capula Management
Cayman Islands
$298K -$96.5K -309 -24%
MCAI
2841
Members Capital Advisors Inc
Wisconsin
$298K – – –
ACM
2842
Ardent Capital Management
Ohio
$297K – – –
VF
2843
Virtu Financial
New York
$297K +$4.69K +15 +2%
SFP
2844
Sterling Financial Planning
New Jersey
$297K -$22.8K -73 -7%
HNW
2845
High Note Wealth
Minnesota
$296K -$625 -2 -0.2%
1NWS
2846
1 North Wealth Services
Maryland
$294K -$5K -16 -2%
BTIM
2847
BancFirst Trust & Investment Management
Oklahoma
$294K -$102K -331 -26%
VWM
2848
VanWeelden Wealth Management
Ohio
$294K +$1.56K +5 +0.5%
SIG
2849
Sargent Investment Group
Maryland
$294K -$3.12K -10 -1%
MGWA
2850
Monument Group Wealth Advisors
Massachusetts
$293K – – –
112 113
114
115 116