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McDonald's

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
Name Holding Trade Value Shares
Change
Shares
Change %
PG
2851
Patten Group
Tennessee
$293K -$4.37K -14 -1%
GSIS
2852
Global Strategic Investment Solutions
Arizona
$293K -$625 -2 -0.2%
1WM
2853
1858 Wealth Management
Ohio
$293K -$312 -1 -0.1%
NF
2854
NavPoint Financial
Minnesota
$293K +$31.2K +100 +12%
JAA
2855
Joel Adams & Associates
North Carolina
$291K +$75.9K +243 +35%
OWA
2856
One Wealth Advisors
California
$291K
MAM
2857
Martingale Asset Management
Massachusetts
$290K +$3.12K +10 +1%
SIM
2858
Synergy Investment Management
Florida
$290K
CM
2859
Cercano Management
Washington
$290K
KAM
2860
Knightsbridge Asset Management
California
$289K +$289K +926 New
AT
2861
Avalon Trust
New Mexico
$289K -$4.06K -13 -1%
SWA
2862
Safir Wealth Advisors
New Hampshire
$288K +$65K +208 +29%
RCP
2863
Rothschild Capital Partners
New York
$287K +$287K +920 New
BPFA
2864
Barnes Pettey Financial Advisors
Mississippi
$287K -$6.25K -20 -2%
ECM
2865
Estabrook Capital Management
New York
$287K
RPCA
2866
Running Point Capital Advisors
California
$286K +$19.4K +62 +7%
CWA
2867
Cura Wealth Advisors
Illinois
$285K +$285K +912 New
CIP
2868
Convergence Investment Partners
Florida
$285K -$78.4K -251 -22%
RWS
2869
Resolute Wealth Strategies
Mississippi
$284K +$1.56K +5 +0.6%
CA
2870
Crumly & Associates
Illinois
$284K
FPW
2871
Flagship Private Wealth
Massachusetts
$284K
AG
2872
AmeriFlex Group
Nevada
$284K -$44.7K -143 -14%
CA
2873
Cambridge Advisors
Nebraska
$284K
PCTC
2874
Perkins Coie Trust Company
Washington
$284K
BCMLT
2875
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$15.9K +51 +6%