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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 %
CCWM
2876
Correct Capital Wealth Management
Missouri
$283K – – –
O3W
2877
Omni 360 Wealth
New Jersey
$282K -$3.12K -10 -1%
FP
2878
Financial Perspectives
Minnesota
$282K -$26.2K -84 -9%
AWA
2879
Aletheian Wealth Advisors
Washington
$282K +$282K +902 New
SRC
2880
Stone Run Capital
New York
$281K -$112K -360 -29%
MGIA
2881
Matthew Goff Investment Advisor
Texas
$281K – – –
SFC
2882
Strategic Financial Concepts
Texas
$281K +$6.24K +20 +2%
TPW
2883
Transatlantique Private Wealth
New York
$281K +$2.81K +9 +1%
BBW
2884
Blue Barn Wealth
Utah
$280K +$8.12K +26 +3%
AMG
2885
Advisors Management Group
Wisconsin
$280K +$313 +1 +0.1%
WCF
2886
West Coast Financial
California
$280K -$1.56K -5 -0.6%
CPA
2887
Capital Planning Advisors
California
$280K -$45.3K -145 -14%
GCM
2888
Graver Capital Management
Ohio
$279K – – –
BFG
2889
Beacon Financial Group
Texas
$278K -$21.9K -70 -7%
WA
2890
Wealthstream Advisors
New York
$278K +$5.31K +17 +2%
SIA
2891
SeaBridge Investment Advisors
New Jersey
$278K – – –
SH
2892
SLT Holdings
Arizona
$277K +$277K +888 New
LWM
2893
LeConte Wealth Management
Tennessee
$277K +$277K +888 New
MCM
2894
McDonough Capital Management
Florida
$277K -$9.07K -29 -3%
SC
2895
Sykon Capital
New York
$277K – – –
PIA
2896
Pollock Investment Advisors
Michigan
$276K – – –
SHWM
2897
Smith & Howard Wealth Management
Georgia
$276K – – –
WE
2898
Wealth Effects
Massachusetts
$276K – – –
FWP
2899
Firethorn Wealth Partners
Georgia
$276K +$3.12K +10 +1%
CMP
2900
Courage Miller Partners
Virginia
$276K – – –
114 115
116
117 118