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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 %
NCM
2901
Nelson Capital Management
California
$275K – – –
CW
2902
Code Waechter
Florida
$274K -$18.7K -60 -6%
CAP
2903
Columbia Advisory Partners
Washington
$274K +$274K +876 New
RWI
2904
Red Wave Investments
Pennsylvania
$273K +$312 +1 +0.1%
EGWAG
2905
Elwood & Goetz Wealth Advisory Group
Georgia
$272K -$157K -502 -37%
HIW
2906
Holos Integrated Wealth
Pennsylvania
$272K – – –
AWA
2907
AGH Wealth Advisors
Kansas
$272K +$24.1K +77 +10%
HPBT
2908
Hickory Point Bank & Trust
Illinois
$272K +$43.1K +138 +19%
GKWIM
2909
Gerber Kawasaki Wealth & Investment Management
California
$272K -$8.44K -27 -3%
BW
2910
Balance Wealth
Ohio
$271K +$271K +868 New
LF
2911
Lee Financial
Texas
$271K -$23.1K -74 -8%
GP
2912
Greenline Partners
New York
$271K +$16.2K +52 +6%
SWMP
2913
Signature Wealth Management Partners
New Jersey
$270K – – –
RIA
2914
Realta Investment Advisors
Delaware
$270K -$33.1K -106 -11%
DF
2915
Dunhill Financial
United Kingdom
$269K -$1.25K -4 -0.5%
OIC
2916
Orion Investment Company
Missouri
$269K – – –
WSWA
2917
Warren Street Wealth Advisors
California
$269K +$269K +860 New
ISFAN
2918
Investor's Fiduciary Advisor Network
Washington
$268K -$328K -1,050 -55%
RFA
2919
ROI Financial Advisors
Oregon
$266K -$21.6K -69 -8%
GIM
2920
Gold Investment Management
Alberta, Canada
$266K +$937 +3 +0.4%
BA
2921
Bristlecone Advisors
Washington
$266K -$16.2K -52 -6%
JF
2922
Joule Financial
Kentucky
$266K -$312 -1 -0.1%
OAM
2923
Oberweis Asset Management
Illinois
$265K +$312 +1 +0.1%
AGC
2924
Aspen Grove Capital
Colorado
$264K -$3.44K -11 -1%
SA
2925
Stewardship Advisors
Pennsylvania
$264K +$5.62K +18 +2%
115 116
117
118 119