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McDonald's
MCD

Overview Fund Activity

3,352 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,346 increasing their positions, 1,360 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,352
Holders Change
-18
Holders Change %
-0.53%
% of All Funds
44.95%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
176
Increased
1,346
Reduced
1,360
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$762M
2
Amundi
Amundi
France
+$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$577M
4
UBS AM
UBS AM
Illinois
+$519M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$837M
3
Bank of America
Bank of America
North Carolina
-$634M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$548M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
2926
Balance Wealth
Ohio
$253K -$877 -3 -0.3%
CIA
2927
Cape Investment Advisory
Georgia
$253K +$34.2K +117 +16%
OWA
2928
Octavia Wealth Advisors
Ohio
$252K -$27.8K -95 -10%
SIM
2929
SSI Investment Management
California
$252K -$170K -581 -40%
MPM
2930
MBB Public Markets
Illinois
$251K -$55.2K -189 -18%
OIC
2931
Orion Investment Company
Missouri
$251K – – –
CIP
2932
Convergence Investment Partners
Florida
$251K -$15.2K -52 -6%
CA
2933
Cambridge Advisors
Nebraska
$251K -$14.6K -50 -6%
SFPG
2934
Stonebridge Financial Planning Group
Florida
$251K +$9.35K +32 +4%
JF
2935
Joule Financial
Kentucky
$250K +$1.46K +5 +0.6%
EGWAG
2936
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$5.26K -18 -2%
SC
2937
Solstein Capital
California
$249K +$32.7K +112 +15%
OAM
2938
Oberweis Asset Management
Illinois
$249K +$584 +2 +0.2%
SA
2939
Stewardship Advisors
Pennsylvania
$247K +$584 +2 +0.2%
LF
2940
Lee Financial
Texas
$247K -$6.43K -22 -3%
GF
2941
Gries Financial
Ohio
$246K -$33.3K -114 -12%
SHWM
2942
Smith & Howard Wealth Management
Georgia
$246K -$12.6K -43 -5%
AW
2943
Avion Wealth
Texas
$246K +$47K +161 +24%
OL
2944
one8zero8 LLC
North Carolina
$245K -$182K -622 -43%
QFA
2945
Quantum Financial Advisors
California
$245K -$78.6K -269 -24%
SWMG
2946
Signature Wealth Management Group
Georgia
$245K +$37.4K +128 +18%
IWP
2947
Innova Wealth Partners
Pennsylvania
$244K +$584 +2 +0.2%
RWM
2948
RBA Wealth Management
California
$244K -$1.75K -6 -0.7%
C
2949
Covestor
United Kingdom
$244K +$5.26K +18 +2%
AMG
2950
Asset Management Group
Connecticut
$243K +$1.46K +5 +0.6%
116 117
118
119 120