MCD icon

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 %
PCM
2926
Park Capital Management
Wisconsin
$263K -$188K -602 -42%
RWM
2927
Riverbend Wealth Management
South Carolina
$263K -$298K -955 -53%
KW
2928
Keyvantage Wealth
Pennsylvania
$263K +$263K +842 New
RWM
2929
RBA Wealth Management
California
$263K -$102K -326 -28%
TFM
2930
TFC Financial Management
Massachusetts
$261K -$71.2K -228 -21%
IWP
2931
Innova Wealth Partners
Pennsylvania
$261K – – –
VI
2932
VanderPol Investments
Michigan
$260K – – –
FPTW
2933
Franklin, Parlapiano, Turner & Welch
Texas
$260K – – –
NFG
2934
Northeast Financial Group
Pennsylvania
$260K – – –
HWA
2935
HHM Wealth Advisors
Tennessee
$259K +$1.56K +5 +0.6%
FC
2936
Fairscale Capital
New Hampshire
$259K -$11.2K -36 -4%
FWM
2937
Focused Wealth Management
New York
$259K +$259K +829 New
LSWP
2938
Liberty Square Wealth Partners
Pennsylvania
$259K – – –
AMG
2939
Asset Management Group
Connecticut
$259K +$1.56K +5 +0.6%
SFPG
2940
Stonebridge Financial Planning Group
Florida
$258K +$625 +2 +0.2%
TIM
2941
Thompson Investment Management
Wisconsin
$258K +$313 +1 +0.1%
HCA
2942
Horan Capital Advisors
Ohio
$257K -$9.68K -31 -4%
CQWA
2943
Chokshi & Queen Wealth Advisors
California
$257K – – –
NEPPG
2944
New England Professional Planning Group
Rhode Island
$257K – – –
LGW
2945
Leslie Global Wealth
Illinois
$257K +$27.2K +87 +12%
TWD
2946
True Wealth Design
Ohio
$256K +$11.2K +36 +5%
MLA
2947
MB, Levis & Associates
Pennsylvania
$256K +$312 +1 +0.1%
CCIA
2948
Campbell & Co Investment Adviser
Maryland
$256K +$256K +819 New
VAF
2949
Values Added Financial
District of Columbia
$255K -$32.8K -105 -11%
WPW
2950
Watershed Private Wealth
Illinois
$255K – – –
116 117
118
119 120