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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 %
RFP
2976
Root Financial Partners
California
$249K +$3.42K +11 +1%
UC
2977
Unio Capital
New Jersey
$249K -$143K -458 -37%
LAM
2978
Lifestyle Asset Management
Texas
$249K +$1.87K +6 +0.8%
WCG
2979
Weaver Consulting Group
California
$248K +$19.7K +63 +9%
GCP
2980
Gill Capital Partners
Colorado
$248K – – –
NCTC
2981
New Covenant Trust Company
Indiana
$248K +$3.99K +13 +2%
CSIA
2982
Conrad Siegel Investment Advisors
Pennsylvania
$247K +$2.5K +8 +1%
EWM
2983
Elevatus Welath Management
New York
$247K +$6.56K +21 +3%
HIS
2984
Harvest Investment Services
Illinois
$247K -$246K -786 -50%
DWM
2985
DecisionMap Wealth Management
Virginia
$246K +$8.75K +28 +4%
MCM
2986
Mendel Capital Management
Arkansas
$246K +$246K +789 New
BTWM
2987
Brass Tax Wealth Management
Ohio
$246K +$24.1K +77 +11%
SFA
2988
Seneca Financial Advisors
New York
$246K +$22.5K +72 +10%
LFA
2989
LifeGuide Financial Advisors
Pennsylvania
$246K -$2.81K -9 -1%
OIS
2990
Okabena Investment Services
Minnesota
$245K -$54.7K -175 -18%
GFG
2991
Greenbush Financial Group
New York
$245K -$12.8K -41 -5%
PA
2992
Planning Alternatives
Michigan
$245K +$245K +784 New
CWMGP
2993
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$244K +$625 +2 +0.3%
FFC
2994
Frederick Financial Consultants
Maryland
$244K +$244K +780 New
LRWA
2995
Long Run Wealth Advisors
New York
$243K +$12.2K +39 +5%
FWM
2996
ForthRight Wealth Management
Georgia
$243K +$243K +777 New
TC
2997
Truvestments Capital
Florida
$243K +$50K +160 +26%
OAS
2998
Optivise Advisory Services
Tennessee
$242K +$1.25K +4 +0.5%
TP
2999
Tranquility Partners
Tennessee
$242K -$625 -2 -0.3%
WFG
3000
Wills Financial Group
Virginia
$242K – – –
118 119
120
121 122