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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 %
HIM
3051
Hanlon Investment Management
New Jersey
$227K -$18.1K -58 -7%
GFM
3052
GEN Financial Management
Minnesota
$227K – – –
KIA
3053
Knollwood Investment Advisory
Maryland
$226K – – –
TCM
3054
Tandem Capital Management
New Jersey
$226K – – –
EIP
3055
Ellis Investment Partners
Pennsylvania
$226K +$625 +2 +0.3%
SWIM
3056
Smallwood Wealth Investment Management
New Jersey
$226K – – –
SCA
3057
Southern Capital Advisors
Tennessee
$225K +$4.37K +14 +2%
PPA
3058
Pacific Point Advisors
California
$224K – – –
VIM
3059
Vancity Investment Management
British Columbia, Canada
$224K +$224K +717 New
NCM
3060
Northwest Capital Management
Oregon
$224K +$312 +1 +0.1%
GMFG
3061
Greater Midwest Financial Group
Minnesota
$224K +$5K +16 +2%
RPGNY
3062
Retirement Planning Group (New York)
New York
$224K – – –
HIS
3063
Horizon Investment Services
Indiana
$224K +$2.19K +7 +1%
FWM
3064
Fonville Wealth Management
Virginia
$223K – – –
NJBEST
3065
New Jersey Better Educational Savings Trust
New Jersey
$223K – – –
NPF
3066
Norris Perne & French
Michigan
$222K -$3.12K -10 -1%
SWP
3067
Significant Wealth Partners
Illinois
$222K -$34.4K -110 -13%
PWP
3068
Parkwoods Wealth Partners
New York
$222K -$1.56K -5 -0.7%
MCA
3069
Magnolia Capital Advisors
Mississippi
$221K -$36.2K -116 -14%
SWMG
3070
Signature Wealth Management Group
Georgia
$221K -$9.06K -29 -4%
CCIA
3071
Cherry Creek Investment Advisors
Colorado
$221K +$1.25K +4 +0.6%
FA
3072
Fountainhead AM
New Jersey
$221K +$221K +708 New
SRWM
3073
Shira Ridge Wealth Management
California
$221K -$1.87K -6 -0.8%
WIM
3074
Warwick Investment Management
Texas
$221K +$221K +707 New
GRQ
3075
Gardner Russo & Quinn
Pennsylvania
$220K – – –
121 122
123
124 125