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McDonald's

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
Name Holding Trade Value Shares
Change
Shares
Change %
CF
3101
Clarity Financial
Texas
$214K -$11.2K -36 -5%
BOSSRA
3102
B.O.S.S. Retirement Advisors
Utah
$213K +$213K +683 New
TWPM
3103
Total Wealth Planning & Management
Florida
$213K +$213K +683 New
FAC
3104
Financial Advisory Corporation
Michigan
$213K +$213K +682 New
SHFP
3105
Second Half Financial Partners
Florida
$211K +$211K +677 New
CIG
3106
Cascade Investment Group
Colorado
$211K +$211K +676 New
JF
3107
JSF Financial
California
$210K +$210K +672 New
RWM
3108
Rialto Wealth Management
New York
$210K -$154K -492 -42%
PAM
3109
Pacific Asset Management
Washington
$209K +$209K +670 New
LP
3110
LMR Partners
United Kingdom
$209K +$209K +670 New
FA
3111
FSA Advisors
Michigan
$209K -$9.37K -30 -4%
LGA
3112
Lebenthal Global Advisors
New York
$209K -$49.7K -159 -19%
WSA
3113
Warm Springs Advisors
California
$208K +$208K +667 New
CH
3114
Canton Hathaway
Rhode Island
$208K +$156K +500 +303%
KFG
3115
Kelly Financial Group
Connecticut
$208K -$7.81K -25 -4%
EL
3116
Essex LLC
Illinois
$208K +$208K +665 New
HBS
3117
Howard Bailey Securities
Indiana
$207K +$207K +662 New
Aristotle Capital Management
3118
Aristotle Capital Management
California
$207K +$207K +662 New
ACM
3119
Aster Capital Management
United Arab Emirates
$206K +$206K +669 New
EAM
3120
Everstar Asset Management
North Carolina
$206K -$10K -32 -5%
CB
3121
Chris Bulman
California
$205K +$205K +658 New
GA
3122
GSG Advisors
New Jersey
$205K +$205K +676 New
OWM
3123
OneAscent Wealth Management
Alabama
$205K -$25.7K -82 -11%
KWM
3124
Koa Wealth Management
California
$205K +$205K +655 New
SEEDPG
3125
S.E.E.D. Planning Group
New York
$205K -$618K -1,979 -75%