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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 %
PS
3251
Pinney & Scofield
Massachusetts
$72.5K +$41.2K +132 +132%
VWM
3252
Vermillion Wealth Management
Minnesota
$72K
PWA
3253
Principia Wealth Advisory
Texas
$69.3K +$3.04K +10 +5%
RDFA
3254
Ritter Daniher Financial Advisory
Ohio
$67.5K
MWM
3255
MorganRosel Wealth Management
Colorado
$65K +$65K +208 New
PW
3256
Pandora Wealth
Illinois
$65K +$65K +208 New
SA
3257
SRH Advisors
Kansas
$62.5K
KOCAA
3258
Knights of Columbus Asset Advisors
Connecticut
$62.5K
KIM
3259
Kestra Investment Management
Texas
$62.2K -$102K -325 -62%
MSWA
3260
Marshall & Sterling Wealth Advisors
New York
$60.5K +$12.2K +39 +25%
SFA
3261
Semmax Financial Advisors
North Carolina
$60.2K +$2.2K +7 +4%
AEPWM
3262
Atlantic Edge Private Wealth Management
Florida
$57.5K
TLA
3263
Tanglewood Legacy Advisors
Texas
$56.5K
DI
3264
DAGCO Inc
Ohio
$56.2K +$56.2K +180 New
IAS
3265
IMA Advisory Services
Colorado
$55.9K +$55.9K +179 New
GWSA
3266
Global Wealth Strategies & Associates
Colorado
$54.8K -$9.39K -30 -15%
AWM
3267
AllSquare Wealth Management
New York
$54K
CA
3268
Centerpoint Advisors
Massachusetts
$54K -$43.7K -140 -45%
AI
3269
AdvisorShares Investments
Maryland
$53.9K -$533K -1,700 -91%
GWS
3270
Greykasell Wealth Strategies
California
$53.1K +$53.1K +170 New
FCT
3271
First Community Trust
Iowa
$52.5K -$3.12K -10 -6%
FF
3272
Friedenthal Financial
New Jersey
$51.5K +$51.5K +165 New
HC
3273
Hara Capital
Washington
$47.5K -$43.1K -138 -48%
T
3274
Tidemark
California
$47K
ACM
3275
Accent Capital Management
Ohio
$46.9K