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McDonald's
MCD

Overview Fund Activity

3,353 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,346 increasing their positions, 1,361 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,353
Holders Change
-18
Holders Change %
-0.53%
% of All Funds
44.95%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
176
Increased
1,346
Reduced
1,361
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$762M
2
Amundi
Amundi
France
+$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$577M
4
UBS AM
UBS AM
Illinois
+$519M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$837M
3
Bank of America
Bank of America
North Carolina
-$634M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$548M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
3301
Valued Wealth Advisors
Utah
$17.3K +$1.47K +5 +9%
BMC
3302
Bear Mountain Capital
Washington
$17.2K – – –
PCM
3303
Penserra Capital Management
California
$17K -$771K -2,721 -98%
KFP
3304
Keener Financial Planning
Texas
$17K – – –
MAS
3305
MPWM Advisory Solutions
Georgia
$15.8K -$25.4K -87 -62%
MHIP
3306
Mountain Hill Investment Partners
New Jersey
$15.8K – – –
SHM
3307
Sagard Holdings Management
Ontario, Canada
$15.5K +$15.5K +53 New
DEM
3308
Disciplined Equity Management
Florida
$14.9K – – –
FW
3309
Fairway Wealth
Ohio
$14.6K -$16.1K -55 -52%
PCM
3310
Perritt Capital Management
Illinois
$13.8K – – –
BFS
3311
Bare Financial Services
Pennsylvania
$12.9K +$9.93K +34 +340%
WCM
3312
WealthTrak Capital Management
Virginia
$12.3K +$1.75K +6 +17%
CWA
3313
Carolina Wealth Advisors
South Carolina
$12K – – –
1IA
3314
1620 Investment Advisors
Massachusetts
$9.64K – – –
JFG
3315
JDM Financial Group
Texas
$9.64K – – –
EPW
3316
Evergreen Private Wealth
Colorado
$9.35K +$3.51K +12 +60%
HWM
3317
Horizons Wealth Management
North Carolina
$8.18K – – –
NMG
3318
New Millennium Group
Utah
$7.6K -$1.75K -6 -19%
SR
3319
Syntax Research
Florida
$7.31K – – –
RTL
3320
Red Tortoise LLC
Georgia
$7.02K – – –
SC
3321
Steph & Co
Wisconsin
$7.01K – – –
BHWM
3322
Bay Harbor Wealth Management
Maryland
$7.01K +$3.21K +11 +85%
SMFG
3323
Sumitomo Mitsui Financial Group
Japan
$6.71K +$6.71K +23 New
MWA
3324
Moser Wealth Advisors
Washington
$6.43K – – –
CWM
3325
Cedar Wealth Management
California
$6.35K +$6.35K +22 New
131 132
133
134 135