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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 %
IMC
3351
Investment Management Corporation
Virginia
$4.69K -$6.87K -22 -59%
WA
3352
WestEnd Advisors
North Carolina
$4.69K +$3.44K +11 +275%
PS
3353
PayPay Securities
Japan
$4.39K -$1.25K -4 -22%
CW
3354
Curio Wealth
Maryland
$4.35K -$60.9K -14 -93%
BHWM
3355
Bay Harbor Wealth Management
Maryland
$4.06K +$4.06K +13 New
BFS
3356
Bare Financial Services
Pennsylvania
$3.12K +$3.12K +10 New
WOC
3357
West Oak Capital
California
$3K – – –
BFS
3358
Burkett Financial Services
South Carolina
$2.51K – – –
PPA
3359
Painted Porch Advisors
California
$2.5K -$7.81K -25 -76%
PWM
3360
Parkworth Wealth Management
California
$2.19K – – –
RI
3361
Ridgewood Investments
New Jersey
$2.19K – – –
HFS
3362
Horizon Financial Services
North Carolina
$1.56K -$312 -1 -17%
SHF
3363
Safe Harbor Fiduciary
Florida
$1.56K – – –
OCM
3364
Osterweis Capital Management
California
$1.56K +$1.56K +5 New
HHGA
3365
Halbert Hargrove Global Advisors
California
$1.28K +$1.28K +4 New
RF
3366
Robbins Farley
New Hampshire
$1.25K – – –
CWM
3367
Compass Wealth Management
Connecticut
$1.25K – – –
JAM
3368
JCIC Asset Management
Ontario, Canada
$1.25K – – –
BGWM
3369
Bridge Generations Wealth Management
Florida
$938 +$938 +3 New
PEAK6
3370
PEAK6
Illinois
$820 -$1.02M -3,748 -100%
RJA
3371
Ross\Johnson & Associates
Minnesota
$625 +$625 +2 New
KIG
3372
Kessler Investment Group
Indiana
$312 – – –
RCA
3373
Runnymede Capital Advisors
Ohio
$312 – – –
Norges Bank
3374
Norges Bank
Norway
– -$2.73B -9,400,772 Closed
Holocene Advisors
3375
Holocene Advisors
New York
– -$174M -601,360 Closed
133 134
135
136 137