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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 %
CCFCSB
601
Cape Cod Five Cents Savings Bank
Massachusetts
$9.13M – – –
KWMG
602
King Wealth Management Group
Florida
$9.12M +$16.6K +53 +0.2%
CI
603
CX Institutional
Indiana
$9.1M -$10.6K -34 -0.1%
JWCA
604
J.W. Cole Advisors
Florida
$9.04M +$1.04M +3,333 +13%
PJSIMP
605
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.03M -$453K -1,449 -5%
CTA
606
Chesley Taft & Associates
Illinois
$8.96M -$71.8K -230 -0.8%
LFAS
607
Level Four Advisory Services
Texas
$8.92M +$367K +1,176 +4%
ACIM
608
Azimuth Capital Investment Management
Michigan
$8.85M -$272K -870 -3%
EAMA
609
EFG Asset Management (Americas)
Florida
$8.84M -$59.7K -191 -0.7%
IEFM
610
IQ EQ Fund Management
Ireland
$8.78M +$284K +910 +3%
YIA
611
YHB Investment Advisors
Connecticut
$8.78M -$298K -955 -3%
CFG
612
Citizens Financial Group
Rhode Island
$8.75M +$554K +1,774 +7%
CCWM
613
Cassaday & Co Wealth Management
Virginia
$8.73M -$35.6K -114 -0.4%
TFA
614
Toth Financial Advisory
Virginia
$8.73M +$65.3K +209 +0.8%
LWL
615
Leo Wealth LLC
Texas
$8.71M +$7.55M +24,173 +649%
CFG
616
Cambridge Financial Group
Ohio
$8.7M -$81.2K -260 -0.9%
IIM
617
INTECH Investment Management
Florida
$8.69M +$881K +2,820 +11%
LTI
618
Laffer Tengler Investments
Tennessee
$8.68M -$698K -2,236 -7%
Luther King Capital Management (LKCM)
619
Luther King Capital Management (LKCM)
Texas
$8.67M -$243K -779 -3%
I
620
InvesTrust
Oklahoma
$8.64M +$937 +3 +0%
IC
621
IEQ Capital
California
$8.62M -$2.67M -8,554 -24%
AC
622
Allstate Corporation
Illinois
$8.6M +$1.93M +6,194 +29%
CM
623
Castleark Management
Illinois
$8.58M +$8.58M +27,470 New
FWTB
624
First Western Trust Bank
Colorado
$8.54M -$493K -1,579 -5%
KB
625
Kimelman & Baird
New York
$8.53M -$181K -580 -2%
23 24
25
26 27