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McDonald's
MCD

Overview Fund Activity

3,355 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,346 increasing their positions, 1,362 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,355
Holders Change
-16
Holders Change %
-0.47%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
Increased
1,346
Reduced
1,362
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 %
IAM
826
Infusive Asset Management
New York
$4.98M +$777K +2,660 +18%
GRP
827
Global Retirement Partners
California
$4.98M +$4.98M +17,050 New
RFM
828
Royal Fund Management
Florida
$4.96M +$204K +697 +4%
SWA
829
Sax Wealth Advisors
New Jersey
$4.95M -$2.01M -6,896 -29%
PTB
830
Pioneer Trust Bank
Oregon
$4.95M -$48.2K -165 -1%
GWM
831
Geneos Wealth Management
Colorado
$4.93M -$3.18M -10,901 -39%
PWMAG
832
Pinnacle Wealth Management Advisory Group
New Jersey
$4.93M -$292 -1 -0%
Envestnet Portfolio Solutions
833
Envestnet Portfolio Solutions
Illinois
$4.93M -$3.9M -13,336 -44%
DWA
834
Douglass Winthrop Advisors
New York
$4.93M -$5.84K -20 -0.1%
VT
835
Vise Technologies
New York
$4.92M +$4.92M +16,828 New
DAS
836
Dynamic Advisor Solutions
Arizona
$4.92M +$22.2K +76 +0.5%
VA
837
Valmark Advisers
Ohio
$4.91M +$129K +440 +3%
BTI
838
Blue Trust Inc
Georgia
$4.88M +$369K +1,262 +8%
ECM
839
ExodusPoint Capital Management
New York
$4.86M -$1.73M -5,910 -26%
TPA
840
Trivium Point Advisory
Connecticut
$4.85M -$234K -800 -5%
SW
841
Simplicity Wealth
New Jersey
$4.83M +$2.88M +9,842 +147%
CAM
842
Columbia Asset Management
Michigan
$4.82M -$23.4K -80 -0.5%
NSEDCP
843
NJ State Employees Deferred Compensation Plan
New Jersey
$4.82M – – –
DWM
844
Diversify Wealth Management
Utah
$4.82M +$588K +1,948 +14%
AG
845
Ascent Group
Virginia
$4.8M -$317K -1,085 -6%
FPB
846
First PREMIER Bank
South Dakota
$4.8M -$19.9K -68 -0.4%
SC
847
Soundwatch Capital
Connecticut
$4.8M +$4.8M +4,833,039 New
DIM
848
DLK Investment Management
California
$4.75M +$122K +416 +3%
BHWM
849
Bar Harbor Wealth Management
New Hampshire
$4.72M -$19K -65 -0.4%
SNPAM
850
St. Nicholas Private Asset Management
Florida
$4.69M -$60.8K -208 -1%
32 33
34
35 36