MCD icon

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 %
VWM
951
Valley Wealth Managers
New Jersey
$3.85M +$57.2K +183 +2%
RHIG
952
R.H. Investment Group
Arizona
$3.84M – – –
AWAU
953
Alliance Wealth Advisors (Utah)
Utah
$3.84M -$60K -192 -2%
LWA
954
Lineweaver Wealth Advisors
Ohio
$3.82M +$330K +1,055 +9%
HKIM
955
Hayek Kallen Investment Management
Alabama
$3.81M -$42.8K -137 -1%
HAS
956
HBW Advisory Services
California
$3.8M +$58.1K +186 +2%
SAI
957
Savvy Advisors Inc
New York
$3.79M +$337K +1,078 +10%
PWP
958
Private Wealth Partners
California
$3.79M -$228K -729 -6%
NF
959
Nikulski Financial
Iowa
$3.78M +$42.2K +135 +1%
JSC
960
J. Stern & Co
United Kingdom
$3.77M +$1.02M +3,275 +37%
BHPW
961
Beverly Hills Private Wealth
California
$3.76M -$20K -64 -0.5%
RCA
962
Resonant Capital Advisors
Wisconsin
$3.74M +$123K +394 +3%
GC
963
Grimes & Company
Massachusetts
$3.74M -$20.9K -67 -0.6%
PIM
964
Provident Investment Management
Michigan
$3.74M +$312K +1,000 +9%
PFA
965
Pathway Financial Advisers
Indiana
$3.73M -$2.19K -7 -0.1%
HCM
966
Hall Capital Management
Rhode Island
$3.73M +$41.2K +132 +1%
VAS
967
Valicenti Advisory Services
New York
$3.73M +$56.5K +181 +2%
CAM
968
Carret Asset Management
New York
$3.72M -$199K -636 -5%
EPIME
969
Evelyn Partners Investment Management (Europe)
$3.71M +$3.71M +5,065 New
TPCW
970
TD Private Client Wealth
New York
$3.71M +$2.53M +8,101 +214%
TPW
971
Talon Private Wealth
Florida
$3.69M +$87.8K +281 +2%
KC
972
Kinloch Capital
Virginia
$3.68M -$298K -953 -7%
ATC
973
Adirondack Trust Company
New York
$3.67M -$31.5K -101 -0.9%
LA
974
LBP AM
France
$3.67M +$3.67M +11,738 New
RRWA
975
Rainey & Randall Wealth Advisors
Florida
$3.66M -$210K -672 -5%
37 38
39
40 41