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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 %
Jacobs Levy Equity Management
1001
Jacobs Levy Equity Management
New Jersey
$3.51M +$3.51M +11,239 New
CWS
1002
Confluence Wealth Services
Pennsylvania
$3.5M +$213K +668 +6%
CIA
1003
Citadel Investment Advisory
Ohio
$3.5M +$312 +1 +0%
GI
1004
GAMMA Investing
California
$3.5M +$706K +2,261 +25%
LG
1005
LaFleur & Godfrey
Michigan
$3.49M -$1.61M -5,169 -32%
SLA
1006
Silver Lake Advisory
Utah
$3.49M +$14.4K +46 +0.4%
RA
1007
Ransom Advisory
Rhode Island
$3.48M +$3.48M +11,154 New
TNBTD
1008
Trustmark National Bank Trust Department
Mississippi
$3.48M -$91.2K -292 -3%
ACS
1009
Archford Capital Strategies
Illinois
$3.48M +$724K +2,319 +26%
MFS
1010
Mattson Financial Services
Michigan
$3.47M -$16.6K -53 -0.5%
WJWM
1011
Williams Jones Wealth Management
New York
$3.47M -$135K -432 -4%
ECM
1012
Exchange Capital Management
Michigan
$3.46M +$103K +329 +3%
FNBTCON
1013
First National Bank & Trust Co of Newtown
Pennsylvania
$3.44M -$66.5K -213 -2%
DA
1014
DCM Advisors
New York
$3.44M -$16.2K -52 -0.5%
KJWM
1015
Kiley Juergens Wealth Management
Washington
$3.44M +$77.5K +248 +2%
BONST
1016
Bank of Nova Scotia Trust
Ontario, Canada
$3.44M -$37.8K -121 -1%
FFWA
1017
FRG Family Wealth Advisors
Washington
$3.44M -$110K -351 -3%
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$3.44M -$462K -1,478 -12%
ECM
1019
Evergreen Capital Management
Washington
$3.43M -$517K -1,656 -13%
CWM
1020
Collaborative Wealth Management
Florida
$3.43M +$1.56K +5 +0%
MWM
1021
MOKAN Wealth Management
Kansas
$3.42M +$46.2K +148 +1%
CAM
1022
CPA Asset Management
Florida
$3.41M – – –
CW
1023
CreativeOne Wealth
Kansas
$3.41M +$301K +962 +10%
BBWA
1024
Bell & Brown Wealth Advisors
California
$3.4M +$106K +338 +3%
S
1025
SimplyRich
California
$3.39M -$13.4K -43 -0.4%
39 40
41
42 43