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McDonald's

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
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
1251
Northeast Financial Consultants
Connecticut
$2.35M +$6.87K +22 +0.3%
FCP
1252
Fidelis Capital Partners
Florida
$2.34M +$48.5K +153 +2%
NAS
1253
Nicolet Advisory Services
Wisconsin
$2.34M -$34.7K -113 -1%
JWM
1254
JGP Wealth Management
Oregon
$2.33M -$69.7K -223 -3%
EBT
1255
Enterprise Bank & Trust
Massachusetts
$2.33M -$5K -16 -0.2%
RCG
1256
Regatta Capital Group
California
$2.33M +$75.6K +242 +3%
OFS
1257
OneAscent Financial Services
Alabama
$2.33M +$1.33M +4,261 +135%
WA
1258
Wealth Alliance
New York
$2.32M +$189K +605 +9%
JC
1259
JB Capital
Connecticut
$2.32M +$24.7K +79 +1%
SC
1260
Syon Capital
California
$2.32M +$209K +669 +10%
HCMT
1261
Highland Capital Management (Tennessee)
Tennessee
$2.31M +$46.2K +148 +2%
WPW
1262
Waldron Private Wealth
Pennsylvania
$2.3M -$1.6M -5,128 -41%
OWP
1263
Obermeyer Wealth Partners
Colorado
$2.3M +$239K +766 +12%
EHWM
1264
Eads & Heald Wealth Management
Georgia
$2.29M -$39K -125 -2%
CAM
1265
Cozad Asset Management
Illinois
$2.29M -$537K -1,719 -19%
CGIM
1266
Capital Group Investment Management
Singapore
$2.29M +$246K +787 +12%
AAS
1267
Ameritas Advisory Services
Nebraska
$2.28M +$37.5K +127 +2%
DAM
1268
Delta Asset Management
Tennessee
$2.27M -$124K -396 -5%
JWA
1269
JFS Wealth Advisors
Pennsylvania
$2.27M -$15K -48 -0.7%
EW
1270
Evoke Wealth
California
$2.27M -$60.3K -193 -3%
JGIA
1271
Jackson Grant Investment Advisers
Connecticut
$2.26M +$9.06K +29 +0.4%
SFO
1272
Stokes Family Office
Louisiana
$2.26M -$360K -1,151 -14%
CI
1273
Cigna Investments
Connecticut
$2.26M -$30.9K -99 -1%
BHA
1274
Beech Hill Advisors
New York
$2.26M -$20.3K -65 -0.9%
PI
1275
Pettee Investors
Connecticut
$2.26M +$572K +1,830 +34%