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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 %
CCA
1526
Corps Capital Advisors
Texas
$1.57M +$312 +1 +0%
NERM
1527
New England Research & Management
Illinois
$1.57M -$26.6K -85 -2%
PPWP
1528
Premier Path Wealth Partners
New Jersey
$1.56M -$42.5K -136 -3%
VAM
1529
Verity Asset Management
North Carolina
$1.56M +$764K +2,447 +96%
FF
1530
Francis Financial
$1.56M +$1.03M +3,304 +195%
OCM
1531
One Capital Management
California
$1.56M -$83.7K -268 -5%
JFA
1532
JNBA Financial Advisors
Minnesota
$1.56M -$35.9K -115 -2%
KA
1533
Klingman & Associates
New York
$1.55M +$234K +748 +18%
CT
1534
Colonial Trust
South Carolina
$1.55M -$122K -390 -7%
WFM
1535
Wolff Financial Management
Michigan
$1.55M -$45.3K -145 -3%
AI
1536
Arvest Investments
Arkansas
$1.55M -$47.2K -151 -3%
TSWM
1537
Tyler-Stone Wealth Management
Ohio
$1.55M -$139K -446 -8%
RPCONE
1538
Retirement Planning Company of New England
Rhode Island
$1.55M -$10.6K -34 -0.7%
PBF
1539
Petix & Botte Financial
California
$1.55M
EFG
1540
Everhart Financial Group
Ohio
$1.55M +$170K +545 +12%
BHBT
1541
Burke & Herbert Bank & Trust
Virginia
$1.54M -$57.8K -185 -4%
FCAS
1542
First Command Advisory Services
Texas
$1.54M -$47.5K -152 -3%
MA
1543
MONECO Advisors
Connecticut
$1.54M +$6.25K +20 +0.4%
WAM
1544
WNY Asset Management
New York
$1.53M +$36.9K +118 +2%
IJWM
1545
Inman Jager Wealth Management
Mississippi
$1.53M +$41.2K +132 +3%
WFI
1546
West Family Investments
California
$1.53M +$3.12K +10 +0.2%
MPM
1547
Meritage Portfolio Management
Kansas
$1.53M -$23.4K -75 -2%
GLR
1548
Great Lakes Retirement
Ohio
$1.52M -$111K -354 -7%
TF
1549
Trek Financial
Arizona
$1.52M +$1.14M +3,645 +300%
OA
1550
Operose Advisors
Wisconsin
$1.52M +$1.25K +4 +0.1%