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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 %
EC
1726
Enhancing Capital
Pennsylvania
$1.16M – – –
LI
1727
LMCG Investments
Massachusetts
$1.15M +$76.5K +245 +7%
MWM
1728
MGB Wealth Management
Texas
$1.15M -$36.5K -118 -3%
OIA
1729
Optimum Investment Advisors
Illinois
$1.15M -$21.2K -68 -2%
TPWM
1730
Twelve Points Wealth Management
Massachusetts
$1.15M +$37.5K +120 +3%
AAS
1731
Annex Advisory Services
Wisconsin
$1.15M +$97.5K +312 +9%
PFP
1732
Paragon Financial Partners
California
$1.15M +$312 +1 +0%
FNWA
1733
Financial Network Wealth Advisors
Utah
$1.15M +$63.4K +203 +6%
CCM
1734
Compass Capital Management
Minnesota
$1.14M – – –
S
1735
Sachetta
Massachusetts
$1.14M -$105K -336 -8%
APG
1736
Abacus Planning Group
South Carolina
$1.14M +$12.5K +40 +1%
MFC
1737
Morris Financial Concepts
South Carolina
$1.14M +$5.31K +17 +0.5%
WMA
1738
Wealth Management Associates
New Jersey
$1.14M -$20.6K -66 -2%
MMPW
1739
Mitchell McLeod Pugh & Williams
Alabama
$1.14M -$325K -1,041 -22%
RW
1740
Rede Wealth
Virginia
$1.14M – – –
FWM
1741
Forza Wealth Management
Florida
$1.13M – – –
LIM
1742
Longfellow Investment Management
Massachusetts
$1.13M +$246K +787 +28%
CCM
1743
Chiron Capital Management
Florida
$1.13M -$164K -524 -13%
WIM
1744
WealthPlan Investment Management
Nebraska
$1.13M +$10K +32 +0.9%
CP
1745
Canopy Partners
Ohio
$1.13M -$7.5K -24 -0.7%
TSWM
1746
Triangle Securities Wealth Management
North Carolina
$1.13M -$48.7K -156 -4%
DMBA
1747
Deseret Mutual Benefit Administrators
Utah
$1.13M +$59.4K +190 +6%
SSA
1748
South Street Advisors
New York
$1.13M – – –
GSWM
1749
Greenup Street Wealth Management
Michigan
$1.13M -$91.9K -294 -8%
PWM
1750
Pines Wealth Management
North Carolina
$1.13M -$202K -673 -15%
68 69
70
71 72