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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
45.78%
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 %
OHWA
1876
Oak Hill Wealth Advisors
Virginia
$967K
TGAM
1877
TBH Global Asset Management
Tennessee
$965K +$71.5K +229 +8%
JWM
1878
Jeppson Wealth Management
California
$965K -$68.1K -218 -7%
SAM
1879
S.A. Mason
Michigan
$965K -$2.19K -7 -0.2%
CWM
1880
Core Wealth Management
Florida
$963K -$4.69K -15 -0.5%
HWP
1881
Highline Wealth Partners
California
$962K -$1.87K -6 -0.2%
BMWM
1882
Brown Miller Wealth Management
Virginia
$962K +$54.4K +174 +6%
FAB
1883
First American Bank
Illinois
$960K -$6.87K -22 -0.7%
LAM
1884
L2 Asset Management
Massachusetts
$955K +$84.7K +271 +10%
GPA
1885
Garrison Point Advisors
California
$954K +$15.6K +50 +2%
WB
1886
West Bancorporation
Iowa
$954K
VFM
1887
Vision Financial Markets
Connecticut
$954K -$31.2K -100 -3%
MAM
1888
Morse Asset Management
Connecticut
$953K -$93.7K -300 -9%
GWM
1889
GDS Wealth Management
Texas
$953K +$197K +630 +26%
BBNB
1890
Baker Boyer National Bank
Washington
$952K -$8.12K -26 -0.8%
WGC
1891
Watts Gwilliam & Co
Arizona
$951K +$4.37K +14 +0.5%
RCA
1892
Ranch Capital Advisors
Florida
$951K +$484K +1,551 +104%
SCI
1893
Stableford Capital II
Arizona
$950K -$31.1K -100 -3%
EFMC
1894
Empire Financial Management Company
New York
$949K +$35K +112 +4%
ACM
1895
Advance Capital Management
Michigan
$946K -$15.3K -49 -2%
PCMN
1896
Paradigm Capital Management (Nevada)
Nevada
$945K -$15.6K -50 -2%
DC
1897
DeDora Capital
California
$944K -$3.44K -11 -0.4%
BL
1898
Balentine LLC
Georgia
$943K +$943K +3,020 New
SIC
1899
Samalin Investment Counsel
New York
$939K +$36.6K +117 +4%
TF
1900
TLWM Financial
Texas
$939K +$17.8K +57 +2%