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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
45.78%
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

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 %
SC
1926
Savoie Capital
Illinois
$907K – – –
AFA
1927
AA Financial Advisors
Ohio
$907K +$45.3K +145 +5%
ACG
1928
Allen Capital Group
Nebraska
$906K +$59.7K +191 +7%
RBFC
1929
Roman Butler Fullerton & Co
Missouri
$904K -$1.88K -6 -0.2%
WCM
1930
Winebrenner Capital Management
Kentucky
$903K +$937 +3 +0.1%
FSWA
1931
Financial Synergies Wealth Advisors
Texas
$902K +$937 +3 +0.1%
PWMG
1932
Prestige Wealth Management Group
New Jersey
$902K +$5K +16 +0.6%
MCCA
1933
Mill Creek Capital Advisors
Pennsylvania
$901K -$13.7K -44 -2%
WIA
1934
Westbourne Investment Advisors
Maryland
$900K -$9.37K -30 -1%
CFP
1935
Cascade Financial Partners
California
$898K +$61.8K +198 +7%
SIA
1936
Soltis Investment Advisors
Utah
$894K -$26.5K -85 -3%
SAF
1937
Smith Anglin Financial
Texas
$894K +$33.7K +108 +4%
PW
1938
Paladin Wealth
Minnesota
$892K +$26.6K +85 +3%
CSPIA
1939
Cary Street Partners Investment Advisory
Virginia
$889K +$70K +224 +9%
IA
1940
Intellus Advisors
Florida
$887K -$53.4K -171 -6%
FCCM
1941
First City Capital Management
Georgia
$887K +$72.8K +233 +9%
HFAS
1942
Hummer Financial Advisory Services
Illinois
$884K +$31.2K +100 +4%
AI
1943
Atom Investors
Texas
$884K +$419K +1,340 +90%
MIM
1944
Miller Investment Management
Pennsylvania
$883K – – –
BEC
1945
Blue Edge Capital
Virginia
$881K – – –
KNW
1946
Kesler Norman & Wride
Utah
$880K -$94.7K -303 -10%
WF
1947
WoodTrust Financial
Wisconsin
$879K -$46.9K -150 -5%
TTIC
1948
Tower Trust & Investment Company
Iowa
$879K +$879K +2,749 New
CFGW
1949
Chancellor Financial Group WB
Pennsylvania
$878K +$172K +550 +24%
AWM
1950
Aprio Wealth Management
Georgia
$877K +$245K +785 +39%
76 77
78
79 80