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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 %
OC
1951
Oarsman Capital
Wisconsin
$876K -$21.2K -68 -2%
FCFC
1952
First Citizens Financial Corp
Iowa
$876K +$3.12K +10 +0.4%
EM
1953
ELCO Management
New York
$874K -$61.5K -197 -7%
AGWCA
1954
Annis Gardner Whiting Capital Advisors
Florida
$874K -$10.3K -33 -1%
BFAG
1955
Blackston Financial Advisory Group
Florida
$873K +$70.9K +227 +9%
FRA
1956
Front Row Advisors
California
$871K -$52.8K -169 -6%
FPWM
1957
FSB Premier Wealth Management
Iowa
$870K +$83.4K +267 +11%
PCS
1958
Personal CFO Solutions
New Jersey
$870K +$37.5K +120 +5%
TT
1959
TI-Trust
Illinois
$869K
GLLW
1960
Graves Light Lenhart Wealth
Virginia
$868K +$22.5K +72 +3%
FDS
1961
First Dallas Securities
Texas
$867K -$31.2K -100 -3%
PCM
1962
Penserra Capital Management
California
$867K +$283K +909 +49%
GWWM
1963
Great Waters Wealth Management
Minnesota
$864K +$864K +2,767 New
APW
1964
Austin Private Wealth
Texas
$860K +$56.5K +181 +7%
GSWM
1965
Golden State Wealth Management
California
$859K +$90.3K +289 +12%
NWAG
1966
Net Worth Advisory Group
Utah
$859K +$191K +612 +29%
CWM
1967
Circle Wealth Management
New Jersey
$859K -$66.5K -213 -7%
JE
1968
JMAC Enterprises
Pennsylvania
$857K -$1.75M -5,607 -67%
HWMG
1969
Hurlow Wealth Management Group
Indiana
$855K -$31.2K -100 -4%
BWA
1970
Blodgett Wealth Advisors
California
$854K -$15.6K -50 -2%
GAM
1971
Gould Asset Management
California
$850K +$1.56K +5 +0.2%
BOM
1972
Bank of Marin
California
$848K
RFA
1973
Rollins Financial Advisors
New York
$847K -$11.9K -38 -1%
IA
1974
Insight Advisors
Pennsylvania
$847K -$13.1K -42 -2%
WF
1975
Wayfinding Financial
Washington
$847K -$3.75K -12 -0.4%