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McDonald's
MCD

Overview Fund Activity

3,355 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,346 increasing their positions, 1,362 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,355
Holders Change
-16
Holders Change %
-0.47%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
Increased
1,346
Reduced
1,362
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$762M
2
Amundi
Amundi
France
+$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$577M
4
UBS AM
UBS AM
Illinois
+$519M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$837M
3
Bank of America
Bank of America
North Carolina
-$634M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$548M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1976
Atticus Wealth Management
Florida
$804K +$18.7K +64 +2%
RFA
1977
Rollins Financial Advisors
New York
$804K +$11.4K +39 +1%
HFAS
1978
Hummer Financial Advisory Services
Illinois
$803K -$23.4K -80 -3%
NFC
1979
Northeast Financial Consultants
Connecticut
$803K -$1.39M -4,761 -63%
ONST
1980
Old North State Trust
North Carolina
$802K -$36.5K -125 -4%
IWA
1981
IBEX Wealth Advisors
New Jersey
$802K +$802K +2,744 New
DPI
1982
Diversified Portfolios Inc
Michigan
$801K +$45.3K +155 +6%
WDC
1983
Woodward Diversified Capital
California
$800K +$335K +1,148 +72%
HWMG
1984
Hurlow Wealth Management Group
Indiana
$800K – – –
BWA
1985
Blodgett Wealth Advisors
California
$799K – – –
RA
1986
RiverPark Advisors
New York
$796K -$126K -430 -14%
BIG
1987
Brookwood Investment Group
Arizona
$796K +$262K +897 +49%
CF
1988
Centaurus Financial
California
$794K -$63.7K -218 -7%
COCM
1989
Charter Oak Capital Management
New Hampshire
$793K -$210K -718 -21%
KWM
1990
KFG Wealth Management
Indiana
$790K +$85.6K +293 +12%
PSFG
1991
Park Square Financial Group
Georgia
$790K +$60.5K +207 +8%
HCMG
1992
Howard Capital Management Group
California
$789K – – –
AW
1993
Alteri Wealth
California
$788K -$323K -1,105 -29%
CWA
1994
Centennial Wealth Advisory
Michigan
$787K +$23.1K +79 +3%
AI
1995
Arrien Investments
Idaho
$786K +$4.09K +14 +0.5%
BOM
1996
Bank of Marin
California
$785K -$8.47K -29 -1%
BB
1997
Berkshire Bank
Massachusetts
$785K +$24.8K +85 +3%
KWM
1998
Keebeck Wealth Management
Illinois
$785K +$11.7K +40 +2%
KA
1999
KLCM Advisors
Wisconsin
$784K -$576K -1,971 -42%
WF
2000
Wayfinding Financial
Washington
$781K -$44.4K -146 -5%
78 79
80
81 82