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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 %
CVA
1976
Central Valley Advisors
California
$847K -$312K -999 -27%
EAM
1977
Evanson Asset Management
California
$845K -$130K -417 -13%
ICM
1978
IMS Capital Management
Oregon
$844K -$15.6K -50 -2%
HCMG
1979
Howard Capital Management Group
California
$843K -$7.81K -25 -0.9%
AWM
1980
Atticus Wealth Management
Florida
$840K +$97.8K +313 +13%
PCA
1981
Purkiss Capital Advisors
Connecticut
$839K -$142K -454 -14%
AI
1982
Arrien Investments
Idaho
$836K +$4.37K +14 +0.5%
QWM
1983
Quadcap Wealth Management
Texas
$836K -$2.81K -9 -0.3%
SWA
1984
SOA Wealth Advisors
New York
$836K +$594K +6,629 +246%
ONST
1985
Old North State Trust
North Carolina
$832K – – –
KWM
1986
Keebeck Wealth Management
Illinois
$827K +$12.5K +40 +2%
PDL
1987
Portfolio Design Labs
California
$825K -$543K -1,737 -40%
LOIP
1988
Live Oak Investment Partners
Texas
$824K +$824K +2,638 New
GHA
1989
Granite Harbor Advisors
Texas
$823K +$32.5K +104 +4%
CWA
1990
Canvas Wealth Advisors
Kansas
$822K +$60.9K +191 +8%
TC
1991
TFR Capital
Texas
$818K +$437K +1,400 +115%
QWP
1992
Quotient Wealth Partners
Texas
$817K +$80.6K +258 +11%
IP
1993
Ignite Planners
California
$817K +$74.6K +238 +10%
PAM
1994
PCG Asset Management
New Jersey
$816K +$7.81K +25 +1%
CWA
1995
Centennial Wealth Advisory
Michigan
$816K +$75.9K +243 +10%
WAG
1996
Winthrop Advisory Group
Massachusetts
$816K +$14.4K +46 +2%
AP
1997
Advisors Preferred
Maryland
$815K +$815K +2,600 New
SPWM
1998
Schrum Private Wealth Management
Florida
$815K – – –
CRWM
1999
Castle Rock Wealth Management
California
$815K -$123K -391 -13%
IA
2000
IAM Advisory
Pennsylvania
$815K +$5K +16 +0.6%
78 79
80
81 82