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McDonald's
MCD

Overview Fund Activity

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$376M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$270M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$3.76B
2
Barclays
Barclays
United Kingdom
-$319M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$270M
4
Capital World Investors
Capital World Investors
California
-$267M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
2001
Delta Financial Group
New Jersey
$615K -$839 -3 -0.1%
HCC
2002
Hirtle Callaghan & Co
Pennsylvania
$615K -$4.06M -14,507 -87%
DU
2003
Delphia (USA)
Ontario, Canada
$615K -$211K -756 -26%
EFG
2004
Ethos Financial Group
Pennsylvania
$612K -$2.8K -10 -0.5%
CAM
2005
Campion Asset Management
Virginia
$612K – – –
SHFA
2006
SC&H Financial Advisors
Maryland
$611K +$61.2K +219 +11%
D
2007
Diversified
Delaware
$611K -$221K -791 -27%
PO
2008
Private Ocean
California
$610K +$10.1K +36 +2%
SHGA
2009
Sand Hill Global Advisors
California
$610K -$29.4K -105 -5%
LFM
2010
LGT Fund Management
Liechtenstein
$610K – – –
PEA
2011
Park Edge Advisors
Ohio
$609K -$169K -605 -22%
B
2012
Bridgeworth
Alabama
$609K +$50K +179 +9%
MCM
2013
Maple Capital Management
Vermont
$608K -$41.7K -149 -6%
HI
2014
Hudock Inc
Pennsylvania
$608K +$16.5K +59 +3%
CWP
2015
Core Wealth Partners
California
$607K -$2.44M -8,723 -80%
DA
2016
Detalus Advisors
Missouri
$606K – – –
VWM
2017
Vigilare Wealth Management
Arizona
$606K +$2.24K +8 +0.4%
MMHP
2018
Murphy Middleton Hinkle & Parker
Georgia
$606K – – –
CF
2019
Corrigan Financial
Rhode Island
$605K +$1.4K +5 +0.2%
CFG
2020
Cooper Financial Group
California
$604K -$14.3K -51 -2%
LWP
2021
Lumature Wealth Partners
Georgia
$604K -$7.83K -28 -1%
AA
2022
Advisory Alpha
Michigan
$602K +$7.83K +28 +1%
MKC
2023
M. Kraus & Co
Vermont
$601K +$145K +518 +32%
LCM
2024
Landscape Capital Management
New Jersey
$599K -$155K -555 -21%
BAAM
2025
Baker Avenue Asset Management
California
$599K -$96.5K -345 -14%
79 80
81
82 83