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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 %
HWM
2001
Horizon Wealth Management
Illinois
$814K -$3.75K -12 -0.5%
BB
2002
Berkshire Bank
Massachusetts
$812K -$25.6K -82 -3%
TA
2003
TCM Advisors
West Virginia
$812K -$754K – –
SMH
2004
Sanders Morris Harris
Texas
$812K – – –
TCOTS
2005
Trust Company of the South
North Carolina
$812K +$25.9K +83 +3%
VST
2006
Van Strum & Towne
California
$812K +$62.5K +200 +8%
BWP
2007
Balboa Wealth Partners
Arizona
$812K +$6.87K +22 +0.9%
WSCM
2008
Wellington Shields Capital Management
New York
$811K -$322K -1,030 -28%
KTC
2009
Kentucky Trust Company
Kentucky
$811K -$39.7K -127 -5%
FFO
2010
Fortitude Family Office
Arizona
$809K -$507K -1,623 -39%
CA
2011
Crewe Advisors
Utah
$809K +$167K +535 +26%
DPI
2012
Diversified Portfolios Inc
Michigan
$808K -$32.5K -104 -4%
CP
2013
Creekside Partners
California
$807K – – –
AFG
2014
Allegheny Financial Group
Pennsylvania
$806K -$120K -384 -13%
SOAMC
2015
Spirit of America Management Corp
New York
$806K – – –
MCA
2016
MSH Capital Advisors
Arizona
$805K +$95K +304 +13%
FFA
2017
First Foundation Advisors
California
$805K -$370K -1,184 -31%
CPBTD
2018
Central Pacific Bank - Trust Division
Hawaii
$805K -$179K -573 -18%
MAG
2019
Mayfair Advisory Group
Alabama
$804K -$38.1K -122 -5%
GIA
2020
GHP Investment Advisors
Colorado
$802K +$17.2K +55 +2%
CCC
2021
Compass Capital Corp
Massachusetts
$801K -$75.8K -245 -9%
SHGA
2022
Sand Hill Global Advisors
California
$800K +$157K +503 +24%
PBO
2023
Peoples Bank (Ohio)
Ohio
$800K -$19.7K -63 -2%
EB
2024
Exchange Bank
California
$799K +$7.19K +23 +0.9%
KW
2025
KWB Wealth
California
$798K +$2.03K +7 +0.3%
79 80
81
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