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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 %
LWM
2026
Lakeridge Wealth Management
Ohio
$796K +$11.2K +36 +1%
CC
2027
Callan Capital
California
$795K +$85K +272 +12%
EMAM
2028
Encompass More Asset Management
California
$795K -$51.9K -166 -6%
DFG
2029
Delta Financial Group
New Jersey
$795K -$6.42K -21 -0.8%
SG
2030
Somerset Group
Minnesota
$795K – – –
NPPM
2031
North Point Portfolio Managers
Ohio
$794K +$215K +689 +37%
VPP
2032
Vertex Planning Partners
Illinois
$794K -$35K -112 -4%
EA
2033
Everpar Advisors
Oklahoma
$793K -$27.2K -87 -3%
AA
2034
Armis Advisers
Georgia
$791K +$291K +921 +58%
CWA
2035
CM Wealth Advisors
Ohio
$790K – – –
GAG
2036
GM Advisory Group
New York
$788K +$43.1K +138 +6%
PFG
2037
Pinnacle Financial Group
Illinois
$788K +$316K +1,012 +67%
ARC
2038
Advisor Resource Council
Texas
$788K +$788K +2,523 New
PWM
2039
PBMares Wealth Management
Virginia
$787K -$160K -512 -17%
FA
2040
Fiducient Advisors
Illinois
$786K +$50.3K +161 +7%
W
2041
Wealthquest
Ohio
$785K -$25.6K -82 -3%
HAS
2042
Holland Advisory Services
Florida
$783K +$312 +1 +0%
GG
2043
Gleason Group
Kentucky
$780K +$4.69K +15 +0.6%
PSFG
2044
Park Square Financial Group
Georgia
$780K +$360K +1,152 +86%
ALA
2045
Atlas Legacy Advisors
California
$779K +$31.2K +100 +4%
ATC
2046
Advantage Trust Company
Kansas
$779K -$333K -1,066 -30%
LWM
2047
Lodestone Wealth Management
Washington
$779K +$22.2K +71 +3%
YIM
2048
Yoffe Investment Management
Pennsylvania
$776K – – –
Balyasny Asset Management
2049
Balyasny Asset Management
Illinois
$775K -$53M -169,625 -99%
SIA
2050
Schear Investment Advisers
Ohio
$773K -$2.19K -7 -0.3%
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82
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