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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 %
ACA
2051
Ackerman Capital Advisors
Texas
$772K – – –
GF
2052
GGM Financials
Ohio
$771K +$4.06K +13 +0.5%
VPF
2053
Vantage Point Financial
Illinois
$771K -$312 -1 -0%
PWM
2054
Prentice Wealth Management
New York
$770K +$21.6K +69 +3%
TFG
2055
Tilson Financial Group
New Jersey
$770K +$1.87K +6 +0.2%
FMTC
2056
Farmers & Merchants Trust Company
California
$770K -$55.9K -179 -7%
TFG
2057
Taylor Financial Group
Virginia
$770K +$18.4K +59 +2%
OFS
2058
Oldfather Financial Services
Nebraska
$769K -$10.9K -35 -1%
CSB
2059
City State Bank
Iowa
$767K -$15.6K -50 -2%
DWM
2060
Dynasty Wealth Management
Florida
$766K -$2.5K -8 -0.3%
SMA
2061
Seven Mile Advisory
New Jersey
$766K +$48.4K +155 +7%
BCM
2062
Brasada Capital Management
Texas
$764K -$15.3K -51 -2%
BFG
2063
Berger Financial Group
Minnesota
$762K +$28.1K +90 +4%
SPL
2064
Smart Portfolios LLC
Washington
$762K -$937 -3 -0.1%
ORC
2065
O'Rourke & Company
Massachusetts
$760K +$1.56K +5 +0.2%
FDDB
2066
Fidelity D&D Bancorp
Pennsylvania
$760K – – –
MWM
2067
Maridea Wealth Management
New York
$760K +$285K +912 +60%
PW
2068
PUREfi Wealth
Massachusetts
$759K +$340K +1,088 +81%
LFP
2069
Lakeshore Financial Planning
Michigan
$759K -$30.3K -97 -4%
ICA
2070
Infrastructure Capital Advisors
New York
$757K -$555K -1,778 -42%
SFSG
2071
Sound Financial Strategies Group
Mississippi
$757K -$194K -622 -20%
AIP
2072
Almanack Investment Partners
Pennsylvania
$756K +$186K +596 +33%
DIM
2073
Delta Investment Management
California
$754K -$118K -378 -14%
KWM
2074
KFG Wealth Management
Indiana
$754K -$30.6K -98 -4%
TI
2075
tru Independence
Oregon
$752K +$4.06K +13 +0.5%
81 82
83
84 85