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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 %
WSC
2126
Wellington Shields & Co
New York
$708K – – –
CIA
2127
Cladis Investment Advisory
Montana
$707K – – –
SFG
2128
Seamount Financial Group
Colorado
$706K -$10.6K -34 -1%
VIPI
2129
Vista Investment Partners II
Indiana
$705K +$28.4K +91 +4%
TFA
2130
Transamerica Financial Advisors
Florida
$705K -$71.6K -229 -9%
LWAM
2131
Legacy Wealth Asset Management
Minnesota
$705K -$10.3K -33 -1%
WP
2132
Westmount Partners
California
$705K -$281K -898 -28%
LPAM
2133
Lodestar Private Asset Management
California
$704K -$7.81K -25 -1%
SIM
2134
Seaview Investment Managers
Florida
$704K +$704K +2,254 New
BI
2135
Bolthouse Investments
California
$704K – – –
NFTC
2136
North Forty Two & Co
Oregon
$699K -$6.56K -21 -0.9%
SBWIC
2137
Schaper Benz & Wise Investment Counsel
Wisconsin
$699K – – –
LWM
2138
LongView Wealth Management
Georgia
$698K +$2.5K +8 +0.4%
FBFS
2139
First Business Financial Services
Wisconsin
$696K -$18.7K -60 -3%
SIM
2140
Sentry Investment Management
Wisconsin
$694K -$207K -691 -23%
PCA
2141
Prosperity Capital Advisors
Ohio
$692K -$8.78K -28 -1%
CPA
2142
Capital Performance Advisors
California
$690K +$423K +1,354 +158%
PAA
2143
Peregrine Asset Advisers
Oregon
$689K -$62.5K -200 -8%
VCAM
2144
Van Cleef Asset Management
Ohio
$689K -$68.4K -219 -9%
SFC
2145
SYM Financial Corp
Indiana
$687K +$5.31K +17 +0.8%
SAM
2146
Sompo Asset Management
Japan
$687K +$34.4K +110 +5%
ACGA
2147
Atlanta Consulting Group Advisors
Georgia
$686K – – –
MLFP
2148
MPS Loria Financial Planners
Illinois
$685K +$2.5K +8 +0.4%
CCFM
2149
Clear Creek Financial Management
Washington
$684K +$271K +868 +66%
SWM
2150
Silverlake Wealth Management
Vermont
$684K – – –
84 85
86
87 88