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McDonald's
MCD

Overview Fund Activity

3,355 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,346 increasing their positions, 1,362 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,355
Holders Change
-16
Holders Change %
-0.47%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
Increased
1,346
Reduced
1,362
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$762M
2
Amundi
Amundi
France
+$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$577M
4
UBS AM
UBS AM
Illinois
+$519M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$837M
3
Bank of America
Bank of America
North Carolina
-$634M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$548M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
2126
Silverlake Wealth Management
Vermont
$663K +$23.7K +81 +4%
WSC
2127
Wellington Shields & Co
New York
$662K – – –
VIPI
2128
Vista Investment Partners II
Indiana
$661K +$1.75K +6 +0.3%
CIA
2129
Cladis Investment Advisory
Montana
$661K – – –
OF
2130
Optimize Financial
California
$659K -$4.68K -16 -0.7%
TTIC
2131
Tower Trust & Investment Company
Iowa
$658K -$145K -495 -18%
BI
2132
Bolthouse Investments
California
$658K – – –
RIS
2133
Richmond Investment Services
Wisconsin
$658K +$374K +1,279 +131%
LWAM
2134
Legacy Wealth Asset Management
Minnesota
$657K -$2.05K -7 -0.3%
SIC
2135
Sterling Investment Counsel
New York
$655K -$588K -2,013 -47%
CPA
2136
Capital Performance Advisors
California
$654K +$9.06K +31 +1%
NFTC
2137
North Forty Two & Co
Oregon
$654K – – –
SBWIC
2138
Schaper Benz & Wise Investment Counsel
Wisconsin
$654K – – –
FBFS
2139
First Business Financial Services
Wisconsin
$651K – – –
PAA
2140
Peregrine Asset Advisers
Oregon
$651K +$5.84K +20 +0.9%
TCWM
2141
Total Clarity Wealth Management
Illinois
$650K +$33K +113 +5%
EB
2142
Exchange Bank
California
$649K -$98.8K -338 -13%
SC
2143
Swan Capital
Florida
$647K +$467K +1,600 +260%
TFA
2144
Transamerica Financial Advisors
Florida
$646K -$12K -41 -2%
V
2145
ViaWealth
Kansas
$646K -$26K -89 -4%
BMO
2146
Beck Mack & Oliver
New York
$644K +$14.6K +50 +2%
SFG
2147
Sovereign Financial Group
Connecticut
$644K -$50.5K -173 -7%
CAM
2148
Clark Asset Management
New Hampshire
$643K +$316K +1,083 +97%
AT
2149
American Trust
Kentucky
$643K -$38.6K -132 -6%
BG
2150
Bollard Group
Massachusetts
$642K +$30.1K +103 +5%
84 85
86
87 88