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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
45.79%
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 %
OCPWS
2201
One Charles Private Wealth Services
Massachusetts
$644K +$57.2K +183 +10%
RWP
2202
Revolve Wealth Partners
New Jersey
$643K +$36.9K +118 +6%
JWM
2203
Jupiter Wealth Management
Colorado
$642K – – –
MWS
2204
MFA Wealth Services
California
$641K -$52.5K -168 -8%
CWMK
2205
Caliber Wealth Management (Kansas)
Kansas
$641K +$641K +2,051 New
VCM
2206
Versant Capital Management
Arizona
$640K +$299K +957 +88%
OAM
2207
Occidental Asset Management
California
$639K +$156K +499 +32%
SL
2208
Sentinus LLC
Illinois
$639K -$20K -64 -3%
FSG
2209
Financial Strategies Group
Michigan
$637K +$2.81K +9 +0.4%
RA
2210
Riversedge Advisors
Delaware
$637K +$82.8K +265 +15%
PD
2211
Planning Directions
Pennsylvania
$636K -$14.1K -45 -2%
LA
2212
Lifeworks Advisors
Michigan
$636K +$75.3K +241 +13%
BWM
2213
BlackDiamond Wealth Management
New York
$632K -$7.84K -25 -1%
PS
2214
Planned Solutions
California
$629K – – –
DLA
2215
Douglas Lane & Associates
New York
$629K -$108K -346 -15%
GCM
2216
Gladius Capital Management
Illinois
$628K +$628K +2,011 New
WI
2217
Wedgewood Investors
Pennsylvania
$628K – – –
SAM
2218
Sherman Asset Management
California
$628K +$26.5K +85 +4%
CI
2219
Cherokee Insurance
Michigan
$625K – – –
GWI
2220
Grace & White Inc
New York
$625K – – –
CA
2221
Capital Advantage
California
$624K – – –
CPC
2222
Congress Park Capital
New York
$623K -$109K -350 -15%
OCG
2223
Opus Capital Group
Ohio
$622K +$49.1K +157 +9%
FFO
2224
Fiduciary Family Office
Florida
$622K +$622K +1,991 New
HA
2225
Harfst & Associates
Wyoming
$621K +$621K +1,987 New
87 88
89
90 91