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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 %
AFG
2276
ABLE Financial Group
Arizona
$581K +$937 +3 +0.2%
ATS
2277
Ashton Thomas Securities
New York
$581K +$6.87K +22 +1%
SPA
2278
Sentinel Pension Advisors
Massachusetts
$580K +$1.87K +6 +0.3%
BWM
2279
BCGM Wealth Management
Indiana
$579K +$3.12K +10 +0.5%
HFS
2280
Hoge Financial Services
Pennsylvania
$579K +$8.44K +27 +1%
FWP
2281
Falcon Wealth Planning
California
$579K +$67.5K +216 +13%
TWP
2282
Tower Wealth Partners
Pennsylvania
$577K +$95K +304 +20%
CL
2283
CVFG LLC
Indiana
$576K +$11.9K +38 +2%
LAS
2284
LWM Advisory Services
Florida
$575K – – –
GA
2285
Goldstein Advisors
Wisconsin
$575K -$1.56K -5 -0.3%
CIS
2286
Connors Investor Services
Pennsylvania
$575K – – –
MHWM
2287
Montz Harcus Wealth Management
Louisiana
$575K +$2.81K +9 +0.5%
BAM
2288
BOS Asset Management
Illinois
$574K +$46.9K +150 +9%
CWI
2289
Conscious Wealth Investments
Florida
$574K – – –
BIG
2290
Brookwood Investment Group
Arizona
$571K +$571K +1,829 New
HP
2291
Holistic Planning
Texas
$571K -$62.5K -200 -10%
MWM
2292
MBE Wealth Management
Wisconsin
$571K +$312 +1 +0.1%
VC
2293
Veracity Capital
Georgia
$571K -$21.9K -70 -4%
GTAM
2294
Global Trust Asset Management
Florida
$571K +$5.31K +17 +0.9%
LCM
2295
Lazari Capital Management
California
$569K -$15K -48 -3%
PJWM
2296
Philip James Wealth Mangement
Georgia
$569K -$157K -501 -22%
SCP
2297
Sivia Capital Partners
California
$566K +$22.5K +72 +4%
CNTOF
2298
Canandaigua National Trust of Florida
New York
$566K – – –
SC
2299
Sepio Capital
Utah
$566K -$57.5K -184 -9%
DA
2300
Detalus Advisors
Missouri
$565K +$12.2K +39 +2%
90 91
92
93 94