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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 %
SAM
2326
Shikiar Asset Management
New York
$553K +$1.25K +4 +0.2%
MWP
2327
Meridian Wealth Partners
Pennsylvania
$553K -$25.9K -83 -4%
FAN
2328
Financial Advisors Network
California
$552K -$3.12K -10 -0.6%
CWP
2329
Core Wealth Partners
California
$551K -$937 -3 -0.2%
RF
2330
Rossby Financial
Florida
$550K -$53.5K -169 -9%
IWB
2331
Innovative Wealth Building
Maryland
$549K +$14.4K +46 +3%
LA
2332
Latitude Advisors
Florida
$549K -$66.8K -214 -11%
SCG
2333
Sonata Capital Group
Washington
$548K – – –
CPRC
2334
Consolidated Portfolio Review Corp
New York
$548K +$67.5K +216 +14%
OPCM
2335
Osborne Partners Capital Management
California
$546K – – –
GPWM
2336
Grant Private Wealth Management
California
$546K +$5.62K +18 +1%
VCM
2337
Vivaldi Capital Management
Illinois
$545K +$103K +330 +23%
TC
2338
Trust Company
Kansas
$544K -$179K -574 -25%
LD
2339
Lipe & Dalton
New York
$544K – – –
TW
2340
Traveka Wealth
California
$543K +$3.12K +10 +0.6%
OPPS
2341
Obsidian Personal Planning Solutions
Maryland
$542K +$639 +2 +0.1%
MDA
2342
Minot DeBlois Advisors
Massachusetts
$541K +$1.25K +4 +0.2%
EM
2343
Excalibur Management
Massachusetts
$541K +$28.7K +92 +6%
CCA
2344
Childress Capital Advisors
Texas
$540K -$32.5K -104 -6%
AWM
2345
Affinity Wealth Management
Delaware
$540K +$9.37K +30 +2%
CWM
2346
Castle Wealth Management
Florida
$540K -$7.18K -23 -1%
RRCM
2347
Rappaport Reiches Capital Management
Illinois
$540K +$14.7K +47 +3%
MTIC
2348
Missouri Trust & Investment Company
Missouri
$539K -$49.4K -158 -8%
RWA
2349
Rooted Wealth Advisors
Illinois
$538K +$12.6K +42 +2%
SP
2350
Symmetry Partners
Connecticut
$538K +$25.9K +83 +5%
92 93
94
95 96