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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 %
WWA
2351
Wealth Watch Advisors
Colorado
$514K +$514K +1,825 New
VP
2352
Verum Partners
North Carolina
$512K +$21K +72 +4%
MTWM
2353
Masso Torrence Wealth Management
New Jersey
$512K +$63.1K +216 +14%
DLCIG
2354
D.L. Carlson Investment Group
New Hampshire
$510K -$180K -615 -26%
LD
2355
Lipe & Dalton
New York
$509K – – –
PJWM
2356
Philip James Wealth Mangement
Georgia
$508K -$24.3K -83 -5%
AWM
2357
Affinity Wealth Management
Delaware
$508K +$2.92K +10 +0.6%
SP
2358
Symmetry Partners
Connecticut
$508K +$4.38K +15 +0.9%
EM
2359
Excalibur Management
Massachusetts
$507K +$877 +3 +0.2%
SA
2360
Sovran Advisors
California
$506K -$56.3K -193 -10%
LAS
2361
LWM Advisory Services
Florida
$506K -$32.2K -110 -6%
TW
2362
Traveka Wealth
California
$505K -$2.92K -10 -0.6%
CWM
2363
Castle Wealth Management
Florida
$503K -$1.75K -6 -0.3%
NRC
2364
New Republic Capital
North Carolina
$503K +$11.4K +39 +2%
RB
2365
Rodgers Brothers
Pennsylvania
$502K – – –
HPIA
2366
Hamilton Point Investment Advisors
North Carolina
$502K – – –
MTIC
2367
Missouri Trust & Investment Company
Missouri
$502K -$2.34K -8 -0.5%
SNB
2368
Security National Bank
Nebraska
$502K – – –
WA
2369
WealthTrust Axiom
Pennsylvania
$501K -$67.2K -230 -12%
CWM
2370
Centurion Wealth Management
Virginia
$501K +$26K +89 +5%
NRI
2371
NFP Retirement Inc
California
$500K +$181K +621 +57%
Group One Trading
2372
Group One Trading
Illinois
$500K +$500K +1,711 New
IWA
2373
Inspirion Wealth Advisors
Illinois
$499K -$540K -1,848 -52%
CWA
2374
Clearview Wealth Advisors
Oregon
$499K -$2.34K -8 -0.5%
USWIA
2375
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K -$47K -161 -9%
93 94
95
96 97