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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 %
MWM
2376
McMill Wealth Management
Nebraska
$523K +$523K +1,675 New
FPGK
2377
Financial Partners Group (Kansas)
Kansas
$523K +$2.19K +7 +0.4%
BWM
2378
Baron Wealth Management
Michigan
$523K -$5K -16 -0.9%
BWA
2379
BlueChip Wealth Advisors
Georgia
$522K -$20.6K -66 -4%
BF
2380
bLong Financial
Tennessee
$522K – – –
IPWA
2381
International Private Wealth Advisors
California
$521K +$16.6K +53 +3%
TWA
2382
Talisman Wealth Advisors
New Jersey
$520K -$11.9K -38 -2%
SMWM
2383
Silvia McColl Wealth Management
California
$520K – – –
TCM
2384
TruNorth Capital Management
Michigan
$519K +$375K +1,200 +259%
CCM
2385
Crew Capital Management
Ohio
$519K +$5.94K +19 +1%
VCM
2386
Verde Capital Management
Michigan
$516K +$1.56K +5 +0.3%
OFP
2387
OFC Financial Planning
New Jersey
$515K – – –
GAB
2388
German American Bancorp
Indiana
$514K +$625 +2 +0.1%
TC
2389
Trilogy Capital
California
$512K -$17.8K -57 -3%
ML
2390
Mayport LLC
Massachusetts
$511K +$8.12K +26 +2%
FCA
2391
FLC Capital Advisors
California
$510K – – –
BCM
2392
Bayesian Capital Management
New York
$508K +$508K +1,625 New
CHAM
2393
Clear Harbor Asset Management
Connecticut
$507K +$10.9K +35 +2%
CG
2394
CFO4Life Group
Texas
$507K -$90.9K -291 -15%
GWP
2395
Gateway Wealth Partners
Wisconsin
$507K +$20.9K +67 +4%
CAL
2396
Capital Advisors Ltd
Ohio
$507K +$4.68K +15 +0.9%
CWMGO
2397
Capstone Wealth Management Group (Oregon)
Oregon
$507K +$937 +3 +0.2%
CH
2398
Cromwell Holdings
Wyoming
$506K – – –
NFW
2399
Noble Family Wealth
Florida
$506K – – –
TWP
2400
Triad Wealth Partners
Kansas
$504K +$202K +645 +67%
94 95
96
97 98