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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 %
PWA
2401
Primoris Wealth Advisors
Florida
$504K -$121K -387 -19%
MIP
2402
Marietta Investment Partners
Wisconsin
$504K -$20.3K -65 -4%
UWPG
2403
Ullmann Wealth Partners Group
Florida
$504K -$48.1K -154 -9%
SM
2404
Sweeney & Michel
California
$504K +$504K +1,680 New
CWM
2405
Chemistry Wealth Management
New York
$504K -$14.1K -45 -3%
PIFP
2406
Partners in Financial Planning
Virginia
$504K – – –
LI
2407
LifeWealth Investments
Florida
$503K +$188K +603 +60%
JBA
2408
Johnson Bixby & Associates
Washington
$503K – – –
LJAC
2409
L.J. Altfest & Co
New York
$502K +$16.2K +52 +3%
KCFA
2410
Key Client Fiduciary Advisors
New Jersey
$502K +$1.87K +6 +0.4%
MFA
2411
Millington Financial Advisors
Illinois
$501K +$2.17K +7 +0.4%
EWA
2412
EQ Wealth Advisors
Texas
$500K – – –
PTC
2413
Philadelphia Trust Company
Pennsylvania
$499K -$14.7K -47 -3%
PIA
2414
Powell Investment Advisors
Florida
$498K – – –
PSP
2415
Pacific Sage Partners
Washington
$498K +$85.9K +275 +21%
WDC
2416
Woodward Diversified Capital
California
$497K +$37.2K +119 +8%
MF
2417
Manchester Financial
California
$496K – – –
RFA
2418
Reyes Financial Architecture
California
$496K +$124K +397 +33%
LT
2419
Legacy Trust
Michigan
$495K – – –
SA
2420
SL Advisors
New Jersey
$494K -$15.9K -51 -3%
CAGAS
2421
Capital Advisory Group Advisory Services
Minnesota
$494K +$17.8K +57 +4%
CCA
2422
Catalyst Capital Advisors
New York
$494K +$154K +492 +45%
FFA
2423
Florida Financial Advisors
Florida
$492K +$24.7K +79 +5%
RTC
2424
Real Talk Capital
Tennessee
$492K +$5.94K +19 +1%
KA
2425
KDT Advisors
New York
$491K -$123K -395 -20%
95 96
97
98 99