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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 %
CWM
2426
Crowley Wealth Management
Delaware
$490K +$1.56K +5 +0.3%
GAM
2427
GEM Asset Management
Michigan
$489K – – –
KWS
2428
Keystone Wealth Services
California
$488K -$32.5K -104 -6%
PIA
2429
Perennial Investment Advisors
California
$488K +$31.9K +102 +7%
TPWA
2430
TRUE Private Wealth Advisors
Oregon
$486K +$7.19K +23 +2%
CF
2431
Claris Financial
Virginia
$485K – – –
MMHP
2432
Murphy Middleton Hinkle & Parker
Georgia
$484K – – –
CFGA
2433
Cambridge Financial Group (Arizona)
Arizona
$483K +$29.3K +94 +6%
FSC
2434
Full Sail Capital
Oklahoma
$483K +$24.4K +78 +5%
BWL
2435
Bogart Wealth LLC
Virginia
$482K -$58.4K -187 -11%
MTWM
2436
Masso Torrence Wealth Management
New Jersey
$480K +$50.3K +161 +12%
PCM
2437
Princeton Capital Management
New Jersey
$479K – – –
IAG
2438
Ipsen Advisor Group
Arkansas
$478K -$3.75K -12 -0.8%
GCM
2439
Genus Capital Management
British Columbia, Canada
$478K +$478K +1,530 New
MAM
2440
McLean Asset Management
Virginia
$477K +$4.2K +14 +0.9%
SIAG
2441
Safeguard Investment Advisory Group
California
$476K +$170K +543 +56%
MEG
2442
Millstone Evans Group
Colorado
$474K – – –
FVWA
2443
Foster Victor Wealth Advisors
South Carolina
$474K +$227K +732 +92%
OAM
2444
Oxford Asset Management
United Kingdom
$473K +$30.3K +97 +7%
RIM
2445
Redwood Investment Management
Arizona
$472K +$472K +1,512 New
AHL
2446
Abel Hall LLC
Louisiana
$472K +$80K +256 +20%
JWBC
2447
John W. Bristol & Co
New York
$472K -$125K -399 -21%
CWM
2448
Centurion Wealth Management
Virginia
$471K – – –
IPAM
2449
Investment Partners Asset Management
New Jersey
$471K – – –
MWA
2450
MN Wealth Advisors
Kansas
$470K -$74.7K -239 -14%
96 97
98
99 100