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McDonald's

3,414 hedge funds and large institutions have $166B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,383 increasing their positions, 1,351 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 145

32% more funds holding in top 10

Funds holding in top 10: 4762 (+15)

8% more capital invested

Capital invested by funds: $153B → $166B (+$12.8B)

1.77% more ownership

Funds ownership: 72.63%74.4% (+1.8%)

10% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.56B

2% more repeat investments, than reductions

Existing positions increased: 1,383 | Existing positions reduced: 1,351

1% more funds holding

Funds holding: 3,3863,414 (+28)

Holders
3,414
Holders Change
+28
Holders Change %
+0.83%
% of All Funds
45.77%
Holding in Top 10
62
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+31.91%
% of All Funds
0.83%
New
230
Increased
1,383
Reduced
1,351
Closed
145
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2476
Bienville Capital Management
New York
$469K
ARMT
2477
Amica Retiree Medical Trust
Rhode Island
$467K -$305K -1,021 -41%
CWA
2478
Crux Wealth Advisors
California
$467K -$58.3K -195 -12%
GI
2479
GAMCO Investors
Connecticut
$467K -$163K -545 -27%
WLPWM
2480
Walled Lake Planning & Wealth Management
Illinois
$466K -$6.88K -23 -2%
BCM
2481
BTC Capital Management
Iowa
$466K +$17.9K +60 +4%
TIA
2482
Traphagen Investment Advisors
New Jersey
$465K +$48.2K +161 +12%
CMA
2483
Cedar Mountain Advisors
Oregon
$464K -$71.5K -239 -14%
PCH
2484
PGIM Custom Harvest
New Jersey
$464K +$49.7K +166 +13%
UCB
2485
United Community Bank
South Carolina
$463K -$1.89M -6,319 -81%
MIM
2486
Meridiem Investment Management
United Kingdom
$462K
WTFG
2487
Wood Tarver Financial Group
Idaho
$462K +$299 +1 +0.1%
VFPW
2488
Vantage Financial Partners (Wisconsin)
Wisconsin
$460K +$21.8K +73 +5%
FNA
2489
First National Advisers
Nebraska
$460K +$49.1K +164 +13%
MCP
2490
Mirador Capital Partners
California
$458K +$47K +157 +12%
OL
2491
one8zero8 LLC
North Carolina
$457K -$74.8K -250 -15%
MSCM
2492
McElhenny Sheffield Capital Management
Texas
$457K +$1.2K +4 +0.3%
SAM
2493
Summit Asset Management
Tennessee
$456K +$299 +1 +0.1%
HIC
2494
Hartline Investment Corp
Illinois
$456K
BAM
2495
Byrne Asset Management
New Jersey
$456K -$466K -1,559 Closed
CST
2496
Charles Schwab Trust
Nevada
$454K -$238K -797 -35%
RIS
2497
Retirement Income Solutions
Michigan
$454K -$9.87K -33 -2%
RK
2498
Rather & Kittrell
Tennessee
$454K
VIA
2499
Victrix Investment Advisors
Florida
$454K +$461K +1,540 New
AFAS
2500
Acorn Financial Advisory Services
Virginia
$453K +$1.2K +4 +0.3%

MCD Hedge Fund Activity: Q1 2025 in Review

3,414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2025, worth a combined $166B — up 8.4% from $153B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new MCD positions and 145 closed out — a net gain of 85 holders — while 1,383 added to existing stakes and 1,351 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $647M.

  • 3,414 institutional investors held McDonald's (MCD) as of Q1 2025, up from 3,386 in Q4 2024.
  • Funds reported $166B of McDonald's stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 230 funds opened new McDonald's positions in Q1 2025 and 145 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $1.45B added.
  • The largest McDonald's seller in Q1 2025 was Wellington Management Group, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2025.