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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
BBA
2526
Braun-Bostich & Associates
Pennsylvania
$441K -$9.27K -31 -2%
TW
2527
Transform Wealth
Colorado
$437K -$37.7K -126 -8%
CWM
2528
Challenger Wealth Management
California
$435K +$3.59K +12 +0.9%
BWG
2529
Berry Wealth Group
Texas
$435K +$94.5K +316 +29%
CAAM
2530
Cornerstone Advisors Asset Management
Pennsylvania
$434K +$7.48K +25 +2%
KJHP
2531
K.J. Harrison & Partners
Ontario, Canada
$433K -$3.89M -12,990 -90%
FOA
2532
Five Oceans Advisors
California
$433K +$598 +2 +0.1%
AWAP
2533
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$431K
OC
2534
Optima Capital
Oregon
$431K +$598 +2 +0.1%
SFS
2535
Symphony Financial Services
Ohio
$431K +$299 +1 +0.1%
SWC
2536
Spectrum Wealth Counsel
Indiana
$430K
BWP
2537
BSW Wealth Partners
Colorado
$430K -$20.6K -69 -5%
CS
2538
Capital Square
Tennessee
$430K -$12.6K -42 -3%
BWM
2539
Blossom Wealth Management
California
$428K
WCM
2540
Wallace Capital Management
Texas
$428K -$59.5K -199 -13%
PGIM
2541
Pacific Global Investment Management
California
$427K -$185K -620 -31%
CFG
2542
Certior Financial Group
Pennsylvania
$427K +$10.5K +35 +3%
STA
2543
Smith Thornton Advisors
Alabama
$427K -$2.99K -10 -0.7%
HFP
2544
Holistic Financial Partners
Indiana
$426K -$3.89K -13 -0.9%
LFG
2545
Lockerman Financial Group
California
$426K -$2.09K -7 -0.5%
SGWM
2546
Sterling Group Wealth Management
California
$425K
LC
2547
Lavaca Capital
Texas
$425K
BEAM
2548
Baker Ellis Asset Management
Washington
$424K +$2.39K +8 +0.6%
SIG
2549
Spinnaker Investment Group
California
$424K +$299 +1 +0.1%
KOC
2550
Koss-Olinger Consulting
Florida
$424K +$406K +1,356 New

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.