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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
WIA
2551
Wealthedge Investment Advisors
New York
$423K -$22.7K -76 -5%
DWP
2552
Destiny Wealth Partners
Florida
$423K +$299 +1 +0.1%
MP
2553
Moment Partners
California
$421K -$5.68K -19 -1%
KF
2554
KKM Financial
Illinois
$420K -$14.4K -48 -3%
AWA
2555
AmeriServ Wealth Advisors
Pennsylvania
$420K -$3.89K -13 -1%
CIC
2556
Chase Investment Counsel
Virginia
$420K -$2.09K -7 -0.5%
MFG
2557
Midwest Financial Group
Kansas
$419K
PSCM
2558
Per Stirling Capital Management
Texas
$419K +$299 +1 +0.1%
FNBSF
2559
First National Bank Sioux Falls
South Dakota
$418K -$53.8K -180 -12%
SPWG
2560
Sage Private Wealth Group
Illinois
$418K +$7.18K +24 +2%
ME
2561
McIlrath & Eck
Washington
$417K +$113K +378 +39%
MS
2562
Maven Securities
Jersey
$417K -$1.45M -4,852 -78%
CWA
2563
Consilium Wealth Advisory
Texas
$417K +$9.87K +33 +3%
6F
2564
626 Financial
Michigan
$416K
OKSA
2565
O'Keefe Stevens Advisory
New York
$415K
BTWM
2566
Baker Tilly Wealth Management
Wisconsin
$415K +$76.9K +257 +24%
SI
2567
Saxon Interests
Texas
$415K -$598K -1,998 -60%
MF
2568
Montis Financial
Massachusetts
$414K
AIFAIM
2569
American Institute for Advanced Investment Management
Arizona
$414K
CGH
2570
CMG Global Holdings
Texas
$413K -$23.9K -80 -6%
CAC
2571
Certified Advisory Corp
Florida
$413K -$56.5K -189 -13%
NI
2572
Natural Investments
California
$413K +$299 +1 +0.1%
SSW
2573
Stone Summit Wealth
Florida
$412K -$11.7K -39 -3%
SPWM
2574
Spartan Planning & Wealth Management
North Carolina
$412K +$5.98K +20 +2%
EFA
2575
Edge Financial Advisors
Illinois
$411K +$31.4K +105 +9%

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.