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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
MC
2576
Montag & Caldwell
Georgia
$411K
MPW
2577
Monterey Private Wealth
California
$411K -$61.3K -205 -13%
MCM
2578
Mainstream Capital Management
California
$410K
PRI
2579
Prepared Retirement Institute
Pennsylvania
$410K -$19.7K -66 -5%
MF
2580
Meridian Financial
Massachusetts
$407K
FIBT
2581
First International Bank & Trust
North Dakota
$407K
EBWM
2582
Eagle Bluffs Wealth Management
Missouri
$406K +$36.2K +121 +10%
TA
2583
TrueWealth Advisors
Alabama
$406K -$9.87K -33 -2%
D.E. Shaw & Co
2584
D.E. Shaw & Co
New York
$406K -$13.1M -43,677 -97%
NPA
2585
Nichols & Pratt Advisers
Massachusetts
$406K
EWS
2586
Eagle Wealth Strategies
New Jersey
$405K -$51.1K -171 -12%
AF
2587
Apollon Financial
South Carolina
$405K +$23.6K +79 +6%
EBSAM
2588
Eubel Brady & Suttman Asset Management
Ohio
$405K
Loomis, Sayles & Company
2589
Loomis, Sayles & Company
Massachusetts
$405K +$112K +374 +41%
RS
2590
Rakuten Securities
Japan
$404K -$214K -716 -36%
WCP
2591
Wealthcare Capital Partners
Pennsylvania
$404K -$10.5K -35 -3%
KIC
2592
Keating Investment Counselors
Florida
$403K -$29.9K -100 -7%
RS
2593
Retirement Solution
Washington
$403K +$386K +1,289 New
AT
2594
Arlington Trust
Alabama
$403K -$67.3K -225 -15%
SLC
2595
Second Line Capital
Louisiana
$402K +$125K +419 +48%
BFG
2596
Birch Financial Group
New Hampshire
$402K +$4.19K +14 +1%
AWP
2597
Axis Wealth Partners
Rhode Island
$402K -$37.7K -126 -9%
FZCM
2598
Flynn Zito Capital Management
New York
$402K +$299 +1 +0.1%
LRIA
2599
Leonard Rickey Investment Advisors
Washington
$402K +$6.28K +21 +2%
AR
2600
Apeiron RIA
Texas
$402K -$14.7K -49 -4%

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.