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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
PAM
2601
Peak Asset Management
Colorado
$401K +$9.27K +31 +2%
HCM
2602
Hutchinson Capital Management
California
$401K
GSIAS
2603
Garden State Investment Advisory Services
New Jersey
$399K -$5.38K -18 -1%
AIA
2604
Allied Investment Advisors
Montana
$399K
IWP
2605
Invenio Wealth Partners
Florida
$399K +$72.4K +242 +23%
SA
2606
Shilanski & Associates
Alaska
$397K +$380K +1,271 New
PFS
2607
Prospect Financial Services
New York
$397K +$598 +2 +0.2%
WFAG
2608
Wescott Financial Advisory Group
Pennsylvania
$396K +$5.08K +17 +1%
CICC
2609
Capital Investment Counsel (Colorado)
Colorado
$395K -$8.08K -27 -2%
MIC
2610
Meridian Investment Counsel
California
$394K
KCM
2611
Kathmere Capital Management
Pennsylvania
$394K +$76.6K +256 +25%
TIA
2612
Trust Investment Advisors
Indiana
$394K +$59.8K +200 +19%
GSWA
2613
Good Steward Wealth Advisors
Tennessee
$393K +$376K +1,258 New
IF
2614
Integrity Financial
Wyoming
$392K +$2.99K +10 +0.8%
WAS
2615
Winch Advisory Services
Wisconsin
$392K +$299 +1 +0.1%
HR
2616
Hardy Reed
Mississippi
$392K +$48.2K +161 +15%
NRW
2617
Nova R Wealth
Kansas
$392K +$29.9K +100 +9%
VAMG
2618
Voisard Asset Management Group
Michigan
$392K +$299 +1 +0.1%
AFS
2619
Anderson Financial Strategies
Ohio
$392K +$37.4K +125 +11%
PWA
2620
Providence Wealth Advisors
Illinois
$391K +$1.5K +5 +0.4%
FCMA
2621
Foresight Capital Management Advisors
Michigan
$390K +$897 +3 +0.2%
LGG
2622
Luts & Greenleigh Group
Maryland
$390K +$1.2K +4 +0.3%
RFA
2623
Resurgent Financial Advisors
Georgia
$390K -$2.39K -8 -0.6%
LSWM
2624
Lorne Steinberg Wealth Management
Canada
$390K -$4.79K -16 -1%
OP
2625
ORG Partners
Indiana
$389K -$15K -50 -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.