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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
VWM
2626
Vigilare Wealth Management
Arizona
$388K +$598 +2 +0.2%
LCG
2627
Lakeshore Capital Group
Illinois
$388K -$69.4K -232 -16%
AWM
2628
Avaii Wealth Management
Wisconsin
$386K +$3.29K +11 +0.9%
AWMT
2629
AAFMAA Wealth Management & Trust
North Carolina
$384K
GWA
2630
Gratus Wealth Advisors
Virginia
$384K -$181K -604 -33%
RAM
2631
Readystate Asset Management
Illinois
$384K -$331K -1,108 -47%
RRA
2632
Round Rock Advisors
Connecticut
$384K +$3.89K +13 +1%
AWA
2633
Alaska Wealth Advisors
Alaska
$384K +$897 +3 +0.2%
TCM
2634
Triumph Capital Management
Colorado
$383K +$26K +87 +8%
TWM
2635
Tanager Wealth Management
United Kingdom
$383K +$366K +1,225 New
TWP
2636
Tempus Wealth Planning
California
$382K
CFG
2637
Carr Financial Group
Massachusetts
$382K +$1.5K +5 +0.4%
TAM
2638
Trillium Asset Management
Massachusetts
$382K -$8.08K -27 -2%
CA
2639
Carson Advisory
Georgia
$382K -$5.98K -20 -2%
TRIA
2640
Trail Ridge Investment Advisors
Colorado
$381K -$69.1K -231 -16%
NME
2641
Notis-McConarty Edward
$381K -$13.8K -46 -4%
TFF
2642
The Family Firm
Maryland
$381K +$25.4K +85 +7%
AA
2643
Acorns Advisers
California
$381K +$45.8K +153 +14%
AW
2644
Alaethes Wealth
Nevada
$381K +$10.5K +35 +3%
BW
2645
BXM Wealth
Colorado
$381K +$1.2K +4 +0.3%
RMF
2646
Red Mountain Financial
Colorado
$380K
SFG
2647
Sather Financial Group
Texas
$380K +$39.8K +133 +12%
PSP
2648
Principal Street Partners
Tennessee
$380K
NECFA
2649
New England Capital Financial Advisors
Connecticut
$380K +$897 +3 +0.2%
DCBT
2650
Dakota Community Bank & Trust
North Dakota
$380K -$12K -40 -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.