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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
AA
2651
Alesco Advisors
New York
$380K -$4.49K -15 -1%
S
2652
Sunpointe
Missouri
$379K -$267K -894 -42%
HWM
2653
Howard Wealth Management
Connecticut
$378K +$299 +1 +0.1%
VWA
2654
VSM Wealth Advisory
Maryland
$378K +$2.99K +10 +0.8%
RA
2655
Ruggaard & Associates
Ohio
$377K +$23K +77 +7%
EGA
2656
E&G Advisors
Texas
$377K
SWA
2657
Strategies Wealth Advisors
Michigan
$376K +$360K +1,205 New
MWA
2658
Motive Wealth Advisors
Michigan
$376K -$35.6K -119 -9%
HCM
2659
Highview Capital Management
Illinois
$376K
FWA
2660
FSM Wealth Advisors
Ohio
$375K +$36.8K +123 +11%
LWM
2661
Liberty Wealth Management
California
$375K +$8.08K +27 +2%
CWA
2662
CJM Wealth Advisers
Virginia
$375K -$1.5K -5 -0.4%
AW
2663
Atlas Wealth
Ohio
$375K
BWP
2664
Baldwin Wealth Partners
Massachusetts
$375K -$299 -1 -0.1%
MGWM
2665
Marks Group Wealth Management
Minnesota
$375K
GSAM
2666
Grant Street Asset Management
Pennsylvania
$374K
TA
2667
TPG Advisors
Illinois
$374K
BWM
2668
Birchcreek Wealth Management
Ohio
$374K
AA
2669
Auxano Advisors
Washington
$374K +$40.4K +135 +13%
TCM
2670
Tufton Capital Management
Maryland
$373K -$8.97K -30 -2%
LCS
2671
Levin Capital Strategies
New York
$373K -$303K -1,013 -46%
SFG
2672
Shum Financial Group
California
$373K -$9.57K -32 -3%
SAM
2673
Satovsky Asset Management
New York
$373K +$2.09K +7 +0.6%
NCM
2674
Northside Capital Management
Oregon
$372K
MWA
2675
Mills Wealth Advisors
Texas
$372K +$143K +479 +67%

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.