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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
NCM
2676
Novare Capital Management
North Carolina
$371K +$59.2K +198 +20%
OBWG
2677
Onyx Bridge Wealth Group
New York
$371K +$31.1K +104 +10%
I2I
2678
Insight 2811 Inc
Illinois
$370K -$7.18K -24 -2%
TNA
2679
True North Advisors
Texas
$370K +$12.3K +41 +4%
GB
2680
Goepper Burkhardt
South Carolina
$370K
Financial Engines Advisors
2681
Financial Engines Advisors
California
$370K -$227K -760 -39%
CYG
2682
Clean Yield Group
Vermont
$369K -$38.9K -130 -10%
BP
2683
Broadleaf Partners
Ohio
$369K
SGI
2684
Summit Global Investments
Utah
$368K -$1.04M -3,486 -75%
PHAM
2685
Palisades Hudson Asset Management
Florida
$368K -$183K -612 -34%
CAU
2686
Caxton Associates (UK)
$368K +$352K +1,177 New
WHCI
2687
W.H. Cornerstone Investments
Massachusetts
$368K +$352K +1,177 New
BI
2688
BFI Infinity
Switzerland
$367K -$167K -560 -32%
HFS
2689
Hughes Financial Services
Virginia
$366K +$2.69K +9 +0.8%
TIM
2690
Total Investment Management
Arizona
$366K -$2.09K -7 -0.6%
CGA
2691
Crescent Grove Advisors
Illinois
$365K +$299 +1 +0.1%
CS
2692
Crescent Sterling
Louisiana
$363K
LBC
2693
Leigh Baldwin & Co
New York
$363K -$220K -737 -39%
CCM
2694
Canal Capital Management
Virginia
$363K +$299 +1 +0.1%
WPA
2695
Wealth Preservation Advisors
Tennessee
$362K +$347K +1,160 New
TPW
2696
Tiller Private Wealth
Pennsylvania
$362K
CAM
2697
Claret Asset Management
Quebec, Canada
$362K +$12K +40 +4%
GAM
2698
Grandview Asset Management
Pennsylvania
$361K +$72.4K +242 +26%
MSFP
2699
Mark Sheptoff Financial Planning
Connecticut
$361K
MWP
2700
Meredith Wealth Planning
Illinois
$361K -$12.6K -42 -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.