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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
EFP
2701
Elser Financial Planning
Indiana
$361K -$12K -40 -3%
KFS
2702
Kelly Financial Services
Massachusetts
$360K +$598 +2 +0.2%
CFGSD
2703
Compass Financial Group (South Dakota)
South Dakota
$360K
EIA
2704
Edgemoor Investment Advisors
Maryland
$359K
CWM
2705
Cranbrook Wealth Management
Michigan
$359K -$14.1K -47 -4%
MW
2706
Maia Wealth
Colorado
$358K -$91.5K -306 -21%
TWM
2707
TCFG Wealth Management
California
$357K -$4.19K -14 -1%
AGP
2708
Aspire Growth Partners
Florida
$356K -$10.8K -36 -3%
AFS
2709
Access Financial Services
Minnesota
$356K
NC
2710
Napatree Capital
Rhode Island
$356K +$86.7K +290 +34%
MWP
2711
Madison Wealth Partners
Wisconsin
$356K +$12.6K +42 +4%
MIM
2712
MTM Investment Management
South Carolina
$356K -$598 -2 -0.2%
PCS
2713
Private Client Services
Kentucky
$356K -$21.8K -73 -6%
AWM
2714
Ariadne Wealth Management
California
$355K +$71.5K +239 +27%
ICP
2715
Interchange Capital Partners
Pennsylvania
$355K +$7.18K +24 +2%
MPWS
2716
McCarter Private Wealth Services
Massachusetts
$355K +$26.9K +90 +9%
CG
2717
Clarus Group
Texas
$354K +$1.2K +4 +0.4%
4WM
2718
4J Wealth Management
Virginia
$354K +$11.4K +38 +3%
IRC
2719
Investors Research Corp
Georgia
$354K +$94.5K +316 +39%
NWM
2720
Northwest Wealth Management
Iowa
$353K +$1.2K +4 +0.4%
VCM
2721
Vision Capital Management
Oregon
$353K +$338K +1,130 New
SB
2722
Sunflower Bank
Texas
$353K
PA
2723
Parkside Advisors
California
$352K
BCM
2724
BluePointe Capital Management
California
$352K +$337K +1,126 New
PWA
2725
Phoenix Wealth Advisors
North Carolina
$351K -$5.98K -20 -2%

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.