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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
BCIM
251
British Columbia Investment Management
British Columbia, Canada
$42.8M -$93.3K -312 -0.2%
KAS
252
Kestra Advisory Services
Texas
$42.6M -$3.09M -10,320 -7%
FMI
253
Factory Mutual Insurance
Massachusetts
$42.5M
IMPI
254
Ilmarinen Mutual Pension Insurance
Finland
$42M -$3.14M -10,500 -7%
MML Investors Services
255
MML Investors Services
Massachusetts
$41.9M +$3.53M +11,815 +10%
BBHC
256
Brown Brothers Harriman & Co
New York
$41.5M +$4.29M +14,349 +12%
UB
257
UMB Bank
Missouri
$41.1M -$869K -2,906 -2%
BAM
258
Berkshire Asset Management
Pennsylvania
$40.9M +$439K +1,467 +1%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$40.8M +$1.61M +5,385 +4%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$40.6M +$692K +2,315 +2%
II
261
IFM Investors
Australia
$40.6M -$713K -2,385 -2%
QCM
262
Quantinno Capital Management
New York
$40.6M +$17.1M +57,141 +79%
AM
263
AGF Management
Ontario, Canada
$40.4M -$6.71M -22,448 -15%
HC
264
Henshaw Capital
Massachusetts
$40.1M
NP
265
NS Partners
United Kingdom
$40.1M +$286K +957 +0.8%
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$40M -$107K -357 -0.3%
GT
267
Glenview Trust
Kentucky
$39.6M -$84.9K -284 -0.2%
ASC
268
Atalanta Sosnoff Capital
New York
$39.3M -$290K -968 -0.8%
NA
269
NewEdge Advisors
Louisiana
$39.2M +$160K +534 +0.4%
PNC
270
Park National Corp
Ohio
$39M +$1.2M +4,010 +3%
CAM
271
Cresset Asset Management
Illinois
$38.3M -$5.33M -17,809 -13%
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.2M -$462K -1,546 -1%
DADC
273
D.A. Davidson & Co
Montana
$37.7M +$349K +1,168 +1%
SPIA
274
Steward Partners Investment Advisory
New York
$37.7M +$504K +1,685 +1%
GI
275
Gradient Investments
Minnesota
$37.4M +$1.18M +3,941 +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.