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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
IFU
2726
iSAM Funds (UK)
United Kingdom
$350K +$336K +1,122 New
ACA
2727
Aspire Capital Advisors
Washington
$350K -$35.6K -119 -10%
CAM
2728
Clark Asset Management
New Hampshire
$349K +$335K +1,119 New
G
2729
GenTrust
Florida
$349K
MFG
2730
Mission Financial Group
Nevada
$349K +$336K +1,123 New
BGAI
2731
Bruce G. Allen Investments
Colorado
$349K -$15.3K -51 -4%
BIA
2732
Bigelow Investment Advisors
Maine
$348K -$13.5K -45 -4%
CISOA
2733
Capital Investment Services of America
Wisconsin
$347K
AWM
2734
Accel Wealth Management
Iowa
$346K +$3.59K +12 +1%
CWS
2735
Cypress Wealth Services
California
$346K +$5.98K +20 +2%
QFA
2736
Quantum Financial Advisors
California
$346K -$200K -668 -38%
DCM
2737
Dudley Capital Management
Virginia
$345K -$1.2K -4 -0.4%
WFA
2738
Websterrogers Financial Advisors
South Carolina
$345K -$6.88K -23 -2%
BRWM
2739
Blue Rock Wealth Management
North Carolina
$345K
AWM
2740
Austin Wealth Management
Texas
$344K +$60.4K +202 +23%
RFA
2741
RTD Financial Advisors
Pennsylvania
$344K +$17K +57 +5%
HCP
2742
Holt Capital Partners
Texas
$344K
OMC
2743
Overbrook Management Corp
New York
$344K
DS
2744
DRW Securities
Illinois
$344K +$329K +1,100 New
BEW
2745
Burton Enright Welch
California
$343K -$65.8K -220 -17%
NAG
2746
Northstar Advisory Group
New Jersey
$342K -$4.79K -16 -1%
WG
2747
Watchman Group
Texas
$342K -$4.19K -14 -1%
B
2748
Birchbrook
Maine
$342K
HBS
2749
Howard Bailey Securities
Indiana
$342K +$328K +1,095 New
FBC
2750
Fairfield, Bush & Co
Connecticut
$342K -$12.3K -41 -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.