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McDonald's
MCD

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: 47 → 62 (+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: 3,386 → 3,414 (+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

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.45B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.43B
3
Morgan Stanley
Morgan Stanley
New York
+$619M
4
Bank of America
Bank of America
North Carolina
+$538M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$402M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$647M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
3
State Street
State Street
Massachusetts
-$279M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$190M
5
Holocene Advisors
Holocene Advisors
New York
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2751
First Heartland Consultants
Missouri
$341K -$50.5K -169 -13%
BWM
2752
BNC Wealth Management
Oregon
$341K – – –
SRC
2753
Shufro Rose & Co
New York
$341K – – –
NRI
2754
NFP Retirement Inc
California
$341K +$3.59K +12 +1%
XSC
2755
X-Square Capital
Puerto Rico
$340K – – –
HWM
2756
Hemington Wealth Management
Virginia
$340K +$20.3K +68 +7%
GWAM
2757
Guardian Wealth Advisors (Minnesota)
Minnesota
$340K -$3.89K -13 -1%
GAM
2758
Gemmer Asset Management
California
$339K -$19.4K -65 -6%
FAM
2759
Flaharty Asset Management
Florida
$339K – – –
BC
2760
Belmont Capital
California
$339K +$159K +533 +97%
CTWM
2761
Cherry Tree Wealth Management
Minnesota
$339K +$3.89K +13 +1%
GHAM
2762
Gilman Hill Asset Management
Connecticut
$338K – – –
MAA
2763
Matrix Asset Advisors
New York
$337K +$897 +3 +0.3%
AFG
2764
Arkansas Financial Group
Arkansas
$337K – – –
JCM
2765
Jacobsen Capital Management
Utah
$337K +$32K +107 +11%
SCM
2766
Sunbeam Capital Management
Georgia
$336K +$1.5K +5 +0.5%
JCM
2767
Jag Capital Management
Missouri
$336K – – –
PSF
2768
Pacific Sun Financial
California
$336K – – –
CV
2769
Counterweight Ventures
North Carolina
$336K +$322K +1,076 New
WAS
2770
Wealth Advisory Solutions
Indiana
$335K -$7.78K -26 -2%
RBWA
2771
RFG - Bristol Wealth Advisors
Massachusetts
$335K +$21.8K +73 +7%
WAM
2772
Walker Asset Management
Missouri
$335K +$299 +1 +0.1%
ALC
2773
Alexander Labrunerie & Co
Missouri
$334K +$10.5K +35 +3%
MFS
2774
Madrona Financial Services
Washington
$334K -$299 -1 -0.1%
HI
2775
Hoey Investments
Pennsylvania
$334K – – –
109 110
111
112 113

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.