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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
RMC
2776
Ring Mountain Capital
California
$334K -$2.09K -7 -0.7%
IAG
2777
Investmark Advisory Group
Connecticut
$333K +$897 +3 +0.3%
RIM
2778
Rockbridge Investment Management
New York
$332K +$76K +254 +31%
CWMS
2779
Cannon Wealth Management Services
North Carolina
$332K +$1.2K +4 +0.4%
BMA
2780
Brooks Moore & Associates
Tennessee
$332K
JWM
2781
Jessup Wealth Management
Ohio
$332K -$43.4K -145 -12%
NCFG
2782
New Century Financial Group
New Jersey
$331K -$97.8K -327 -24%
ACM
2783
AUA Capital Management
Pennsylvania
$331K
SRC
2784
Sage Rhino Capital
California
$331K +$2.69K +9 +0.9%
LF
2785
LifeSteps Financial
California
$330K -$14.1K -47 -4%
CKAIS
2786
Christensen King & Associates Investment Services
Washington
$329K
SIA
2787
SGL Investment Advisors
Montana
$328K +$63.7K +213 +26%
GFG
2788
Greenberg Financial Group
Arizona
$328K +$316K +1,056 New
FDW
2789
Fourth Dimension Wealth
Ohio
$328K
MPM
2790
MBB Public Markets
Illinois
$328K +$314K +1,049 New
FA
2791
Fagan Associates
New York
$327K
AWM
2792
Allen Wealth Management
North Carolina
$327K
FNC
2793
First National Corp
Massachusetts
$327K +$897 +3 +0.3%
LA
2794
Lane & Associates
New Jersey
$326K +$33.2K +111 +12%
OPA
2795
Old Port Advisors
Maine
$326K +$2.39K +8 +0.8%
KL
2796
KWMG LLC
Kansas
$326K +$14.4K +48 +5%
PCM
2797
Presidio Capital Management
California
$326K
AWM
2798
Aviso Wealth Management
Washington
$326K
NOI
2799
Newton One Investments
Delaware
$325K +$1.79K +6 +0.6%
FS
2800
Financial Symmetry
North Carolina
$324K

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.