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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
EGM
2801
Engineers Gate Manager
New York
$322K +$309K +1,032 New
OC
2802
Opinicus Capital
Florida
$322K +$1.79K +6 +0.6%
LWM
2803
Level Wealth Management
North Carolina
$322K
AA
2804
Aufman Associates
Pennsylvania
$321K
OIM
2805
Oder Investment Management
California
$321K
IA
2806
IFG Advisors
Missouri
$320K
SCA
2807
Sulzberger Capital Advisors
Florida
$320K
PWP
2808
Perfromance Wealth Partners
Illinois
$320K +$306K +1,023 New
AWG
2809
Altus Wealth Group
Colorado
$318K -$668K -2,232 -69%
TIM
2810
Tortoise Investment Management
New York
$318K -$67.9K -227 -18%
KFA
2811
Kapstone Financial Advisors
Ohio
$318K
HPM
2812
Hoxton Planning & Management
West Virginia
$316K +$3.89K +13 +1%
EA
2813
Eclectic Associates
California
$315K +$598 +2 +0.2%
I
2814
INVST
Indiana
$315K -$134K -447 -31%
MAC
2815
Mason & Associates (California)
California
$314K -$16.5K -55 -5%
TPWA
2816
Twin Peaks Wealth Advisors
California
$314K -$38.3K -128 -11%
PWM
2817
Provident Wealth Management
Tennessee
$314K +$5.98K +20 +2%
MWM
2818
Mindset Wealth Management
Indiana
$313K +$34.1K +114 +13%
SW
2819
SMART Wealth
Nebraska
$313K -$232K -777 -44%
CCM
2820
Chilton Capital Management
Texas
$313K -$13.5K -45 -4%
SIA
2821
Stegner Investment Associates
Kentucky
$313K -$9.87K -33 -3%
HA
2822
Hofer & Associates
California
$313K -$299 -1 -0.1%
CLGM
2823
Capitolis Liquid Global Markets
New York
$312K
HAM
2824
Hedges Asset Management
Nevada
$312K
WWA
2825
Wingate Wealth Advisors
Massachusetts
$312K

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.