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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
BBP
2826
Banco BTG Pactual
Brazil
$312K +$299K +1,000 New
AAMC
2827
Asset Allocation & Management Company
Illinois
$312K
WIM
2828
Westside Investment Management
California
$312K
4WM
2829
49 Wealth Management
Texas
$312K -$9.57K -32 -3%
RIM
2830
RW Investment Management
Idaho
$311K
SCM
2831
Sage Capital Management
New Jersey
$311K +$598 +2 +0.2%
EB
2832
Emprise Bank
Kansas
$311K -$54.1K -181 -15%
ISL
2833
Ingalls & Snyder LLC
New York
$311K +$2.39K +8 +0.8%
DWA
2834
Delos Wealth Advisors
Texas
$311K +$203K +679 +215%
PFA
2835
Plotkin Financial Advisors
Maryland
$310K
WFMPM
2836
Woodley Farra Manion Portfolio Management
Indiana
$310K
GBWM
2837
Granite Bay Wealth Management
New Hampshire
$309K +$9.87K +33 +3%
PHWM
2838
Pine Harbor Wealth Management
Maryland
$309K -$27.8K -93 -9%
CCG
2839
Catalina Capital Group
California
$308K -$426K -1,425 -59%
GGI
2840
Godsey & Gibb Inc
Virginia
$308K +$12.6K +42 +4%
SI
2841
Seeds Investor
New York
$307K -$23.9K -80 -8%
PWM
2842
Praetorian Wealth Management
California
$307K
PCP
2843
Perbak Capital Partners
United Kingdom
$307K -$1.96M -6,549 -87%
JJBC
2844
James J. Burns & Company
New York
$307K -$4.49K -15 -2%
GWM
2845
Gitterman Wealth Management
New Jersey
$306K
MSS
2846
Mitchell Sinkler & Starr
Pennsylvania
$305K
WAM
2847
WFA Asset Management
Wisconsin
$305K +$17K +57 +6%
LGWM
2848
Litman Gregory Wealth Management
California
$305K
CWM
2849
Cabot Wealth Management
Massachusetts
$305K
LA
2850
LexAurum Advisors
Kansas
$305K -$299 -1 -0.1%

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.