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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
RIA
2851
Retirement Investment Advisors
Oklahoma
$304K
HWMC
2852
Heritage Wealth Management (California)
California
$304K +$897 +3 +0.3%
RIS
2853
Richmond Investment Services
Wisconsin
$304K +$299 +1 +0.1%
APIM
2854
Agate Pass Investment Management
Washington
$304K -$15K -50 -5%
BDFN
2855
Bond & Devick Financial Network
Minnesota
$304K
WCWM
2856
Willow Creek Wealth Management
California
$304K +$61K +204 +27%
PCM
2857
Prelude Capital Management
New York
$304K +$291K +972 New
CCA
2858
Cora Capital Advisors
New Jersey
$303K +$1.2K +4 +0.4%
AP
2859
Adero Partners
California
$303K +$21.2K +71 +8%
PWM
2860
Partners Wealth Management
California
$303K +$2.09K +7 +0.7%
NAMNJ
2861
NorthStar Asset Management (New Jersey)
New Jersey
$302K +$897 +3 +0.3%
BW
2862
Blalock Williams
Alabama
$302K +$21.8K +73 +8%
OPTFSNA
2863
Old Point Trust & Financial Services N A
Virginia
$301K -$59.8K -200 -17%
DDPIC
2864
Deroy & Devereaux Private Investment Counsel
Michigan
$300K -$12K -40 -4%
CCA
2865
Conservest Capital Advisors
Pennsylvania
$300K +$598 +2 +0.2%
MBFW
2866
Morton Brown Family Wealth
Pennsylvania
$300K +$299 +1 +0.1%
GF
2867
Gries Financial
Ohio
$299K -$83.5K -279 -23%
PAM
2868
Parvin Asset Management
South Dakota
$299K +$10.8K +36 +4%
OWA
2869
Octavia Wealth Advisors
Ohio
$299K -$9.57K -32 -3%
VFP
2870
Verus Financial Partners
Virginia
$299K
CM
2871
Capula Management
Cayman Islands
$298K -$92.4K -309 -24%
MCAI
2872
Members Capital Advisors Inc
Wisconsin
$298K
ACM
2873
Ardent Capital Management
Ohio
$297K
VF
2874
Virtu Financial
New York
$297K +$4.49K +15 +2%
BFAG
2875
Blackston Financial Advisory Group
Florida
$297K -$483K -1,615 -63%

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.