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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
SFP
2876
Sterling Financial Planning
New Jersey
$297K -$21.8K -73 -7%
HNW
2877
High Note Wealth
Minnesota
$296K -$598 -2 -0.2%
1NWS
2878
1 North Wealth Services
Maryland
$294K -$4.79K -16 -2%
BTIM
2879
BancFirst Trust & Investment Management
Oklahoma
$294K -$99K -331 -26%
VWM
2880
VanWeelden Wealth Management
Ohio
$294K +$1.5K +5 +0.5%
SIG
2881
Sargent Investment Group
Maryland
$294K -$2.99K -10 -1%
MGWA
2882
Monument Group Wealth Advisors
Massachusetts
$293K
PG
2883
Patten Group
Tennessee
$293K -$4.19K -14 -1%
GSIS
2884
Global Strategic Investment Solutions
Arizona
$293K -$598 -2 -0.2%
1WM
2885
1858 Wealth Management
Ohio
$293K -$299 -1 -0.1%
NF
2886
NavPoint Financial
Minnesota
$293K +$29.9K +100 +12%
JAA
2887
Joel Adams & Associates
North Carolina
$291K +$72.7K +243 +35%
OWA
2888
One Wealth Advisors
California
$291K
MAM
2889
Martingale Asset Management
Massachusetts
$290K +$2.99K +10 +1%
SIM
2890
Synergy Investment Management
Florida
$290K
CM
2891
Cercano Management
Washington
$290K
KAM
2892
Knightsbridge Asset Management
California
$289K +$277K +926 New
SWP
2893
SIMA Wealth Partners
Virginia
$289K
AT
2894
Avalon Trust
New Mexico
$289K -$3.89K -13 -1%
SWA
2895
Safir Wealth Advisors
New Hampshire
$288K +$62.2K +208 +29%
RCP
2896
Rothschild Capital Partners
New York
$287K +$275K +920 New
BPFA
2897
Barnes Pettey Financial Advisors
Mississippi
$287K -$5.98K -20 -2%
ECM
2898
Estabrook Capital Management
New York
$287K
RPCA
2899
Running Point Capital Advisors
California
$286K +$18.5K +62 +7%
CWA
2900
Cura Wealth Advisors
Illinois
$285K +$273K +912 New

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.