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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
CIP
2901
Convergence Investment Partners
Florida
$285K -$75.1K -251 -22%
RWS
2902
Resolute Wealth Strategies
Mississippi
$284K +$1.5K +5 +0.6%
CA
2903
Crumly & Associates
Illinois
$284K
FPW
2904
Flagship Private Wealth
Massachusetts
$284K
AG
2905
AmeriFlex Group
Nevada
$284K -$42.8K -143 -14%
CA
2906
Cambridge Advisors
Nebraska
$284K
PCTC
2907
Perkins Coie Trust Company
Washington
$284K
BCMLT
2908
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$15.3K +51 +6%
CCWM
2909
Correct Capital Wealth Management
Missouri
$283K
FP
2910
Financial Perspectives
Minnesota
$282K -$25.1K -84 -9%
AWA
2911
Aletheian Wealth Advisors
Washington
$282K +$270K +902 New
SRC
2912
Stone Run Capital
New York
$281K -$108K -360 -29%
MGIA
2913
Matthew Goff Investment Advisor
Texas
$281K
SFC
2914
Strategic Financial Concepts
Texas
$281K +$5.98K +20 +2%
TPW
2915
Transatlantique Private Wealth
New York
$281K +$2.69K +9 +1%
BBW
2916
Blue Barn Wealth
Utah
$280K +$7.78K +26 +3%
AMG
2917
Advisors Management Group
Wisconsin
$280K +$299 +1 +0.1%
WCF
2918
West Coast Financial
California
$280K -$1.5K -5 -0.6%
CPA
2919
Capital Planning Advisors
California
$280K -$43.4K -145 -14%
GCM
2920
Graver Capital Management
Ohio
$279K
BFG
2921
Beacon Financial Group
Texas
$278K -$20.9K -70 -7%
WA
2922
Wealthstream Advisors
New York
$278K +$5.08K +17 +2%
SIA
2923
SeaBridge Investment Advisors
New Jersey
$278K
SH
2924
SLT Holdings
Arizona
$277K +$266K +888 New
LWM
2925
LeConte Wealth Management
Tennessee
$277K +$266K +888 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.