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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
MCM
2926
McDonough Capital Management
Florida
$277K -$8.67K -29 -3%
SC
2927
Sykon Capital
New York
$277K
PIA
2928
Pollock Investment Advisors
Michigan
$276K
SHWM
2929
Smith & Howard Wealth Management
Georgia
$276K
WE
2930
Wealth Effects
Massachusetts
$276K
FWP
2931
Firethorn Wealth Partners
Georgia
$276K +$2.99K +10 +1%
RYIA
2932
Roehl & Yi Investment Advisors
Oregon
$276K +$4.79K +16 +2%
CMP
2933
Courage Miller Partners
Virginia
$276K
NCM
2934
Nelson Capital Management
California
$275K
CW
2935
Code Waechter
Florida
$274K -$17.9K -60 -6%
CAP
2936
Columbia Advisory Partners
Washington
$274K +$262K +876 New
RWI
2937
Red Wave Investments
Pennsylvania
$273K +$299 +1 +0.1%
EGWAG
2938
Elwood & Goetz Wealth Advisory Group
Georgia
$272K -$150K -502 -37%
HIW
2939
Holos Integrated Wealth
Pennsylvania
$272K
AWA
2940
AGH Wealth Advisors
Kansas
$272K +$23K +77 +10%
HPBT
2941
Hickory Point Bank & Trust
Illinois
$272K +$41.3K +138 +19%
GKWIM
2942
Gerber Kawasaki Wealth & Investment Management
California
$272K -$8.08K -27 -3%
BW
2943
Balance Wealth
Ohio
$271K +$260K +868 New
LF
2944
Lee Financial
Texas
$271K -$22.1K -74 -8%
GP
2945
Greenline Partners
New York
$271K +$15.6K +52 +6%
SWMP
2946
Signature Wealth Management Partners
New Jersey
$270K
RIA
2947
Realta Investment Advisors
Delaware
$270K -$31.7K -106 -11%
DF
2948
Dunhill Financial
United Kingdom
$269K -$1.2K -4 -0.5%
OIC
2949
Orion Investment Company
Missouri
$269K
WSWA
2950
Warren Street Wealth Advisors
California
$269K +$257K +860 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.