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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
ISFAN
2951
Investor's Fiduciary Advisor Network
Washington
$268K -$314K -1,050 -55%
RFA
2952
ROI Financial Advisors
Oregon
$266K -$20.6K -69 -8%
GIM
2953
Gold Investment Management
Alberta, Canada
$266K +$897 +3 +0.4%
BA
2954
Bristlecone Advisors
Washington
$266K -$15.6K -52 -6%
JF
2955
Joule Financial
Kentucky
$266K -$299 -1 -0.1%
OAM
2956
Oberweis Asset Management
Illinois
$265K +$299 +1 +0.1%
AGC
2957
Aspen Grove Capital
Colorado
$264K -$3.29K -11 -1%
SA
2958
Stewardship Advisors
Pennsylvania
$264K +$5.38K +18 +2%
PCM
2959
Park Capital Management
Wisconsin
$263K -$180K -602 -42%
RWM
2960
Riverbend Wealth Management
South Carolina
$263K -$286K -955 -53%
KW
2961
Keyvantage Wealth
Pennsylvania
$263K +$252K +842 New
RWM
2962
RBA Wealth Management
California
$263K -$97.5K -326 -28%
TFM
2963
TFC Financial Management
Massachusetts
$261K -$68.2K -228 -21%
IWP
2964
Innova Wealth Partners
Pennsylvania
$261K
VI
2965
VanderPol Investments
Michigan
$260K
FPTW
2966
Franklin, Parlapiano, Turner & Welch
Texas
$260K
O3W
2967
Omni 360 Wealth
New Jersey
$260K
NFG
2968
Northeast Financial Group
Pennsylvania
$260K
HWA
2969
HHM Wealth Advisors
Tennessee
$259K +$1.5K +5 +0.6%
FC
2970
Fairscale Capital
New Hampshire
$259K -$10.8K -36 -4%
FWM
2971
Focused Wealth Management
New York
$259K +$248K +829 New
LSWP
2972
Liberty Square Wealth Partners
Pennsylvania
$259K
AMG
2973
Asset Management Group
Connecticut
$259K +$1.5K +5 +0.6%
SFPG
2974
Stonebridge Financial Planning Group
Florida
$258K +$598 +2 +0.2%
TIM
2975
Thompson Investment Management
Wisconsin
$258K +$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.