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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
URS
276
Utah Retirement Systems
Utah
$37.3M -$40.1K -134 -0.1%
SFA
277
Sequoia Financial Advisors
Ohio
$37M +$1.66M +5,538 +5%
TAM
278
Tocqueville Asset Management
New York
$36.5M -$6.77M -22,639 -16%
CI
279
Conning Inc
Connecticut
$36.5M -$3.53M -11,808 -9%
Fiera Capital (Canada)
280
Fiera Capital (Canada)
Quebec, Canada
$36.1M +$178K +595 +0.5%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$35.9M -$2.32M -7,745 -6%
HWA
282
Heritage Wealth Advisors
Virginia
$35.8M +$1.34M +4,493 +4%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8M +$2.39M +7,993 +8%
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$35.7M +$573K +1,915 +2%
UIM
285
USS Investment Management
United Kingdom
$35.5M -$13.7M -45,927 -29%
RWP
286
RWA Wealth Partners
Massachusetts
$35.1M -$488K -1,632 -1%
BF
287
BOK Financial
Oklahoma
$34.4M +$717K +2,397 +2%
VMPIC
288
Varma Mutual Pension Insurance Co
Finland
$34.2M -$2.27M -7,606 -6%
X
289
Xponance
Pennsylvania
$34.2M +$370K +1,237 +1%
AAS
290
Avantax Advisory Services
Texas
$34.1M +$1.77M +5,913 +6%
AA
291
Ancora Advisors
Ohio
$34M +$483K +1,615 +2%
RC
292
RBO & Co
California
$33.8M -$1.11M -3,724 -3%
Allianz Asset Management
293
Allianz Asset Management
Germany
$33.6M -$58.6M -196,076 -65%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$33.6M +$3.97M +13,262 +14%
BPA
295
Beacon Pointe Advisors
California
$33.3M -$1.08M -3,627 -3%
HIMC
296
Heritage Investors Management Corp
Maryland
$33.2M -$370K -1,236 -1%
LOIM
297
Liberty One Investment Management
Illinois
$33.1M +$458K +1,530 +1%
FMLI
298
Fukoku Mutual Life Insurance
Japan
$33M
CGH
299
Crossmark Global Holdings
Texas
$33M -$62.2K -208 -0.2%
MHC
300
Meyer Handelman Company
New York
$33M -$604K -2,019 -2%

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.