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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
HCA
2976
Horan Capital Advisors
Ohio
$257K -$9.27K -31 -4%
CQWA
2977
Chokshi & Queen Wealth Advisors
California
$257K
NEPPG
2978
New England Professional Planning Group
Rhode Island
$257K
LGW
2979
Leslie Global Wealth
Illinois
$257K +$26K +87 +12%
TWD
2980
True Wealth Design
Ohio
$256K +$10.8K +36 +5%
MLA
2981
MB, Levis & Associates
Pennsylvania
$256K +$299 +1 +0.1%
CCIA
2982
Campbell & Co Investment Adviser
Maryland
$256K +$245K +819 New
VAF
2983
Values Added Financial
District of Columbia
$255K -$31.4K -105 -11%
WPW
2984
Watershed Private Wealth
Illinois
$255K
C
2985
Covestor
United Kingdom
$255K -$24.5K -82 -9%
WAOI
2986
Wealth Advisors of Iowa
Iowa
$255K +$1.5K +5 +0.6%
SCA
2987
St. Clair Advisors
Ohio
$255K
WWMSC
2988
Wagner Wealth Management (South Carolina)
South Carolina
$254K +$897 +3 +0.4%
CWA
2989
Continuum Wealth Advisors
New York
$254K
FWI
2990
Facet Wealth Inc
Maryland
$254K -$23.6K -79 -9%
BA
2991
Ballast Advisors
Minnesota
$254K -$89.7K -300 -27%
MGAM
2992
McGowan Group Asset Management
Texas
$252K +$897 +3 +0.4%
HAM
2993
Hickory Asset Management
Ohio
$252K
CNWM
2994
Clay Northam Wealth Management
California
$252K +$1.79K +6 +0.8%
AWM
2995
Adams Wealth Management
Utah
$252K +$1.2K +4 +0.5%
CI
2996
CacheTech Inc
Utah
$252K +$1.2K +4 +0.5%
NQWM
2997
Northwest Quadrant Wealth Management
Oregon
$251K -$24.8K -83 -9%
TCMP
2998
Thrive Capital Management (Pennsylvania)
Pennsylvania
$250K +$240K +801 New
FAFN
2999
First Affirmative Financial Network
Colorado
$250K +$240K +801 New
LFGO
3000
Legacy Financial Group (Oklahoma)
Oklahoma
$250K

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.