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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
MCC
3001
Malaga Cove Capital
California
$250K +$240K +801 New
SSI
3002
Scott & Selber Inc
Texas
$250K
WIM
3003
Wittenberg Investment Management
Massachusetts
$250K -$22.4K -75 -9%
LWA
3004
Ledgewood Wealth Advisors
New Hampshire
$250K
CAM
3005
Concorde Asset Management
Michigan
$250K +$34.4K +115 +16%
SCM
3006
Saxony Capital Management
Missouri
$249K
KLWA
3007
Kelly Lawrence W & Associates
California
$249K
PI
3008
Pachira Investments
California
$249K -$5.68K -19 -2%
MC
3009
Middleton & Co
Massachusetts
$249K -$20.9K -70 -8%
RFP
3010
Root Financial Partners
California
$249K +$3.29K +11 +1%
UC
3011
Unio Capital
New Jersey
$249K -$137K -458 -37%
LAM
3012
Lifestyle Asset Management
Texas
$249K +$1.79K +6 +0.8%
WCG
3013
Weaver Consulting Group
California
$248K +$18.8K +63 +9%
GCP
3014
Gill Capital Partners
Colorado
$248K
NCTC
3015
New Covenant Trust Company
Indiana
$248K +$3.89K +13 +2%
CSIA
3016
Conrad Siegel Investment Advisors
Pennsylvania
$247K +$2.39K +8 +1%
EWM
3017
Elevatus Welath Management
New York
$247K +$6.28K +21 +3%
MKW
3018
Mullaney, Keating & Wright
Connecticut
$247K
HIS
3019
Harvest Investment Services
Illinois
$247K -$235K -786 -50%
DWM
3020
DecisionMap Wealth Management
Virginia
$246K +$8.38K +28 +4%
MCM
3021
Mendel Capital Management
Arkansas
$246K +$236K +789 New
BTWM
3022
Brass Tax Wealth Management
Ohio
$246K +$23K +77 +11%
SFA
3023
Seneca Financial Advisors
New York
$246K +$21.5K +72 +10%
LFA
3024
LifeGuide Financial Advisors
Pennsylvania
$246K -$2.69K -9 -1%
OIS
3025
Okabena Investment Services
Minnesota
$245K -$52.3K -175 -18%

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.