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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
GFG
3026
Greenbush Financial Group
New York
$245K -$12.3K -41 -5%
PA
3027
Planning Alternatives
Michigan
$245K +$234K +784 New
CWMGP
3028
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$244K +$598 +2 +0.3%
FFC
3029
Frederick Financial Consultants
Maryland
$244K +$233K +780 New
LRWA
3030
Long Run Wealth Advisors
New York
$243K +$11.7K +39 +5%
FWM
3031
ForthRight Wealth Management
Georgia
$243K +$232K +777 New
TC
3032
Truvestments Capital
Florida
$243K +$47.9K +160 +26%
BFS
3033
Beacon Financial Strategies
North Carolina
$242K
OAS
3034
Optivise Advisory Services
Tennessee
$242K +$1.2K +4 +0.5%
TP
3035
Tranquility Partners
Tennessee
$242K -$598 -2 -0.3%
WFG
3036
Wills Financial Group
Virginia
$242K
B
3037
Bensler
Washington
$242K +$232K +775 New
PCWA
3038
Pacific Capital Wealth Advisors
California
$241K
SSWM
3039
Strait & Sound Wealth Management
California
$241K
PA
3040
Prism Advisors
California
$241K +$14.7K +49 +7%
AFP
3041
Alpha Financial Partners
Kentucky
$241K -$26.9K -90 -10%
BAM
3042
Bosun Asset Management
Illinois
$241K +$231K +771 New
PCP
3043
Panoramic Capital Partners
Oregon
$241K +$240K +803 New
SA
3044
Sylvest Advisors
Texas
$241K -$2.99K -10 -1%
KLCM
3045
KG&L Capital Management
Louisiana
$240K
WFA
3046
WMG Financial Advisors
Tennessee
$240K +$3.59K +12 +2%
HWP
3047
Hibernia Wealth Partners
Louisiana
$239K +$229K +766 New
BSHC
3048
Breed's Hill Capital
Massachusetts
$239K
TVAMP
3049
Tennessee Valley Asset Management Partners
Tennessee
$239K +$1.79K +6 +0.8%
ACP
3050
Arcus Capital Partners
Georgia
$239K -$1.2K -4 -0.5%

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.