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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
FWM
3101
Fonville Wealth Management
Virginia
$223K
NJBEST
3102
New Jersey Better Educational Savings Trust
New Jersey
$223K
NPF
3103
Norris Perne & French
Michigan
$222K -$2.99K -10 -1%
SWP
3104
Significant Wealth Partners
Illinois
$222K -$32.9K -110 -13%
PWP
3105
Parkwoods Wealth Partners
New York
$222K -$1.5K -5 -0.7%
MCA
3106
Magnolia Capital Advisors
Mississippi
$221K -$34.7K -116 -14%
SWMG
3107
Signature Wealth Management Group
Georgia
$221K -$8.67K -29 -4%
CCIA
3108
Cherry Creek Investment Advisors
Colorado
$221K +$1.2K +4 +0.6%
FA
3109
Fountainhead AM
New Jersey
$221K +$212K +708 New
SRWM
3110
Shira Ridge Wealth Management
California
$221K -$1.79K -6 -0.8%
WIM
3111
Warwick Investment Management
Texas
$221K +$211K +707 New
GRQ
3112
Gardner Russo & Quinn
Pennsylvania
$220K
BC
3113
Barrett & Company
Rhode Island
$220K
MM
3114
Meridian Management
Arkansas
$220K -$184K -615 -47%
KMWM
3115
Keudell/Morrison Wealth Management
Oregon
$220K +$211K +704 New
FFA
3116
Fi3 Financial Advisors
Indiana
$220K +$210K +703 New
SIM
3117
Studio Investment Management
Illinois
$219K -$40.1K -134 -16%
DW30
3118
Drucker Wealth 3.0
New Jersey
$219K -$11.1K -37 -5%
PWA
3119
Provenance Wealth Advisors
Florida
$219K -$593K -1,984 -74%
RSWA
3120
Robinson Smith Wealth Advisors
Maine
$219K -$9.57K -32 -4%
WIM
3121
Waverton Investment Management
United Kingdom
$219K
FC
3122
Financial Council
Maryland
$219K
AAF
3123
Andra AP-fonden
Sweden
$219K +$209K +700 New
YCG
3124
Yeomans Consulting Group
Georgia
$218K +$209K +699 New
WMN
3125
Wealth Management Nebraska
Nebraska
$218K +$209K +698 New

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.