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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
BDPWM
3126
Barnes Dennig Private Wealth Management
Ohio
$218K +$209K +698 New
SLWA
3127
San Luis Wealth Advisors
California
$218K -$109K -363 -34%
FFG
3128
Fortress Financial Group
Minnesota
$218K +$1.5K +5 +0.7%
NL
3129
NWAM LLC
Washington
$217K -$1.34M -4,491 -87%
BDF
3130
Black Diamond Financial
Maryland
$217K +$208K +696 New
MC
3131
Mirabaud & Cie
Switzerland
$217K -$2.32M -7,761 -92%
NAMM
3132
NorthStar Asset Management (Massachusetts)
Massachusetts
$217K -$31.1K -104 -13%
MWM
3133
Mascoma Wealth Management
New Hampshire
$217K
SPFA
3134
Summit Place Financial Advisors
New Jersey
$217K
SGC
3135
Slocum, Gordon & Co
Rhode Island
$215K
GWA
3136
Gibson Wealth Advisors
Texas
$215K +$205K +687 New
PWA
3137
PCG Wealth Advisors
Kansas
$214K -$4.19K -14 -2%
CF
3138
Clarity Financial
Texas
$214K -$10.8K -36 -5%
BOSSRA
3139
B.O.S.S. Retirement Advisors
Utah
$213K +$204K +683 New
TWPM
3140
Total Wealth Planning & Management
Florida
$213K +$204K +683 New
FAC
3141
Financial Advisory Corporation
Michigan
$213K +$204K +682 New
SHFP
3142
Second Half Financial Partners
Florida
$211K +$202K +677 New
CIG
3143
Cascade Investment Group
Colorado
$211K +$202K +676 New
JF
3144
JSF Financial
California
$210K +$201K +672 New
RWM
3145
Rialto Wealth Management
New York
$210K -$147K -492 -42%
LP
3146
LMR Partners
United Kingdom
$209K +$200K +670 New
PAM
3147
Pacific Asset Management
Washington
$209K +$200K +670 New
FA
3148
FSA Advisors
Michigan
$209K -$8.97K -30 -4%
PPG
3149
Peak Planning Group
Colorado
$209K +$200K +668 New
LGA
3150
Lebenthal Global Advisors
New York
$209K -$47.6K -159 -19%

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.