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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
WSA
3151
Warm Springs Advisors
California
$208K +$200K +667 New
CH
3152
Canton Hathaway
Rhode Island
$208K +$150K +500 +303%
KFG
3153
Kelly Financial Group
Connecticut
$208K -$7.48K -25 -4%
EL
3154
Essex LLC
Illinois
$208K +$199K +665 New
Aristotle Capital Management
3155
Aristotle Capital Management
California
$207K +$198K +662 New
ACM
3156
Aster Capital Management
United Arab Emirates
$206K +$200K +669 New
EAM
3157
Everstar Asset Management
North Carolina
$206K -$9.57K -32 -5%
CB
3158
Chris Bulman
California
$205K +$197K +658 New
GA
3159
GSG Advisors
New Jersey
$205K +$202K +676 New
DCM
3160
DGS Capital Management
New Jersey
$205K +$197K +657 New
OWM
3161
OneAscent Wealth Management
Alabama
$205K -$24.5K -82 -11%
KWM
3162
Koa Wealth Management
California
$205K +$196K +655 New
SEEDPG
3163
S.E.E.D. Planning Group
New York
$205K -$592K -1,979 -75%
NCMW
3164
Northern Capital Management (Washington)
Washington
$204K +$195K +653 New
LPFG
3165
Landing Point Financial Group
Ohio
$204K -$15.6K -52 -7%
PFG
3166
Prosperity Financial Group
California
$204K +$195K +652 New
MSF
3167
Mustard Seed Financial
Arkansas
$203K +$195K +651 New
VC
3168
Vicus Capital
Pennsylvania
$203K +$194K +650 New
AC
3169
ASB Consultores
Florida
$203K -$106K -355 -35%
SC
3170
Skylands Capital
Wisconsin
$203K -$15K -50 -7%
REMPR
3171
Roof Eidam Maycock Peralta (REMP)
California
$203K -$12.9K -43 -6%
BC
3172
Bowman & Company
Wisconsin
$203K +$194K +649 New
RI
3173
RWWM Inc
California
$202K -$30.2K -101 -13%
WCM
3174
Washburn Capital Management
Florida
$202K +$193K +646 New
KOMWMG
3175
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$193K +645 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.