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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
CHP
3176
Cable Hill Partners
Oregon
$201K -$58.3K -195 -24%
MWM
3177
Manske Wealth Management
Texas
$201K +$193K +644 New
VCM
3178
Voleon Capital Management
California
$201K -$2.68M -8,946 -93%
ACM
3179
Aspen Capital Management
Idaho
$201K +$193K +644 New
MCM
3180
M1 Capital Management
Michigan
$201K +$192K +643 New
WTFG
3181
Wells Trecaso Financial Group
Ohio
$201K +$192K +642 New
AW
3182
Avion Wealth
Texas
$197K +$22.1K +74 +12%
SC
3183
Swan Capital
Florida
$192K
PGAM
3184
Princeton Global Asset Management
New Jersey
$190K -$7.48K -25 -4%
CFD
3185
Creative Financial Designs
Indiana
$190K +$23K +77 +15%
FFA
3186
Frazier Financial Advisors
Ohio
$189K -$897 -3 -0.5%
HFS
3187
Hopwood Financial Services
Virginia
$187K -$8.97K -30 -5%
SCA
3188
Stuart Chaussee & Associates
California
$186K
PWMG
3189
Private Wealth Management Group
New Jersey
$186K
BDL
3190
Banque de Luxembourg
Luxembourg
$180K
CL
3191
CSS LLC
Illinois
$178K +$170K +570 New
TFGT
3192
TS Financial Group (TSFG)
Illinois
$177K
PA
3193
Pineridge Advisors
Missouri
$176K -$11.7K -39 -6%
GKIM
3194
GW&K Investment Management
Massachusetts
$175K +$8.08K +27 +5%
SSA
3195
SSA Swiss Advisors
$175K +$167K +560 New
CWM
3196
Centricity Wealth Management
Ohio
$175K -$14.7K -49 -8%
CWM
3197
CarsonAllaria Wealth Management
Illinois
$174K +$299 +1 +0.2%
FWA
3198
Flagship Wealth Advisors
Massachusetts
$174K
IWP
3199
IAG Wealth Partners
Wisconsin
$170K +$44.9K +150 +38%
BA
3200
Bellwether Advisors
Nebraska
$169K

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.