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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
WPWM
3201
Western Pacific Wealth Management
Illinois
$169K +$598 +2 +0.4%
PP
3202
Pacifica Partners
Canada
$167K +$7.78K +26 +5%
LFA
3203
LGT Financial Advisors
Texas
$166K -$40.1K -134 -20%
BAM
3204
Bellevue Asset Management
Washington
$163K
DWM
3205
Darwin Wealth Management
Florida
$161K
HBW
3206
Hazlett, Burt & Watson
West Virginia
$158K +$299 +1 +0.2%
RF
3207
Robinswood Financial
Washington
$157K
LFASL
3208
Lugano Financial Advisors SA (LFA)
Switzerland
$156K
CCMW
3209
Cypress Capital Management (Wyoming)
Wyoming
$156K +$150K +500 New
HIMS
3210
Hager Investment Management Services
New Hampshire
$156K
IHWM
3211
Iron Horse Wealth Management
Iowa
$155K +$30.8K +103 +26%
NL
3212
NKCFO LLC
Illinois
$153K +$147K +490 New
CFS
3213
Compass Financial Services
Iowa
$152K +$5.98K +20 +4%
RWS
3214
Retirement Wealth Solutions
Wisconsin
$149K +$598 +2 +0.4%
ETS
3215
ESL Trust Services
New York
$148K
FMTCOCP
3216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$147K
CTB
3217
Country Trust Bank
Illinois
$147K -$2.09K -7 -1%
SC
3218
Stephens Consulting
Michigan
$143K -$17.6K -59 -11%
STB
3219
S&T Bank
Pennsylvania
$143K
FMP
3220
Financial Management Professionals
Texas
$142K -$3.89K -13 -3%
1L
3221
10Elms LLP
Oklahoma
$141K +$598 +2 +0.4%
W
3222
WealthCollab
Washington
$141K
PWM
3223
Proathlete Wealth Management
Florida
$140K +$133K +446 New
PFG
3224
Putney Financial Group
California
$134K +$5.08K +17 +4%
CAM
3225
Costello Asset Management
Pennsylvania
$133K -$9.57K -32 -7%

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.