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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
CCM
3226
Copeland Capital Management
Pennsylvania
$130K
VBA
3227
von Borstel & Associates
Oregon
$129K +$124K +416 New
NSG
3228
Nalls Sherbakoff Group
Tennessee
$129K +$124K +413 New
T
3229
Transce3nd
Texas
$128K -$124K -415 -50%
TLCM
3230
Twin Lakes Capital Management
California
$128K -$29.6K -99 -19%
NC
3231
North Capital
Utah
$127K +$121K +406 New
Cohen & Steers
3232
Cohen & Steers
New York
$125K -$470K -1,572 -80%
MSWM
3233
Mowery & Schoenfeld Wealth Management
Illinois
$125K +$63.7K +213 +114%
BCM
3234
Blume Capital Management
California
$121K -$3.59K -12 -3%
BHWM
3235
Beaird Harris Wealth Management
Texas
$120K +$299 +1 +0.3%
SHIM
3236
Stone House Investment Management
Pennsylvania
$119K +$114K +380 New
PCFFS
3237
Pacific Center for Financial Services
California
$118K
PK
3238
Pflug Koory
Nebraska
$117K
CWC
3239
Carolinas Wealth Consulting
North Carolina
$117K +$1.79K +6 +2%
CPG
3240
Cornerstone Planning Group
New Jersey
$117K +$25.1K +84 +30%
FPF
3241
First Pacific Financial
Washington
$115K +$20.3K +68 +23%
FF
3242
Finley Financial
Nevada
$114K
BGC
3243
Beutel, Goodman & Co
Ontario, Canada
$113K +$108K +362 New
CIAS
3244
CBIZ Investment Advisory Services
Ohio
$113K -$22.1K -74 -17%
SVCP
3245
Silicon Valley Capital Partners
California
$113K +$598 +2 +0.5%
WA
3246
WPG Advisers
Maryland
$111K -$13.2K -44 -11%
SO
3247
Sierra Ocean
California
$109K +$15K +50 +17%
BWAM
3248
Boyd Watterson Asset Management
Ohio
$109K -$18.5K -62 -15%
CFS
3249
CGC Financial Services
Oregon
$109K
GPFA
3250
Game Plan Financial Advisors
Ohio
$109K

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.