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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
TCA
3251
Trifecta Capital Advisors
Illinois
$108K -$23K -77 -18%
EI
3252
eCIO Inc
Wisconsin
$107K +$103K +343 New
PPC
3253
Park Place Capital
Alabama
$106K +$14.7K +49 +17%
WCM
3254
Westend Capital Management
California
$106K +$6.28K +21 +7%
HIIFS
3255
Harel Insurance Investments & Financial Services
Israel
$105K +$29.9K +100 +42%
MMCM
3256
Murphy & Mullick Capital Management
New York
$103K -$23.3K -78 -19%
OWA
3257
Opal Wealth Advisors
New York
$103K +$98.4K +329 New
MSG
3258
Main Street Group
Virginia
$102K +$4.79K +16 +5%
BSC
3259
Brown Shipley & Co
United Kingdom
$101K
FNWM
3260
Financial Network Wealth Management
Utah
$100K +$96.3K +322 New
SFCL
3261
Strengthening Families & Communities LLC
Massachusetts
$96.8K +$108K +360 +1,800%
CG
3262
Curat Global
New Hampshire
$96.8K +$92.7K +310 New
AWM
3263
Accredited Wealth Management
Kentucky
$96.2K
RPA
3264
Redwood Park Advisors
California
$95.6K
RBC
3265
Roble Belko & Company
Pennsylvania
$94K
FWM
3266
FSA Wealth Management
Massachusetts
$93.2K +$28.4K +95 +47%
AP
3267
Aspect Partners
Virginia
$93.1K -$1.2K -4 -1%
NC
3268
NewSquare Capital
Pennsylvania
$91.6K +$67.6K +226 +337%
LC
3269
Luminist Capital
Michigan
$91.6K
BFP
3270
Briaud Financial Planning
Texas
$91K -$10.8K -36 -11%
HIM
3271
Hillsdale Investment Management
Ontario, Canada
$90.6K +$86.7K +290 New
CWM
3272
Consultiva Wealth Management
Puerto Rico
$89.6K
HFM
3273
Harvest Fund Management
China
$89K +$84.9K +284 New
EF
3274
Elite Financial
Idaho
$89K +$85.8K +287 New
SCB
3275
Saudi Central Bank
Saudi Arabia
$88.1K +$84.3K +282 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.