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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
OAJ
3276
Ogorek Anthony Joseph
New York
$87K +$16.2K +54 +24%
RWM
3277
Ruedi Wealth Management
Illinois
$86.4K +$299 +1 +0.4%
LAM
3278
Lummis Asset Management
Texas
$85.9K -$2.09K -7 -2%
AWM
3279
Activest Wealth Management
Florida
$84.3K +$41.6K +139 +106%
PAG
3280
Paladin Advisory Group
Iowa
$83.7K
DWS
3281
Dynamic Wealth Strategies
California
$83.4K +$79.9K +267 New
MAM
3282
Meeder Asset Management
Ohio
$82.8K -$34.4K -115 -30%
AWM
3283
Abound Wealth Management
Tennessee
$81.6K -$12.6K -42 -14%
BIA
3284
Bell Investment Advisors
California
$80.3K -$8.38K -28 -10%
HB
3285
Horizon Bancorp
Indiana
$80K -$55.6K -186 -42%
SVWA
3286
Sarver Vrooman Wealth Advisors
Missouri
$78.1K +$74.8K +250 New
PP
3287
PrairieView Partners
Minnesota
$78K +$15K +50 +25%
IWM
3288
IMG Wealth Management
Florida
$76.2K
SOW
3289
State of Wyoming
Wyoming
$75.9K +$70K +234 +2,600%
RAM
3290
Riggs Asset Management
Pennsylvania
$73.7K
RFG
3291
REAP Financial Group
Texas
$73.7K +$25.1K +84 +55%
PS
3292
Pinney & Scofield
Massachusetts
$72.5K +$39.5K +132 +132%
VWM
3293
Vermillion Wealth Management
Minnesota
$72K
PWA
3294
Principia Wealth Advisory
Texas
$69.3K +$2.99K +10 +5%
RDFA
3295
Ritter Daniher Financial Advisory
Ohio
$67.5K
MWM
3296
MorganRosel Wealth Management
Colorado
$65K +$62.2K +208 New
PW
3297
Pandora Wealth
Illinois
$65K +$62.2K +208 New
KOCAA
3298
Knights of Columbus Asset Advisors
Connecticut
$62.5K
SA
3299
SRH Advisors
Kansas
$62.5K
KIM
3300
Kestra Investment Management
Texas
$62.2K -$97.2K -325 -62%

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.