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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
MSWA
3301
Marshall & Sterling Wealth Advisors
New York
$60.5K +$11.7K +39 +25%
SFA
3302
Semmax Financial Advisors
North Carolina
$60.2K +$2.09K +7 +4%
AEPWM
3303
Atlantic Edge Private Wealth Management
Florida
$57.5K
TLA
3304
Tanglewood Legacy Advisors
Texas
$56.5K
DI
3305
DAGCO Inc
Ohio
$56.2K +$53.8K +180 New
IAS
3306
IMA Advisory Services
Colorado
$55.9K +$53.5K +179 New
GWSA
3307
Global Wealth Strategies & Associates
Colorado
$54.8K -$8.97K -30 -15%
AWM
3308
AllSquare Wealth Management
New York
$54K
CA
3309
Centerpoint Advisors
Massachusetts
$54K -$41.9K -140 -45%
AI
3310
AdvisorShares Investments
Maryland
$53.9K -$508K -1,700 -91%
GWS
3311
Greykasell Wealth Strategies
California
$53.1K +$50.8K +170 New
FCT
3312
First Community Trust
Iowa
$52.5K -$2.99K -10 -6%
FF
3313
Friedenthal Financial
New Jersey
$51.5K +$49.4K +165 New
HC
3314
Hara Capital
Washington
$47.5K -$41.3K -138 -48%
T
3315
Tidemark
California
$47K
ACM
3316
Accent Capital Management
Ohio
$46.9K
LWA
3317
Lowe Wealth Advisors
Maryland
$46.9K
KPP
3318
Kings Path Partners
Texas
$45.9K -$299 -1 -0.7%
IRAG
3319
Investment Research & Advisory Group
Georgia
$44.9K +$31.4K +105 +269%
MAS
3320
MPWM Advisory Solutions
Georgia
$44K +$299 +1 +0.7%
BI
3321
Binnacle Investments
Iowa
$43.7K +$41.9K +140 New
PMIM
3322
Prudent Man Investment Management
Colorado
$43.5K
DCM
3323
Davis Capital Management
Florida
$43.3K +$299 +1 +0.7%
HWM
3324
HighMark Wealth Management
Minnesota
$41.9K +$14.7K +49 +57%
WAM
3325
Wolverine Asset Management
Illinois
$41.2K +$39.5K +132 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.