We are live on ! Find out more
MCD icon

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
WFA
3326
West Financial Advisors
Iowa
$39K -$5.98K -20 -14%
CCC
3327
Chelsea Counsel Company
California
$39K
1M
3328
1248 Management
Missouri
$38.1K +$36.5K +122 New
ACA
3329
American Capital Advisory
Idaho
$37.8K +$28.4K +95 +365%
RWML
3330
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$37.5K
AIA
3331
Arcadia Investment Advisors
Idaho
$36.2K
TCM
3332
TD Capital Management
Tennessee
$35.9K +$28.4K +95 +475%
CAWM
3333
Capital A Wealth Management
Pennsylvania
$35K -$3.29K -11 -9%
A
3334
AlphaQuest
New York
$33.7K +$32.3K +108 New
CIR
3335
Clear Investment Research
Georgia
$33.5K
CWM
3336
Copia Wealth Management
Oregon
$33.1K
FW
3337
Fairway Wealth
Ohio
$32.8K
GCM
3338
GKV Capital Management
California
$32.8K
MIM
3339
Marshall Investment Management
Colorado
$32.8K -$4.49K -15 -13%
CF
3340
Collier Financial
Colorado
$31.2K
FGAM
3341
Financial Gravity Asset Management
Texas
$31.2K +$29.9K +100 New
F1I
3342
Fund 1 Investments
Puerto Rico
$31.2K +$29.9K +100 New
RWA
3343
Redmont Wealth Advisors
Illinois
$31.2K +$29.9K +100 New
CJL
3344
Cyrus J. Lawrence
New York
$31K -$905K -3,026 -97%
PG
3345
Proffitt & Goodson
Tennessee
$30K
SRCM
3346
Signature Resources Capital Management
California
$30K
AF
3347
Abound Financial
California
$29.9K +$28.7K +96 New
KWM
3348
Kiker Wealth Management
Georgia
$29.8K +$28.4K +95 New
CFP
3349
Comprehensive Financial Planning
Pennsylvania
$29.6K
LIA
3350
Luken Investment Analytics
Tennessee
$28.7K

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.