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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
AF
3351
Atala Financial
California
$27.5K
LWMI
3352
Legacy Wealth Management (Idaho)
Idaho
$26.6K
HIA
3353
HFM Investment Advisors
New Jersey
$25.9K +$24.8K +83 New
NWM
3354
Nova Wealth Management
Florida
$25.6K +$24.5K +82 New
DWM
3355
Dogwood Wealth Management
Kansas
$24.5K +$5.98K +20 +34%
FS
3356
Financially Speaking
Colorado
$24.4K -$64K -214 -73%
Optiver Holding
3357
Optiver Holding
Netherlands
$24.4K +$23.3K +78 New
FFWM
3358
Future Financial Wealth Management
Ohio
$22K +$299 +1 +1%
Q1WB
3359
Quest 10 Wealth Builders
Virginia
$21.9K +$9.87K +33 +89%
CI
3360
Clal Insurance
Israel
$20K +$15.6K +52 +433%
BIM
3361
Breakwater Investment Management
Washington
$20K
BMC
3362
Bear Mountain Capital
Washington
$18.2K
KFP
3363
Keener Financial Planning
Texas
$18K -$29.3K -98 -62%
VWA
3364
Valued Wealth Advisors
Utah
$16.9K
MHIP
3365
Mountain Hill Investment Partners
New Jersey
$16.9K
GIS
3366
Grayhawk Investment Strategies
Alberta, Canada
$16.6K
DEM
3367
Disciplined Equity Management
Florida
$15.9K
PCM
3368
Perritt Capital Management
Illinois
$14.8K
BWM
3369
Bernard Wealth Management
Michigan
$14.1K +$7.48K +25 +125%
PPWM
3370
PFG Private Wealth Management
Florida
$14.1K +$7.78K +26 +137%
CWA
3371
Carolina Wealth Advisors
South Carolina
$12.8K
WCM
3372
WealthTrak Capital Management
Virginia
$11.2K +$3.59K +12 +50%
DRP
3373
Decker Retirement Planning
Utah
$10.9K -$238K -796 -96%
MIA
3374
MeadowBrook Investment Advisors
Michigan
$10.9K
UOIF
3375
University of Illinois Foundation
Illinois
$10.6K +$10.2K +34 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.