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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
BFS
3401
Burkett Financial Services
South Carolina
$2.51K
PPA
3402
Painted Porch Advisors
California
$2.5K -$7.48K -25 -76%
PWM
3403
Parkworth Wealth Management
California
$2.19K
RI
3404
Ridgewood Investments
New Jersey
$2.19K
HFS
3405
Horizon Financial Services
North Carolina
$1.56K -$299 -1 -17%
SHF
3406
Safe Harbor Fiduciary
Florida
$1.56K
OCM
3407
Osterweis Capital Management
California
$1.56K +$1.5K +5 New
HHGA
3408
Halbert Hargrove Global Advisors
California
$1.28K +$1.2K +4 New
CWM
3409
Compass Wealth Management
Connecticut
$1.25K
RF
3410
Robbins Farley
New Hampshire
$1.25K
JAM
3411
JCIC Asset Management
Ontario, Canada
$1.25K
BGWM
3412
Bridge Generations Wealth Management
Florida
$938 +$897 +3 New
PEAK6
3413
PEAK6
Illinois
$820 -$1.12M -3,748 -100%
RJA
3414
Ross\Johnson & Associates
Minnesota
$625 +$598 +2 New
KIG
3415
Kessler Investment Group
Indiana
$312
RCA
3416
Runnymede Capital Advisors
Ohio
$312
Holocene Advisors
3417
Holocene Advisors
New York
-$174M -601,360 Closed
ACM
3418
Anomaly Capital Management
New York
-$88.3M -304,631 Closed
C
3419
Consulta
United Kingdom
-$72.5M -250,000 Closed
PAMP
3420
Polar Asset Management Partners
Ontario, Canada
-$49.3M -170,000 Closed
KCM
3421
Kodai Capital Management
Illinois
-$31.4M -108,249 Closed
SCM
3422
Suvretta Capital Management
New York
-$30M -103,638 Closed
NCL
3423
Nishkama Capital LLC
Puerto Rico
-$17.8M -61,557 Closed
MASUI
3424
MIRAE ASSET SECURITIES (USA) INC.
New York
-$14.6M -50,402 Closed
WRBC
3425
W.R. Berkley Corp
Connecticut
-$14.4M -49,800 Closed

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.