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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
SW
3426
SVB Wealth
Massachusetts
-$12.3M -42,270 Closed
HWM
3427
Heirloom Wealth Management
Colorado
-$8.67M -29,896 Closed
QIM
3428
Quantitative Investment Management
Virginia
-$7.96M -27,478 Closed
Group One Trading
3429
Group One Trading
Illinois
-$7.09M -23,705 Closed
QOP
3430
Quinn Opportunity Partners
Virginia
-$6.81M -23,500 Closed
WAS
3431
Wesleyan Assurance Society
United Kingdom
-$6.09M -21,000 Closed
PAS
3432
Park Avenue Securities
New York
-$6.01M -20,732 Closed
EA
3433
Ellsworth Advisors
Ohio
-$5.8M -20,013 Closed
WP
3434
WMS Partners
Maryland
-$5.69M -19,625 Closed
Capstone Investment Advisors
3435
Capstone Investment Advisors
New York
-$5.25M -17,565 Closed
LOAME
3436
Lombard Odier Asset Management (Europe)
United Kingdom
-$4.84M -16,690 Closed
Parallax Volatility Advisers
3437
Parallax Volatility Advisers
California
-$4.5M -15,037 Closed
SC
3438
Shellback Capital
Massachusetts
-$4.35M -15,000 Closed
ADIM
3439
Alpha DNA Investment Management
Maryland
-$4.09M -14,124 Closed
GGHC
3440
Gilder Gagnon Howe & Co
New York
-$3.73M -12,875 Closed
CFGS
3441
Concourse Financial Group Securities
Alabama
-$3.3M -11,727 Closed
CPCPP
3442
Canada Post Corporation Pension Plan
Canada
-$3.14M -10,838 Closed
CAS
3443
Coppell Advisory Solutions
Texas
-$2.7M -9,318 Closed
HEIP
3444
Hudson Edge Investment Partners
New Jersey
-$2.6M -8,975 Closed
UOC
3445
UBS O'Connor
Illinois
-$2.17M -7,500 Closed
RCW
3446
Rheos Capital Works
Japan
-$2.06M -7,100 Closed
CCM
3447
Cox Capital Management
Massachusetts
-$1.9M -6,552 Closed
NWM
3448
NRI Wealth Management
California
-$1.87M -6,445 Closed
Simplex Trading
3449
Simplex Trading
Illinois
-$1.89M -6,320 Closed
MIM
3450
Morningstar Investment Management
Illinois
-$1.8M -6,201 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.