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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
GCC
326
Guardian Capital (Canada)
Ontario, Canada
$29.5M -$304K -1,017 -1%
CFB
327
Cullen/Frost Bankers
Texas
$29.3M +$892K +2,982 +3%
CS
328
Candriam SCA
Luxembourg
$29.3M +$2.59M +8,656 +10%
SSA
329
Schonfeld Strategic Advisors
New York
$28.9M -$4.95M -16,555 -15%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$28.5M -$16.3M -54,333 -37%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$28.4M +$1.25M +4,187 +5%
CAM
332
Close Asset Management
United Kingdom
$28.2M +$1.98M +6,610 +8%
CIM
333
Corda Investment Management
Texas
$28M -$529K -1,768 -2%
VPIM
334
Vanguard Personalized Indexing Management
California
$27.9M +$2.12M +7,089 +9%
KCM
335
Kanawha Capital Management
Virginia
$27.8M +$286K +957 +1%
MGCM
336
Mane Global Capital Management
New York
$27.8M +$26.6M +88,930 New
ACA
337
Aptus Capital Advisors
Alabama
$27.7M +$2.48M +8,293 +10%
Mirae Asset Global Investments
338
Mirae Asset Global Investments
South Korea
$27.7M +$5.43M +18,158 +23%
PAG
339
Private Advisor Group
New Jersey
$27.7M -$10.2K -34 -0%
NAM
340
Nissay Asset Management
Japan
$27.5M +$310K +1,035 +1%
HWM
341
HB Wealth Management
Georgia
$26.7M +$6.73M +22,500 +36%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$26.5M +$1.25M +4,180 +5%
Macquarie Group
343
Macquarie Group
Australia
$26.3M +$3.56M +11,891 +16%
SOADOR
344
State of Alaska Department of Revenue
Alaska
$26.2M +$671K +2,245 +3%
CWM
345
Congress Wealth Management
Massachusetts
$26.1M +$3.92M +13,122 +19%
AIMCA
346
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.1M +$14.3M +47,700 +133%
MOACM
347
Mutual of America Capital Management
New York
$26M -$750K -2,506 -3%
NIM
348
Northeast Investment Management
Massachusetts
$26M -$772K -2,581 -3%
DWM
349
Destination Wealth Management
California
$25.6M -$63.4K -212 -0.3%
PP
350
Prudential plc
United Kingdom
$25.5M +$852K +2,848 +4%

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.