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McDonald's
MCD

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: 47 → 62 (+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: 3,386 → 3,414 (+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

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.45B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.43B
3
Morgan Stanley
Morgan Stanley
New York
+$619M
4
Bank of America
Bank of America
North Carolina
+$538M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$402M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$647M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
3
State Street
State Street
Massachusetts
-$279M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$190M
5
Holocene Advisors
Holocene Advisors
New York
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3476
Moore Capital Management
New York
– -$599K -2,067 Closed
SWIG
3477
Strategic Wealth Investment Group
Kentucky
– -$582K -2,006 Closed
FRM
3478
Fox Run Management
Connecticut
– -$576K -1,987 Closed
LP
3479
LGL Partners
Pennsylvania
– -$558K -1,923 Closed
AFA
3480
Arlington Financial Advisors
California
– -$554K -1,911 Closed
WCM
3481
Windward Capital Management
California
– -$533K -1,837 Closed
DB
3482
Dravo Bay
Delaware
– -$529K -1,824 Closed
CCMT
3483
CMT Capital Markets Trading
Germany
– -$511K -1,707 Closed
ACP
3484
Aveo Capital Partners
Colorado
– -$491K -1,695 Closed
PPWM
3485
Perissos Private Wealth Management
Oklahoma
– -$450K -1,552 Closed
B
3486
Bellecapital
Switzerland
– -$441K -1,520 Closed
Betterment LLC
3487
Betterment LLC
New York
– -$409K -1,411 Closed
WTG
3488
West Tower Group
Virginia
– -$406K -1,400 Closed
PCM
3489
Polymer Capital Management
New York
– -$404K -1,393 Closed
AIM
3490
Aigen Investment Management
New York
– -$397K -1,370 Closed
BAS
3491
Breakthru Advisory Services
Wisconsin
– -$355K -1,223 Closed
QPW
3492
Quantum Private Wealth
Florida
– -$348K -1,200 Closed
JWM
3493
JFG Wealth Management
Colorado
– -$339K -1,168 Closed
SC
3494
Shay Capital
New York
– -$319K -1,100 Closed
AFM
3495
Armstrong Fleming & Moore
District of Columbia
– -$316K -1,089 Closed
SG
3496
Straightline Group
Michigan
– -$313K -1,079 Closed
FPGT
3497
Financial Partners Group (Tennessee)
Tennessee
– -$303K -1,044 Closed
CCS
3498
Concentric Capital Strategies
Connecticut
– -$299K -1,031 Closed
T
3499
TOBAM
France
– -$286K -987 Closed
M
3500
MATAURO
New York
– -$267K -922 Closed
138 139
140
141 142

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.