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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
NAS
3501
NWF Advisory Services
California
-$264K -912 Closed
VH
3502
Visionary Horizons
Tennessee
-$264K -909 Closed
SF
3503
Safeguard Financial
Wisconsin
-$262K -903 Closed
FPW
3504
Flywheel Private Wealth
California
-$257K -888 Closed
HCC
3505
Hirtle Callaghan & Co
Pennsylvania
-$248K -855 Closed
ACM
3506
Aurdan Capital Management
Pennsylvania
-$248K -854 Closed
JSA
3507
Jacobson & Schmitt Advisors
Wisconsin
-$244K -840 Closed
PCA
3508
Private Capital Advisors
Connecticut
-$242K -834 Closed
DC
3509
Dahring Cusmano
Michigan
-$240K -827 Closed
AL
3510
ADE LLC
Maryland
-$239K -826 Closed
BMM
3511
Buffington Mohr McNeal
Idaho
-$240K -826 Closed
MAG
3512
MRA Advisory Group
New Jersey
-$236K -815 Closed
BWA
3513
Burt Wealth Advisors
Maryland
-$236K -813 Closed
EI
3514
Ellevest Inc
New York
-$235K -810 Closed
PGF
3515
Plan Group Financial
Oklahoma
-$234K -806 Closed
FPCP
3516
Fort Point Capital Partners
California
-$233K -804 Closed
GF
3517
Gabelli Funds
New York
-$232K -800 Closed
TPBG
3518
Turning Point Benefit Group
Maryland
-$227K -799 Closed
TIA
3519
Tandem Investment Advisors
South Carolina
-$227K -782 Closed
MEAC
3520
M.E. Allison & Co
Texas
-$227K -781 Closed
MWA
3521
Monograph Wealth Advisors
California
-$217K -749 Closed
VAG
3522
VisionPoint Advisory Group
Texas
-$219K -747 Closed
PAW
3523
Plan A Wealth
Nebraska
-$214K -738 Closed
SIC
3524
Sigma Investment Counselors
Michigan
-$213K -735 Closed
AC
3525
Applied Capital
Arkansas
-$212K -732 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.