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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
FH
3526
Financial Harvest
Florida
-$212K -731 Closed
VCWM
3527
Vista Cima Wealth Management
Arizona
-$211K -728 Closed
CP
3528
Castleview Partners
Texas
-$212K -726 Closed
MWM
3529
Marietta Wealth Management
Georgia
-$208K -719 Closed
LJHT
3530
Laurie J. Hall Trustee
-$176K -607 Closed
QL
3531
Quarry LP
New York
-$152K -526 Closed
SAS
3532
Spurstone Advisory Services
Connecticut
-$145K -500 Closed
FA
3533
Fedenia Advisers
Wisconsin
-$143K -494 Closed
MRP
3534
Measured Risk Portfolios
California
-$122K -421 Closed
CJ
3535
Caitlin John
Michigan
-$117K -405 Closed
SMAM
3536
Sugar Maple Asset Management
Wisconsin
-$97.7K -337 Closed
MFG
3537
Menard Financial Group
Texas
-$96K -331 Closed
MCM
3538
MidAtlantic Capital Management
Virginia
-$91.3K -315 Closed
NWWA
3539
New Wave Wealth Advisors
Arkansas
-$89.8K -310 Closed
EFP
3540
EnRich Financial Partners
Wisconsin
-$74.2K -256 Closed
SSG
3541
Summit Securities Group
New York
-$58K -200 Closed
MB
3542
Mizuho Bank
Japan
-$52.2K -180 Closed
MFA
3543
McClarren Financial Advisors
Pennsylvania
-$49K -170 Closed
FLP
3544
Financial Life Planners
Arizona
-$48.9K -169 Closed
TCG
3545
Transcendent Capital Group
Oklahoma
-$44.4K -153 Closed
RWPA
3546
Richard W. Paul & Associates
Michigan
-$34.5K -119 Closed
FWM
3547
FLP Wealth Management
Arkansas
-$33.6K -116 Closed
LFA
3548
Legend Financial Advisors
Pennsylvania
-$30.5K -105 Closed
XC
3549
XY Capital
Hong Kong
-$18.2K -61 Closed
FIA
3550
FPC Investment Advisory
California
-$12.1K -42 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.