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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
TAM
351
Troy Asset Management
United Kingdom
$25.4M -$4.16M -13,924 -14%
Wolverine Trading
352
Wolverine Trading
Illinois
$25.3M +$12.7M +42,386 +106%
CSIC
353
Clifford Swan Investment Counsel
California
$25.3M -$20.9K -70 -0.1%
ACI
354
Alpha Cubed Investments
California
$25.3M -$1.07M -3,586 -4%
CIM
355
Confluence Investment Management
Missouri
$25.1M -$866K -2,896 -3%
OFG
356
Oxford Financial Group
Indiana
$24.8M +$76.3K +255 +0.3%
Man Group
357
Man Group
United Kingdom
$24.7M +$8.87M +29,647 +60%
Robeco Institutional Asset Management
358
Robeco Institutional Asset Management
Netherlands
$24.7M +$3.33M +11,129 +16%
AV
359
ASR Vermogensbeheer
Netherlands
$24.6M +$23.6M +78,878 New
Lido Advisors
360
Lido Advisors
California
$24.6M +$9.6M +32,081 +69%
CTC
361
Central Trust Company
Missouri
$24.5M -$235K -787 -1%
Wealthfront Advisers
362
Wealthfront Advisers
California
$24.2M +$2.28M +7,612 +11%
VHAM
363
Van Hulzen Asset Management
California
$24.2M -$7.75M -25,926 -25%
Federated Hermes
364
Federated Hermes
Pennsylvania
$24.1M -$1.08M -3,606 -4%
KIA
365
KCM Investment Advisors
California
$23.9M -$895K -2,993 -4%
BFA
366
Beaumont Financial Advisors
Massachusetts
$23.9M -$304K -1,018 -1%
WSFS
367
Wilmington Savings Fund Society
Delaware
$23.8M -$78.1K -261 -0.3%
OAM
368
OP Asset Management
$23.7M +$22.7M +76,026 New
BCM
369
Brookstone Capital Management
Illinois
$23.7M +$933K +3,120 +4%
WDA
370
Wendell David Associates
New Hampshire
$23.3M -$310K -1,035 -1%
DILIC
371
Dai-ichi Life Insurance Company
Japan
$23.2M -$315K -1,053 -1%
BCM
372
Benchstone Capital Management
New York
$22.9M +$250K +835 +1%
Kovitz Investment Group Partners
373
Kovitz Investment Group Partners
Illinois
$22.8M -$5.23M -17,480 -19%
TAF
374
Tredje AP-fonden
Sweden
$22.8M -$12.3M -41,101 -36%
JCM
375
Janney Capital Management
Pennsylvania
$22.7M +$1.66M +5,547 +8%

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.