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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
HAG
426
HighPoint Advisor Group
Illinois
$17.5M +$302K +1,010 +2%
TF
427
Tompkins Financial
New York
$17.4M +$33.2K +111 +0.2%
HTIM
428
Harbour Trust & Investment Management
Indiana
$17.2M -$776K -2,593 -4%
SWM
429
Segment Wealth Management
Texas
$17.1M +$280K +937 +2%
ACA
430
Anchor Capital Advisors
Massachusetts
$17.1M -$569K -1,901 -3%
MG
431
Mather Group
Illinois
$16.9M +$1.79K +6 +0%
GP
432
Guardian Partners
Canada
$16.9M -$112K -376 -0.7%
GLF
433
Groupe la Francaise
France
$16.9M +$2.54M +8,508 +18%
MGP
434
Metis Global Partners
California
$16.9M +$1.59M +5,312 +11%
AWS
435
Atria Wealth Solutions
New York
$16.9M -$412K -1,376 -2%
PA
436
Pinnacle Associates
New York
$16.8M +$363K +1,213 +2%
BA
437
Bridgewater Associates
Connecticut
$16.8M -$22.6M -75,418 -58%
SIA
438
Sit Investment Associates
Minnesota
$16.8M -$481K -1,608 -3%
CIC
439
Cutler Investment Counsel
Oregon
$16.6M -$493K -1,648 -3%
IIM
440
Intact Investment Management
Quebec, Canada
$16.6M
AWM
441
Apollon Wealth Management
South Carolina
$16.6M +$1.03M +3,428 +7%
BPWM
442
Badgley Phelps Wealth Managers
Washington
$16.6M -$162K -540 -1%
EMPI
443
Elo Mutual Pension Insurance
Finland
$16.5M -$3.75M -12,537 -19%
BCI
444
Brinker Capital Investments
Pennsylvania
$16.5M +$1.36M +4,555 +9%
OPS
445
Orion Portfolio Solutions
Nebraska
$16.5M +$1.36M +4,555 +9%
IP
446
Isthmus Partners
Wisconsin
$16.5M +$87K +291 +0.6%
Citadel Advisors
447
Citadel Advisors
Florida
$16.4M -$47.2M -157,873 -75%
FNFDCM
448
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$16.4M -$189K -631 -1%
HIP
449
HUB Investment Partners
Texas
$16.4M +$1.01M +3,378 +7%
QCM
450
QRG Capital Management
Illinois
$16.4M +$855K +2,860 +6%

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.