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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
BFIM
451
Beese Fulmer Investment Management
Ohio
$16.4M +$280K +935 +2%
LSA
452
Lansing Street Advisors
Pennsylvania
$16.3M +$493K +1,649 +3%
SIC
453
Salem Investment Counselors
North Carolina
$16.3M -$96.6K -323 -0.6%
NIM
454
NEOS Investment Management
Connecticut
$16.3M +$3M +10,024 +24%
PAM
455
Palisade Asset Management
Minnesota
$16.3M +$8.38K +28 +0.1%
MC
456
Miramar Capital
Illinois
$16.3M -$482K -1,610 -3%
WCMN
457
Westchester Capital Management (Nebraska)
Nebraska
$16.2M +$196K +654 +1%
FLII
458
First Long Island Investors
New York
$16.2M -$361K -1,208 -2%
SAM
459
Silvercrest Asset Management
New York
$16.2M -$7.54M -25,198 -33%
CIS
460
Capital International Sarl
California
$16.2M +$2.51M +8,393 +19%
CIC
461
Carnegie Investment Counsel
Ohio
$16.1M +$1.96M +6,555 +14%
CAM
462
Congress Asset Management
Massachusetts
$16.1M -$313K -1,046 -2%
Rafferty Asset Management
463
Rafferty Asset Management
New York
$16M -$4.34M -14,501 -22%
SAM
464
Sawgrass Asset Management
Florida
$16M -$642K -2,147 -4%
TIAA Trust, National Association
465
TIAA Trust, National Association
North Carolina
$15.7M -$775K -2,591 -5%
DKCM
466
Davidson Kempner Capital Management
New York
$15.6M -$35.9M -120,000 -71%
NB
467
Norinchukin Bank
Japan
$15.5M +$1.72M +5,760 +13%
OIA
468
OneDigital Investment Advisors
Kansas
$15.4M +$744K +2,487 +5%
KRS
469
Kentucky Retirement Systems
Kentucky
$15.4M -$24.2K -81 -0.2%
UBV
470
United Bank (Virginia)
Virginia
$15.3M -$1.93M -6,461 -12%
GVAG
471
Great Valley Advisor Group
Delaware
$15.2M -$4.05M -13,525 -22%
SIMG
472
Sonora Investment Management Group
Arizona
$15.2M +$875K +2,924 +6%
SYBT
473
Stock Yards Bank & Trust
Kentucky
$15.2M -$653K -2,182 -4%
TCOV
474
Trust Company of Vermont
Vermont
$15.2M -$215K -720 -1%
BMCM
475
Bryn Mawr Capital Management
Pennsylvania
$15M +$647K +2,162 +5%

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.