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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.08B +$148M +494,286 +17%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.08B +$4.26M +14,226 +0.4%
Barclays
28
Barclays
United Kingdom
$1.06B +$34.9M +116,630 +4%
Fayez Sarofim & Co
29
Fayez Sarofim & Co
Texas
$875M +$688K +2,301 +0.1%
Capital World Investors
30
Capital World Investors
California
$858M +$65.9M +220,294 +9%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$820M -$49.6M -165,721 -6%
Deutsche Bank
32
Deutsche Bank
Germany
$779M -$32M -106,923 -4%
Raymond James Financial
33
Raymond James Financial
Florida
$750M -$7.73M -25,841 -1%
Amundi
34
Amundi
France
$655M -$49.2M -164,655 -7%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$633M +$5.3M +17,722 +0.9%
Swiss National Bank
36
Swiss National Bank
Switzerland
$631M -$1.62M -5,400 -0.3%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$581M -$88.5M -295,897 -14%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$556M +$5.63M +18,809 +1%
Lazard Asset Management
39
Lazard Asset Management
New York
$531M -$21.4M -71,573 -4%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$529M -$31.5M -105,347 -6%
BPC
41
Banque Pictet & Cie
Switzerland
$512M +$3.12M +10,420 +0.6%
National Pension Service
42
National Pension Service
South Korea
$503M +$26.4M +88,369 +6%
Citigroup
43
Citigroup
New York
$453M +$129M +429,749 +42%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$452M -$40M -133,833 -8%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$447M +$39.8M +133,133 +10%
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$441M +$41.4M +138,382 +11%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$435M +$281K +940 +0.1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$425M -$4.27M -14,268 -1%
DZ Bank
49
DZ Bank
Germany
$411M +$260M +870,740 +196%
LPL Financial
50
LPL Financial
California
$410M +$19.3M +64,593 +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.