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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
PNAA
501
Pictet North America Advisors
Switzerland
$13.5M -$158K -527 -1%
FNBT
502
FineMark National Bank & Trust
Florida
$13.4M -$433K -1,449 -3%
JC
503
Jacobs & Co
California
$13.3M -$97.5K -326 -0.8%
NC
504
NBW Capital
Massachusetts
$13.2M +$5.73M +19,173 +83%
BIA
505
Biondo Investment Advisors
Pennsylvania
$13M +$325K +1,088 +3%
AT
506
AMF Tjänstepension
Sweden
$13M
CA
507
Clearstead Advisors
Ohio
$13M -$143K -479 -1%
KCM
508
Kornitzer Capital Management
Kansas
$12.8M +$2.69K +9 +0%
ASN
509
Advisory Services Network
Georgia
$12.8M +$249K +833 +2%
GIBU
510
Gulf International Bank (UK)
United Kingdom
$12.8M -$4.48M -14,976 -27%
CI
511
Capital International
California
$12.6M +$1.25M +4,185 +12%
AC
512
Armistice Capital
New York
$12.5M +$12M +40,000 New
BBA
513
BLB&B Advisors
Pennsylvania
$12.5M +$670K +2,239 +6%
LW
514
Linscomb Wealth
Texas
$12.5M -$32.9K -110 -0.3%
AAM
515
Advisors Asset Management
Colorado
$12.5M +$837K +2,799 +8%
CIA
516
Concurrent Investment Advisors
Florida
$12.4M +$2.68M +8,959 +29%
FAM
517
Fred Alger Management
New York
$12.4M +$6.4M +21,385 +117%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.3M +$5.07M +16,964 +75%
HMCP
519
Hook Mill Capital Partners
New York
$12.3M +$11.8M +39,422 New
LIM
520
Leavell Investment Management
Alabama
$12.3M +$7.48K +25 +0.1%
AM
521
Atwater Malick
Pennsylvania
$12.2M +$279K +932 +2%
SIG
522
Stonegate Investment Group
Alabama
$12.2M +$95.7K +320 +0.8%
ATC
523
Argent Trust Co
Tennessee
$12.2M -$29K -97 -0.2%
MCM
524
Monarch Capital Management
Indiana
$12.2M -$223K -745 -2%
RP
525
Rowlandmiller & Partners
Georgia
$12.1M -$270K -903 -2%

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.