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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
CIA
601
Covington Investment Advisors
Pennsylvania
$9.39M +$50.8K +170 +0.6%
BP
602
Baypointe Partners
Connecticut
$9.37M +$8.97M +30,000 New
MFG
603
Merit Financial Group
Georgia
$9.37M +$1.21M +4,056 +16%
MWM
604
Modera Wealth Management
New Jersey
$9.25M +$254K +848 +3%
AFG
605
Albion Financial Group
Utah
$9.23M -$60.1K -201 -0.7%
MCM
606
Mattern Capital Management
Colorado
$9.23M -$168K -562 -2%
IMRF
607
Illinois Municipal Retirement Fund
Illinois
$9.18M +$435K +1,455 +5%
UCFA
608
United Capital Financial Advisors
Texas
$9.16M +$303K +1,012 +4%
CCFCSB
609
Cape Cod Five Cents Savings Bank
Massachusetts
$9.13M
KWMG
610
King Wealth Management Group
Florida
$9.12M +$15.9K +53 +0.2%
CI
611
CX Institutional
Indiana
$9.1M -$10.2K -34 -0.1%
JWCA
612
J.W. Cole Advisors
Florida
$9.04M +$997K +3,333 +13%
PJSIMP
613
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.03M -$433K -1,449 -5%
CTA
614
Chesley Taft & Associates
Illinois
$8.96M -$68.8K -230 -0.8%
LFAS
615
Level Four Advisory Services
Texas
$8.92M +$352K +1,176 +4%
ACIM
616
Azimuth Capital Investment Management
Michigan
$8.85M -$260K -870 -3%
EAMA
617
EFG Asset Management (Americas)
Florida
$8.84M -$57.1K -191 -0.7%
IEFM
618
IQ EQ Fund Management
Ireland
$8.78M +$272K +910 +3%
YIA
619
YHB Investment Advisors
Connecticut
$8.78M -$286K -955 -3%
CFG
620
Citizens Financial Group
Rhode Island
$8.75M +$531K +1,774 +7%
CCWM
621
Cassaday & Co Wealth Management
Virginia
$8.73M -$34.1K -114 -0.4%
TFA
622
Toth Financial Advisory
Virginia
$8.73M +$62.5K +209 +0.8%
LWL
623
Leo Wealth LLC
Texas
$8.71M +$7.23M +24,173 +649%
CFG
624
Cambridge Financial Group
Ohio
$8.7M -$77.8K -260 -0.9%
IIM
625
INTECH Investment Management
Florida
$8.69M +$843K +2,820 +11%

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.