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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
LTI
626
Laffer Tengler Investments
Tennessee
$8.68M -$669K -2,236 -7%
Luther King Capital Management (LKCM)
627
Luther King Capital Management (LKCM)
Texas
$8.67M -$233K -779 -3%
I
628
InvesTrust
Oklahoma
$8.64M +$897 +3 +0%
IC
629
IEQ Capital
California
$8.62M -$2.56M -8,554 -24%
AC
630
Allstate Corporation
Illinois
$8.6M +$1.85M +6,194 +29%
CM
631
Castleark Management
Illinois
$8.58M +$8.22M +27,470 New
FWTB
632
First Western Trust Bank
Colorado
$8.54M -$472K -1,579 -5%
KB
633
Kimelman & Baird
New York
$8.53M -$173K -580 -2%
KCG
634
Kinsale Capital Group
Virginia
$8.51M +$1.19M +3,976 +17%
WS
635
Wedbush Securities
California
$8.48M -$149K -498 -2%
AUB
636
Atlantic Union Bankshares
Virginia
$8.47M -$266K -888 -3%
BCV
637
Banque Cantonale Vaudoise
Switzerland
$8.44M +$8.09M +27,033 New
MYAM
638
Meiji Yasuda Asset Management
Japan
$8.44M -$6.41M -21,415 -44%
SW
639
SteelPeak Wealth
California
$8.42M +$789K +2,637 +11%
PA
640
Perennial Advisors
New York
$8.42M +$68.5K +229 +0.9%
BAAM
641
Baker Avenue Asset Management
California
$8.37M +$82K +274 +1%
DIA
642
Dana Investment Advisors
Wisconsin
$8.35M +$73.3K +245 +0.9%
GAM
643
Gotham Asset Management
New York
$8.31M -$1.23M -4,123 -13%
ALMGDA
644
AG2R La Mondiale Gestion d'Actifs
France
$8.29M +$7.9M +26,412 New
BFO
645
Boston Family Office
Massachusetts
$8.27M -$38K -127 -0.5%
BVDMP
646
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.24M
SCTC
647
Sanibel Captiva Trust Company
Florida
$8.24M -$970K -3,242 -11%
TF
648
Talbot Financial
Washington
$8.16M -$189K -633 -2%
VFA
649
Valeo Financial Advisors
Indiana
$8.15M +$199K +664 +3%
OHIS
650
Oak Harvest Investment Services
Texas
$8.14M +$469K +1,569 +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.