We are live on ! Find out more
MCD icon

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
AG
651
AIA Group
Hong Kong
$8.11M +$1.72M +5,750 +28%
CWP
652
Cyndeo Wealth Partners
Florida
$8.11M -$126K -420 -2%
MGIA
653
Moneta Group Investment Advisors
Missouri
$8.05M -$37.7K -126 -0.5%
CCG
654
Chatham Capital Group
Georgia
$7.98M -$442K -1,478 -5%
WW
655
Windle Wealth
Oklahoma
$7.98M +$200K +669 +3%
PCMK
656
Paragon Capital Management (Kansas)
Kansas
$7.96M -$221K -739 -3%
Verition Fund Management
657
Verition Fund Management
Connecticut
$7.95M +$1.48M +4,957 +24%
AWM
658
Axxcess Wealth Management
California
$7.94M -$363K -1,212 -5%
FTWA
659
Fifth Third Wealth Advisors
Ohio
$7.91M +$463K +1,548 +7%
FNB
660
Farmers National Bank
Kentucky
$7.9M -$43.7K -146 -0.6%
CBTWT
661
Community Bank & Trust (Waco, Texas)
Texas
$7.83M -$141K -472 -2%
SBFM
662
S-Bank Fund Management
Finland
$7.81M +$7.48M +25,012 New
NRS
663
Neville Rodie & Shaw
New York
$7.78M -$1.3M -4,355 -15%
CAL
664
Capital Analysts LLC
Pennsylvania
$7.78M +$204K +682 +3%
OA
665
Oxbow Advisors
Texas
$7.77M +$140K +469 +2%
CWG
666
Cornerstone Wealth Group
North Carolina
$7.75M +$52.9K +177 +0.7%
FIB
667
First Interstate Bank
Montana
$7.75M -$153K -511 -2%
TNB
668
Thomasville National Bank
Georgia
$7.72M -$134K -449 -2%
MHIC
669
Marble Harbor Investment Counsel
Massachusetts
$7.71M -$49.4K -165 -0.7%
EWM
670
Edge Wealth Management
New York
$7.71M +$7.48K +25 +0.1%
BRM
671
Boston Research & Management
Massachusetts
$7.71M -$108K -362 -1%
MA
672
Montag & Associates
Georgia
$7.67M -$17.3K -58 -0.2%
SFI
673
Siemens Fonds Invest
Germany
$7.67M +$59.5K +199 +0.8%
RIL
674
Rothschild Investment LLC
Illinois
$7.59M -$110K -369 -1%
VA
675
VestGen Advisors
Illinois
$7.57M +$7.25M +24,246 New

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.