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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
BAMF
676
BI Asset Management Fondsmaeglerselskab
Denmark
$7.52M -$1.49M -4,977 -17%
SFS
677
Sowell Financial Services
Arkansas
$7.52M +$68.2K +228 +1%
IWM
678
IHT Wealth Management
Illinois
$7.52M -$229K -765 -3%
FIA
679
Foundations Investment Advisors
Arizona
$7.49M -$2.4M -8,035 -25%
CCG
680
Cypress Capital Group
Florida
$7.49M -$102K -340 -1%
VVP
681
Venture Visionary Partners
Ohio
$7.47M -$3.87M -12,923 -35%
SWA
682
Sax Wealth Advisors
New Jersey
$7.45M +$41K +137 +0.6%
EFIC
683
Eliot Finkel Investment Counsel
California
$7.4M -$100K -335 -1%
AF
684
Aviso Financial
Ontario, Canada
$7.38M +$202K +676 +3%
CIA
685
Choate Investment Advisors
Massachusetts
$7.34M -$1.34M -4,477 -16%
HFS
686
Hantz Financial Services
Michigan
$7.31M -$204K -682 -3%
FTA
687
Financial & Tax Architects
Missouri
$7.27M +$90.9K +304 +1%
CNAM
688
Campbell Newman Asset Management
Wisconsin
$7.25M -$508K -1,697 -7%
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$7.24M -$313K -1,048 -4%
HBT
690
Hills Bank & Trust
Iowa
$7.21M -$53.8K -180 -0.8%
NP
691
NorthRock Partners
Minnesota
$7.2M +$238K +797 +4%
EH
692
Equitable Holdings
New York
$7.14M +$100K +336 +1%
CAC
693
Core Alternative Capital
Georgia
$7.14M -$1.48M -4,936 -18%
IMCOOI
694
Investment Management Corp of Ontario (IMCO)
Canada
$7.12M +$6.82M +22,801 New
NMIMC
695
Northwestern Mutual Investment Management Company
Wisconsin
$7.12M +$11.1K +37 +0.2%
CMP
696
Coston McIsaac & Partners
Maine
$7.12M -$25.7K -86 -0.4%
MCC
697
Money Concepts Capital
Florida
$7.08M +$291K +974 +4%
ECM
698
ExodusPoint Capital Management
New York
$7.04M +$6.74M +22,534 New
FMC
699
First Merchants Corp
Indiana
$6.99M +$166K +554 +3%
PPW
700
Parcion Private Wealth
Washington
$6.98M +$325K +1,085 +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.