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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
AC
701
Addenda Capital
Quebec, Canada
$6.97M -$11.4K -38 -0.2%
AWA
702
Arkadios Wealth Advisors
Georgia
$6.94M +$3.05M +10,193 +85%
DR
703
Davis Rea
Ontario, Canada
$6.91M +$4.45M +14,866 +205%
BFA
704
Benedict Financial Advisors
Georgia
$6.91M -$8.67K -29 -0.1%
TCM
705
Telos Capital Management
California
$6.88M -$168K -563 -2%
SC
706
Searle & Co
Connecticut
$6.88M
GIM
707
Generali Investments Management
Slovenia
$6.88M +$1.49M +4,976 +29%
SG
708
StoneX Group
New York
$6.85M -$76K -254 -1%
HA
709
Hamel Associates
New Jersey
$6.85M -$62.2K -208 -0.9%
CHC
710
City Holding Co
West Virginia
$6.83M -$58.3K -195 -0.9%
AG
711
AlTi Global
New York
$6.82M -$319K -1,068 -5%
FNBOMD
712
First National Bank of Mount Dora
Florida
$6.81M +$2.66M +8,891 +69%
AHC
713
Adell Harriman & Carpenter
Texas
$6.8M -$170K -570 -3%
ST
714
Smithfield Trust
Pennsylvania
$6.77M -$25.1K -84 -0.4%
BFG
715
Bleakley Financial Group
New Jersey
$6.76M +$369K +1,234 +6%
RIA
716
Regal Investment Advisors
Michigan
$6.74M -$2.61M -8,730 -29%
FCH
717
Freestone Capital Holdings
Washington
$6.74M +$142K +474 +2%
IA
718
IFP Advisors
Florida
$6.74M -$2.2M -7,360 -25%
TMAM
719
Tokio Marine Asset Management
Japan
$6.72M +$300K +1,003 +5%
EI
720
Ethic Inc
New York
$6.7M +$616K +2,058 +11%
AMM
721
American Money Management
California
$6.68M +$23.3K +78 +0.4%
VanEck Associates
722
VanEck Associates
New York
$6.66M +$1.12M +3,744 +21%
PDM
723
Penn Davis McFarland
Texas
$6.6M -$29.9K -100 -0.5%
AMI
724
Amica Mutual Insurance
Rhode Island
$6.58M -$739K -2,472 -11%
BC
725
Burney Company
Virginia
$6.56M -$750K -2,509 -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.