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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
AP
776
Appleton Partners
Massachusetts
$5.87M +$48.8K +163 +0.9%
SCM
777
Spring Capital Management
Texas
$5.87M +$5.38K +18 +0.1%
LWP
778
LMG Wealth Partners
Louisiana
$5.81M +$36.8K +123 +0.7%
OAM
779
Oak Asset Management
California
$5.76M +$2.99K +10 +0.1%
M
780
MOTCO
Texas
$5.76M -$779K -2,603 -12%
BCP
781
Blue Chip Partners
Michigan
$5.76M -$379K -1,268 -6%
ST
782
Somerset Trust
Pennsylvania
$5.75M +$259K +865 +5%
NGA
783
Naples Global Advisors
Florida
$5.72M -$33.8K -113 -0.6%
PTC
784
Private Trust Company
Ohio
$5.71M +$50.2K +168 +0.9%
LCM
785
Liberty Capital Management
Michigan
$5.71M +$68.8K +230 +1%
NSIM
786
North Star Investment Management
Illinois
$5.7M -$89.7K -300 -2%
CC
787
Chicago Capital
Illinois
$5.7M +$521K +1,742 +11%
BP
788
Ballentine Partners
Massachusetts
$5.69M +$301K +1,008 +6%
WWM
789
Western Wealth Management
Colorado
$5.65M -$4.49K -15 -0.1%
III
790
Independent Investors Inc
New York
$5.64M
PMWMG
791
Parr McKnight Wealth Management Group
Minnesota
$5.64M +$537K +1,796 +11%
QCG
792
Quadrant Capital Group
Ohio
$5.63M +$2.47M +8,266 +85%
EF
793
Exeter Financial
Arizona
$5.61M +$29.3K +98 +0.5%
TI
794
Tidal Investments
Wisconsin
$5.61M -$2.31M -7,726 -30%
RWM
795
Revisor Wealth Management
Ohio
$5.58M +$5.1M +17,036 +2,073%
TS
796
Triglav Skladi
Slovenia
$5.58M -$269K -900 -5%
CAMG
797
CWA Asset Management Group
Florida
$5.56M +$1.52M +5,086 +40%
PIM
798
Plato Investment Management
Australia
$5.56M +$26.6K +89 +0.5%
PFSC
799
Peoples Financial Services Corp
Pennsylvania
$5.54M
MOS
800
MGO One Seven
Ohio
$5.54M +$1.17M +3,899 +28%

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.