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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
PAI
801
Pittenger & Anderson Inc
Nebraska
$5.52M -$627K -2,095 -11%
WAOTB
802
Wealth Advisors of Tampa Bay
Florida
$5.48M -$52.9K -177 -1%
AG
803
Ascent Group
Virginia
$5.47M +$506K +1,693 +11%
LBC
804
Lowe Brockenbrough & Co
Virginia
$5.47M -$72.1K -241 -1%
S
805
SignatureFD
Georgia
$5.47M +$109K +364 +2%
PT
806
Plimoth Trust
Massachusetts
$5.47M +$24.2K +81 +0.5%
CWM
807
Cordatus Wealth Management
Pennsylvania
$5.44M +$1.6M +5,343 +44%
IAS
808
Investment Advisory Services
Texas
$5.44M -$57.1K -191 -1%
TPA
809
Trivium Point Advisory
Connecticut
$5.43M -$287K -958 -5%
CFSG
810
Community Financial Services Group
Vermont
$5.41M +$176K +589 +4%
HI
811
Harbour Investments
Wisconsin
$5.4M +$224K +748 +5%
HVIA
812
Hudson Valley Investment Advisors
New York
$5.4M -$48.5K -162 -0.9%
RWM
813
Rockline Wealth Management
New York
$5.39M +$135K +450 +3%
SCP
814
Sandhill Capital Partners
New York
$5.38M +$53.2K +178 +1%
SWP
815
Sagespring Wealth Partners
Tennessee
$5.38M +$961K +3,212 +23%
CG
816
Caprock Group
Idaho
$5.38M +$532K +1,780 +12%
LS
817
Livforsakringsbolaget Skandia
Sweden
$5.38M -$59.8K -200 -1%
CFM
818
Capricorn Fund Managers
United Kingdom
$5.36M -$64K -214 -1%
EDRH
819
Edmond de Rothschild Holding
Switzerland
$5.35M -$201K -671 -4%
EWM
820
Empirical Wealth Management
Washington
$5.34M +$1.01M +3,374 +25%
SFGP
821
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.34M +$134K +448 +3%
PTB
822
Pioneer Trust Bank
Oregon
$5.34M -$43.4K -145 -0.8%
FFA
823
Farther Finance Advisors
California
$5.32M +$1.7M +5,669 +50%
VC
824
Vestor Capital
Illinois
$5.32M -$145K -485 -3%
BCFS
825
Butensky & Cohen Financial Security
Florida
$5.32M +$2.51M +8,387 +97%

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.