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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
CIC
826
Crawford Investment Counsel
Georgia
$5.31M +$318K +1,063 +7%
FSA
827
Franklin Street Advisors
North Carolina
$5.31M +$347K +1,161 +7%
PWMAG
828
Pinnacle Wealth Management Advisory Group
New Jersey
$5.27M +$299 +1 +0%
DWA
829
Douglass Winthrop Advisors
New York
$5.27M +$142K +475 +3%
SAG
830
SageView Advisory Group
California
$5.26M +$337K +1,127 +7%
TYCC
831
Texas Yale Capital Corp
Florida
$5.25M -$268K -895 -5%
MWM
832
Mission Wealth Management
California
$5.24M +$29K +97 +0.6%
DAS
833
Dynamic Advisor Solutions
Arizona
$5.23M -$150K -503 -3%
CAM
834
Columbia Asset Management
Michigan
$5.18M -$14.7K -49 -0.3%
RFM
835
Royal Fund Management
Florida
$5.18M -$4.62M -15,436 -49%
FPB
836
First PREMIER Bank
South Dakota
$5.15M -$12.9K -43 -0.3%
NSEDCP
837
NJ State Employees Deferred Compensation Plan
New Jersey
$5.15M
VA
838
Valmark Advisers
Ohio
$5.11M -$20.9K -70 -0.4%
USAA
839
United Services Automobile Association
Texas
$5.11M
ECM
840
Everence Capital Management
Indiana
$5.11M -$233K -780 -5%
SNPAM
841
St. Nicholas Private Asset Management
Florida
$5.08M -$155K -519 -3%
OCAM
842
Onex Canada Asset Management
Ontario, Canada
$5.08M -$13.8K -46 -0.3%
BHWM
843
Bar Harbor Wealth Management
New Hampshire
$5.07M -$239K -798 -5%
MIA
844
MMBG Investment Advisors
Florida
$5.03M -$253K -845 -5%
GCA
845
Greenwood Capital Associates
South Carolina
$5.03M +$448K +1,499 +10%
DWT
846
Dorsey & Whitney Trust
South Dakota
$5.02M -$82.6K -276 -2%
JIP
847
Jaffetilchin Investment Partners
Florida
$5.02M +$391K +1,308 +9%
CM
848
Caption Management
Oklahoma
$5M +$708K +2,367 +17%
CCM
849
Consolidated Capital Management
California
$4.99M -$1.81M -6,052 -27%
TSMHT
850
Thurston Springer Miller Herd & Titak
Indiana
$4.96M +$888K +2,969 +23%

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.