We are live on ! Find out more
MCD icon

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
PI
876
PFG Investments
New York
$4.61M -$50.5K -169 -1%
TTWM
877
TCV Trust & Wealth Management
Virginia
$4.57M -$12.9K -43 -0.3%
O
878
Ossiam
France
$4.57M +$232K +776 +6%
OIM
879
Opus Investment Management
Massachusetts
$4.56M
SC
880
SouthState Corp
Florida
$4.56M +$76.9K +257 +2%
BCM
881
Brookmont Capital Management
Texas
$4.55M -$207K -692 -5%
WC
882
Woodstock Corp
Massachusetts
$4.53M -$44.6K -149 -1%
PL
883
Parthenon LLC
Kentucky
$4.52M -$4.79K -16 -0.1%
Impax Asset Management Group
884
Impax Asset Management Group
United Kingdom
$4.52M +$569K +1,904 +15%
MIM
885
Marco Investment Management
Georgia
$4.52M -$47.6K -159 -1%
TWM
886
TriaGen Wealth Management
California
$4.51M +$3.87M +12,942 +862%
CIG
887
CCM Investment Group
Minnesota
$4.5M -$235K -785 -5%
IAM
888
Infusive Asset Management
New York
$4.5M -$3.15M -10,538 -42%
OAM
889
Oppenheimer Asset Management
New York
$4.5M +$49.1K +164 +1%
GL
890
GHE LLC
Tennessee
$4.48M -$101K -337 -2%
MA
891
Mutual Advisors
Nebraska
$4.46M -$894K -2,989 -18%
FSA
892
Financial Security Advisor
Virginia
$4.46M -$66.7K -223 -2%
AWM
893
Avior Wealth Management
Nebraska
$4.44M -$88.2K -295 -2%
RCIM
894
Red Cedar Investment Management
Michigan
$4.44M
RPC
895
Rossmore Private Capital
Connecticut
$4.41M +$35.9K +120 +0.9%
TCA
896
Transcend Capital Advisors
New Jersey
$4.41M +$88.5K +296 +2%
DWM
897
Diversify Wealth Management
Utah
$4.41M +$560K +1,871 +15%
FCBT
898
First Citizens Bank & Trust
North Carolina
$4.39M +$18.8K +63 +0.5%
VAS
899
Vestmark Advisory Solutions
Massachusetts
$4.36M +$1.91M +6,384 +84%
CT
900
Clearstead Trust
Maine
$4.36M +$598 +2 +0%

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.