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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
BAM
901
Belpointe Asset Management
Nevada
$4.35M -$78.1K -261 -2%
JFL
902
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.35M -$25.4K -85 -0.6%
ACM
903
Alta Capital Management
Utah
$4.34M +$253K +846 +6%
HSA
904
HBK Sorce Advisory
Pennsylvania
$4.33M +$44.3K +148 +1%
JAG
905
Journey Advisory Group
Kentucky
$4.31M +$312K +1,043 +8%
AIM
906
Achmea Investment Management
Netherlands
$4.3M +$1.87M +6,251 +83%
HCM
907
Hengehold Capital Management
Ohio
$4.3M +$92.7K +310 +2%
HT
908
Heritage Trust
Oklahoma
$4.27M -$134K -447 -3%
NFG
909
Nations Financial Group
Iowa
$4.26M +$607K +2,031 +18%
LDB
910
Lee, Danner & Bass
Tennessee
$4.26M -$55K -184 -1%
FFN
911
Focus Financial Network
Minnesota
$4.25M +$59.8K +200 +1%
CA
912
Claro Advisors
Massachusetts
$4.25M +$19.4K +65 +0.5%
JF
913
Jericho Financial
Ohio
$4.24M +$176K +590 +5%
CB
914
Community Bank
New York
$4.23M -$204K -683 -5%
RWM
915
Ritholtz Wealth Management
New York
$4.22M +$82.3K +275 +2%
BL
916
BFSG LLC
California
$4.2M -$69.1K -231 -2%
AC
917
AlpenGlobal Capital
California
$4.19M -$7.48K -25 -0.2%
GWMIA
918
Global Wealth Management Investment Advisory
Florida
$4.18M +$47K +157 +1%
DEA
919
DoubleLine ETF Adviser
Florida
$4.18M +$4M +13,385 New
MPI
920
Mairs & Power Inc
Minnesota
$4.16M -$913K -3,053 -19%
HIC
921
Holderness Investments Company
North Carolina
$4.16M +$48.2K +161 +1%
EW
922
Evexia Wealth
Wisconsin
$4.16M +$3.89K +13 +0.1%
ADL
923
Asset Dedication LLC
California
$4.15M -$66.1K -221 -2%
SCP
924
Shorepoint Capital Partners
Massachusetts
$4.15M +$6.88K +23 +0.2%
CA
925
CoreCap Advisors
Michigan
$4.14M +$385K +1,288 +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.