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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
MDCM
926
Morgan Dempsey Capital Management
Wisconsin
$4.14M -$383K -1,282 -9%
EFS
927
Essex Financial Services
Connecticut
$4.13M -$54.4K -182 -1%
API
928
Asset Planning Inc
California
$4.11M -$47.6K -159 -1%
SCM
929
Silvant Capital Management
Georgia
$4.09M
NHC
930
Nicholas Hoffman & Company
Georgia
$4.08M -$42.2K -141 -1%
CPCM
931
Cardinal Point Capital Management
Ontario, Canada
$4.08M +$3.91M +13,059 New
TG
932
TCW Group
California
$4.08M +$26.6K +89 +0.7%
BFW
933
Brady Family Wealth
Missouri
$4.07M -$21.2K -71 -0.5%
VNA
934
Valley National Advisers
Pennsylvania
$4.07M +$78.7K +263 +2%
EGA
935
Eagle Global Advisors
Texas
$4.06M
PBT
936
Pictet Bank & Trust
Bahamas
$4.06M
AOWM
937
Alpha Omega Wealth Management
Virginia
$4.04M -$100K -335 -3%
MC
938
Moors & Cabot
Massachusetts
$4.03M -$709K -2,369 -16%
MCWS
939
McKinley Carter Wealth Services
West Virginia
$4.03M +$137K +458 +4%
GIP
940
Greatmark Investment Partners
Georgia
$4.02M -$99.6K -333 -3%
VWMG
941
Virginia Wealth Management Group
Virginia
$4.02M -$278K -930 -7%
SWM
942
Spire Wealth Management
Virginia
$4.01M +$310K +1,037 +9%
BB
943
Bell Bank
North Dakota
$4M +$36.5K +122 +1%
MWA
944
Midland Wealth Advisors
Illinois
$3.98M -$188K -627 -5%
HVP
945
Hudson Value Partners
Florida
$3.98M -$663K -2,217 -15%
MNBTD
946
Moody National Bank Trust Division
Texas
$3.98M +$121K +406 +3%
UF
947
Univest Financial
Pennsylvania
$3.96M +$95.4K +319 +3%
MSA
948
MUFG Securities Americas
New York
$3.96M +$630K +2,107 +20%
TFS
949
Thoroughbred Financial Services
Tennessee
$3.95M -$61.3K -205 -2%
SCM
950
Schnieders Capital Management
California
$3.94M -$96.6K -323 -2%

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.