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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
DMC
951
Drexel Morgan & Co
Pennsylvania
$3.93M
GLA
952
Good Life Advisors
Pennsylvania
$3.93M -$2.63M -8,799 -41%
CT
953
Coastline Trust
Rhode Island
$3.93M -$172K -575 -4%
WIC
954
Woodmont Investment Counsel
Tennessee
$3.93M -$228K -763 -6%
CBB
955
Citizens Business Bank
California
$3.9M +$892K +2,983 +31%
VIM
956
Vinva Investment Management
Australia
$3.9M -$149K -499 -4%
RMDI
957
R.M. Davis Inc
Maine
$3.89M -$25.1K -84 -0.7%
VCA
958
Verdence Capital Advisors
Maryland
$3.88M +$41K +137 +1%
OHWP
959
Oak Harbor Wealth Partners
North Carolina
$3.87M +$437K +1,462 +13%
DCM
960
Delta Capital Management
New Jersey
$3.87M -$135K -450 -4%
FBT
961
First Bankers Trust
Kentucky
$3.86M -$65.5K -219 -2%
VWM
962
Valley Wealth Managers
New Jersey
$3.85M +$54.7K +183 +2%
RHIG
963
R.H. Investment Group
Arizona
$3.84M
AWAU
964
Alliance Wealth Advisors (Utah)
Utah
$3.84M -$57.4K -192 -2%
LWA
965
Lineweaver Wealth Advisors
Ohio
$3.82M +$316K +1,055 +9%
HKIM
966
Hayek Kallen Investment Management
Alabama
$3.81M -$41K -137 -1%
HAS
967
HBW Advisory Services
California
$3.8M +$55.6K +186 +2%
SAI
968
Savvy Advisors Inc
New York
$3.79M +$322K +1,078 +10%
PWP
969
Private Wealth Partners
California
$3.79M -$218K -729 -6%
NF
970
Nikulski Financial
Iowa
$3.78M +$40.4K +135 +1%
JSC
971
J. Stern & Co
United Kingdom
$3.77M +$980K +3,275 +37%
BHPW
972
Beverly Hills Private Wealth
California
$3.76M -$19.1K -64 -0.5%
RCA
973
Resonant Capital Advisors
Wisconsin
$3.74M +$118K +394 +3%
GC
974
Grimes & Company
Massachusetts
$3.74M -$20K -67 -0.6%
PIM
975
Provident Investment Management
Michigan
$3.74M +$299K +1,000 +9%

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.