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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
PFA
976
Pathway Financial Advisers
Indiana
$3.73M -$2.09K -7 -0.1%
HCM
977
Hall Capital Management
Rhode Island
$3.73M +$39.5K +132 +1%
VAS
978
Valicenti Advisory Services
New York
$3.73M +$54.1K +181 +2%
CAM
979
Carret Asset Management
New York
$3.72M -$190K -636 -5%
EPIME
980
Evelyn Partners Investment Management (Europe)
$3.71M +$169K +564 +5%
TPCW
981
TD Private Client Wealth
New York
$3.71M +$2.42M +8,101 +214%
TPW
982
Talon Private Wealth
Florida
$3.69M +$84K +281 +2%
KC
983
Kinloch Capital
Virginia
$3.68M -$285K -953 -7%
ATC
984
Adirondack Trust Company
New York
$3.67M -$30.2K -101 -0.9%
LA
985
LBP AM
France
$3.67M +$3.51M +11,738 New
RRWA
986
Rainey & Randall Wealth Advisors
Florida
$3.66M -$201K -672 -5%
Empower Advisory Group
987
Empower Advisory Group
Colorado
$3.66M -$360K -1,205 -9%
IC
988
Inscription Capital
Texas
$3.64M +$3.87M +12,925 New
BDA
989
Borer Denton & Associates
Pennsylvania
$3.64M +$53.8K +180 +2%
EWA
990
Exencial Wealth Advisors
Oklahoma
$3.64M -$139K -466 -4%
RA
991
RFG Advisory
Alabama
$3.64M +$331K +1,105 +10%
FRA
992
Frank Rimerman Advisors
California
$3.64M -$54.4K -182 -2%
PWM
993
Palumbo Wealth Management
New York
$3.63M +$706K +2,361 +25%
ST
994
Spinnaker Trust
Maine
$3.63M -$646K -2,159 -16%
GLA
995
Great Lakes Advisors
Illinois
$3.62M -$6.54M -21,869 -65%
AWP
996
Ascent Wealth Partners
New York
$3.62M +$10.2K +34 +0.3%
TVWM
997
Tower View Wealth Management
Wisconsin
$3.61M -$25.7K -86 -0.7%
RIG
998
RiverFront Investment Group
Virginia
$3.61M +$2.35M +7,862 +212%
CAIM
999
Catherine Avery Investment Management
Florida
$3.61M +$208K +694 +6%
CIA
1000
Cohen Investment Advisors
New Hampshire
$3.6M +$386K +1,292 +13%

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.