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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
CSUI
1001
Cincinnati Specialty Underwriters Insurance
Ohio
$3.59M
JWCA
1002
J.W. Coons Advisors
Ohio
$3.58M +$120K +401 +4%
FFBTD
1003
First Financial Bank - Trust Division
Ohio
$3.57M -$471K -1,576 -12%
SM
1004
Sciencast Management
New Jersey
$3.56M +$3.41M +11,394 New
RFG
1005
Range Financial Group
Oregon
$3.55M +$269K +898 +9%
JHCP
1006
Jackson Hole Capital Partners
Oklahoma
$3.54M -$8.97K -30 -0.3%
CTI
1007
Community Trust & Investment
Kentucky
$3.54M -$105K -351 -3%
AAM
1008
Auxier Asset Management
Oregon
$3.53M -$5.98K -20 -0.2%
PBK
1009
Peoples Bank (Kansas)
Kansas
$3.53M -$31.1K -104 -0.9%
CC
1010
Courier Capital
New York
$3.52M -$166K -556 -5%
BBI
1011
Baxter Bros Inc
Connecticut
$3.51M -$107K -358 -3%
RBC
1012
Romano Brothers & Co
Illinois
$3.51M +$32.9K +110 +1%
Jacobs Levy Equity Management
1013
Jacobs Levy Equity Management
New Jersey
$3.51M +$3.36M +11,239 New
CWS
1014
Confluence Wealth Services
Pennsylvania
$3.5M +$200K +668 +6%
CIA
1015
Citadel Investment Advisory
Ohio
$3.5M +$299 +1 +0%
GI
1016
GAMMA Investing
California
$3.5M +$676K +2,261 +25%
LG
1017
LaFleur & Godfrey
Michigan
$3.49M -$1.55M -5,169 -32%
SLA
1018
Silver Lake Advisory
Utah
$3.49M +$13.8K +46 +0.4%
RA
1019
Ransom Advisory
Rhode Island
$3.48M -$15K -50 -0.4%
TNBTD
1020
Trustmark National Bank Trust Department
Mississippi
$3.48M -$87.3K -292 -3%
ACS
1021
Archford Capital Strategies
Illinois
$3.48M +$694K +2,319 +26%
MFS
1022
Mattson Financial Services
Michigan
$3.47M -$15.9K -53 -0.5%
WJWM
1023
Williams Jones Wealth Management
New York
$3.47M -$129K -432 -4%
ECM
1024
Exchange Capital Management
Michigan
$3.46M +$98.4K +329 +3%
FNBTCON
1025
First National Bank & Trust Co of Newtown
Pennsylvania
$3.44M -$63.7K -213 -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.